Multi-Record Boxes

You can create boxes that contain more then one record. For example, you can display an entire sales staff in one box. You can also create multi-record boxes that have more than one column.

Click to enlarge

Note: See Using the Import Wizard in Importing and Exporting Data for more information on how to create multi-record boxes from imported data.

To define a multi-record box:

1        With your chart open, select one or more boxes.

2        Click the Format tab and select Layout from the Box Properties section. The Box Properties dialog box is displayed.

3        Click the Box Layout tab.

4        Click the Layout Options button to display the Layout Options dialog box.

Click to enlarge

5        Select the Multi-record tab.

Click to enlarge

6        Click the Multi-Record Box option, and enter the Number of Columns you want to include in the box.

7        Click OK to return to the Box Layout tab.

8        Click the Show Sub-box Properties checkbox to edit the sub-box. Sub-box Properties work the same way as Box Properties dialog (See Formatting Boxes in Working with Charts: Basic Charting).

Note:  As you add or remove fields from a multi-record box. The layout defined for the sub-box will be repeated for each record in the multi-record box.

9        When you are done editing the sub-box, deselect the Show Sub-box properties checkbox.

10   Click OK to update.

See Defining and Displaying Fields in Working with Charts: Basic Charting for more layout options.

Note:  You can reorder records within a multi-record box using drag and drop in the chart.

To learn how to format multi-record boxes with templates, see Multi-Record Boxes and Templates.