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Work with charts

Written by Jonathan Crouch
Updated over a month ago

Make a copy of a chart

You can create a copy of a chart if you would like to make edits without changing the original chart. When saving, you can type in a different name for your copy.

  1. Select Charts, on the top navigation bar.

  2. On the Chart list page, select the chart you would like to edit a copy of.

  3. Open the More menu icon (3 dots) and select Make a copy.

    Trends AI takes you to a copy of the chart, with “Copy of” added to the beginning of the title.

  4. Make any changes you want to the chart.

  5. Open the More menu icon (3 dots) and select Save.

    The Save Chart dialog appears.

  6. Change the name and description, as needed, and select Save.

    When you navigate back to the Charts page, your edited chart appears in the list.

Other features

You can view other chart actions by selecting the More menu icon (3 dots) at the upper-right corner of the chart.

For example, you can Pin the chart to your board, show underlying data, or download the chart to your device. When you select Download, you can choose your download type of PNG, XLSX, or CSV.

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