Creating a custom chart type in Excel

When using a custom pie chart or template, ChartCategoryElements must be set to “Per element”. See Microsoft Excel tables export properties.”

1 To base the style of your custom chart type on a chart available in UNICOM Intelligence Reporter - Survey Tabulation to Excel, checking the Display charts check box and selecting the appropriate chart type setting the DisplayCharts property to true and the ChartType property to the appropriate chart type. Alternatively, you can begin by creating a new chart in Microsoft Excel. Some chart types require the data to be organized in a particular format. For details about creating charts in Excel, see the Microsoft Excel documentation.

2 In Excel, double-click an area of the chart to display the formatting dialog for that area, and change the settings to your requirements. For example, if you double-click a chart legend, the Format Legend dialog appears and enables you to change the patterns, font, and placement of the legend.

3 When you finish formatting the chart, select the whole chart area (selection handles appear around the edges of the area) and then click Chart > Chart Type from the Excel menu.

4 In the Chart Type dialog, select the Custom Types tab.

5 Click the User-defined option button, then click Add to display the Add Custom Chart Type dialog.

6 Enter a name and description for the chart type and click OK.

This creates the new custom chart type. You can now use this chart type when exporting from UNICOM Intelligence Reporter - Survey Tabulation to Excel, PowerPoint, or Word, by specifying the custom chart name in the ChartType property. See the topic Displaying a chart for more information.