Data Tab

The Data tab enables to manage or export data from your chart. It contains six sections, described below.

Sort Section

The Sort function allows you to sort subordinate boxes reporting to the same manager.

 

Commands/Shortcuts

Description

Sort

Sorts selected boxes.

Export Section

The Export section contains tools to export and push your chart data.

 

Commands/Shortcuts

Description

Quick Export

Publish your chart as an Excel spreadsheet.

Export Data/Ctrl+T

Exports data from your chart into a number of formats.

Push Data

Exports data from your chart to an FTP site or a file server.

Import Section

The Import section contains tools to import and refresh your data.

 

Commands/Shortcuts

Description

Refresh Data

Re-imports data from the underlying data source.

Refresh Properties

Modifies parameters set during the import process. These parameters are used when you Refresh Data.

Photos Section

The Photos section launches the Photo Manager.

 

Commands/Shortcuts

Description

Manager

Inserts photos into boxes in your chart using a wizard.

Automation Section

The Automation section sets up scheduled processes.

 

Commands/Shortcuts

Description

Scheduler

Creates, modifies, or schedules Refresh and Publish tasks.

Publisher

Republishes any previously published file.

Tools Section

The Tools section enables you to compare, consolidate, or merge two charts.

 

Commands/Shortcuts

Description

Compare Charts

Compares two charts, and allows you to generate reports.

Consolidation

Combines multiple charts into a single chart.

Merge Charts

Merges two projects into a single chart.