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Diagrams & Charts

Add a Diagram or a Chart from Blocks, and its panel opens straight away, ready for your text or your numbers. Where: Publisher Studio › page editor › Blocks · Keys: [/] then Diagram or Chart, [Enter] on one to edit it

What it is

A Diagram is a flowchart or another diagram, drawn from a few lines of Mermaid, a plain text way of describing one. A Chart is a bar or line chart of your own numbers. (Both are kept as plain text in the page's own file, which is yours: you can read it, and so can any AI or other app, now and years from now.)

On the page you see the picture, never the text behind it. You make every change in the block's panel.

Charts here are for simple charts: a handful of categories and series, as bars or lines. For anything more involved, make the chart in a spreadsheet app and add it to the page as an image (see Inserting Media).

Diagrams

Adding one. Click Diagram in Blocks, or type [/] and choose it. A small flowchart goes in, and Edit diagram opens.

The panel. The text is on the left and the drawn diagram on the right, in your page's colours. The text opens selected, so a paste replaces the starter straight away: ask your AI for a Mermaid diagram of something you've described, and paste what it gives you. Type, and the picture follows. While the text has a mistake in it, the last good picture stays, faded, with This diagram has a mistake in it beside it. Click Done when you're finished.

Charts

Adding one. Click Chart in Blocks, or type [/] and choose it. A sample bar chart goes in, three categories and two series as in PowerPoint, and Edit data opens on its first number.

The sheet. The categories run down the left-hand column, and each series has a column of its own, with its name in the top row. Click a cell and type, or move with the arrow keys. [Enter] goes down a row and [Shift+Enter] goes up. In the numbers, anything that isn't a number counts as blank.

Pasting from a spreadsheet. Copy some cells in Excel or any other spreadsheet app and paste them into the sheet. They fill it from the cell you paste into, adding rows and columns as they need, and you get the values, never the formulas. Paste into the top-left corner to bring in a whole table, its names included.

Rows and columns. Right-click a cell for Insert row above, Insert row below, Delete row, Insert column left, Insert column right and Delete column.

The options. Down the right, a preview of the chart changes as you work. Under it:

  • Chart type: Bar or Line.
  • Legend, and Data labels for a number on every bar or point.
  • Titles: Chart title, X-axis title, Left axis title and Right axis title.
  • Right axis: a switch for each series, to draw it against a second axis on the right, for numbers on a different scale, such as sales beside a percentage. The right axis title opens up once a series is on it.

The chart on the page keeps up as you go. Click Done when you're finished.

Editing and deleting

To open a panel again, click the diagram or chart, press [Enter] with your cursor on it, or click the Edit diagram or Edit data button that shows at its top right when you point at it.

Right-click one for Edit diagram and Delete diagram, or Edit data and Delete chart. [Ctrl+Z] brings back one you've deleted.

Tips

  • Diagrams and charts drag into columns like any other block, so a chart can sit beside the words about it (see Writing Pages).
  • They go out as pictures in shared links, HTML downloads and PDF exports, in your page's font.

How this helps you

Use a diagram when a process or a decision reads better as boxes and arrows, and a chart when a page leans on a few numbers: a budget by quarter in a proposal, or results beside their targets in a report.

Related

Still stuck? Email [email protected].