A template contains preconfigured chart properties, and lists of permitted entity types
and link types. When you base a chart on a template, the appearance and meaning of data in the chart
are consistent with other charts based on that template.
After making changes to the properties of a chart, or adding additional item types, a template
can be saved. Saving a chart as a template allows other charts to be produced that use these
properties and types
To create a template, use the following steps:
-
Update your chart properties.
-
Click . The Create Template window opens.
-
In the Create Template window, select the Location
to store the template:
| Option | Description |
|---|
| Local template |
Local templates are designed to be used to ensure consistency between the charts that you
create when working independently. Templates should be stored locally when working on chart types
that are not used by the rest of your team. |
| Workgroup template |
Workgroup templates are designed to be used by the wider team. Note: When there is no
workgroup template path set, this option is not available. |
| Standard |
Sets this template as the default template to use for new charts. |
Note: The paths that are used to store templates are defined in .
- Optional:
To create a template which contains all of the chart items and the legend, select
Include Chart Items and Legend.
- Click OK to create the template.
