Publishing a Chart to PDF

You can publish a chart to PDF format.

Keep in mind that when publishing a chart, only the styles, filters, and fields currently appearing in the chart will be published. For information on controlling displayed chart information, see Using the Control Panel.

To publish a chart to PDF:

1.      Display your chart in the Main Workspace.

2.      Click the Share button and choose PDF.

3.      Set your Chart content, Book and Page settings using the information below.

4.      Click Publish, the file will be sent to the browser as a download.

To determine your Chart content settings:

1.      Select which part of the chart you want to publish:

•        Entire chart: Includes all boxes in a chart, including levels above and below the current sub-chart.

•        Displayed chart: Only includes boxes in the current sub-chart.

•        Displayed Top Box + X levels: Only includes boxes beginning with the displayed top box, plus a number of subordinate levels. Use the dropdown menu to select the number of levels you want included in your PDF file.

2.      Select the desired Box Size:

•        Select Autofit to apply the maximum allowable zoom level on a page-by-page basis.

•        Select Consistent to apply the same zoom level across all pages.

3.      Include Sub-Chart Arrows:

•        Select On (checked) to include sub-chart arrows in the published output.

•        Select Off (unchecked) to leave sub-chart arrows out of the published output.

4.      Expand Collapsed Branches determines whether currently-collapsed branches are expanded in the published chart:

•        Select Yes (checked) to expand branches.

•        Select No (unchecked) to keep branches collapsed.

5.      Include Legend:

•        Select Yes (checked) to include a legend on all pages of the PDF that contain boxes. This is the default setting.

•        Select No (unchecked) to exclude the legend from appearing.

To determine your Book settings:

1.      Include Cover Page:

•        On (checked) includes a cover page. Use the text box to  enter the cover page text.

•        Off (unchecked) excludes a cover page.

2.      Include Table of Contents:

•        On (checked) includes a table of contents.

•        Use the Table of Contents Field to choose what field is used in the Table of Contents.

•        Off (unchecked)excludes a table of contents.

3.      Include Index Page:

•        On (checked) includes an index page.

•        Use the Index Field dropdown to select the field to base the index on.

•        Use the Columns Per Index Page options to determine the number of columns to include in the index.

•        Use the Include Levels from Top Box dropdown menu to determine the number of levels to include in the index. For example, if you select two, then the top box and all boxes in the second level of each page will be included in the  index.

•        Use the Index Order dropdown to determine the appearance of the index.

To determine your Page settings:

1.      Page Orientation: Select Landscape or Portrait.

2.      Page Size: Use the dropdown to select the desired page size.

3.      Chart Area Margins: Enter the minimum values for the Top, Left, Right and Bottom margins.

4.      Custom Header and Custom Footer: Use the text boxes enter header text and footer text.

5.      Date Stamp: Select On (checked) to include today's date on the PDF.

6.      Page Numbers: Select On (checked) to include page numbers on the PDF.