Use WPS Column Chart with 4 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps to complete the task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Column Chart | Free |
| 2 | 2. Edit or Export a Chart | Free |
| 3 | 3. Configure Type and Data | Free |
| 4 | 4. Adjust Chart Style | Free |
How-to Guide
1. Create a Column Chart
Entry path: Dashboard page → + Add Component → Chart → Column Chart
- Open the dashboard page.
- Click + Add Component in the upper-left area.
- In the component panel, find Column Chart under the Chart category.
- Click the column chart icon to generate a default chart component automatically.
- Click the component to enter edit mode and continue with data setup.
Success Criteria
- On-screen result: A new column chart component appears in the dashboard.
- Next action available: You can open the edit panel to continue configuring data and style.
Tips While Using
- Common mistake: If you are not on a dashboard page, the + Add Component entry may not be available.
- Environment note: You need an editable dashboard page first.
2. Edit or Export a Chart
Entry path: Click an added chart → ... in the upper-right corner
- Click the column chart that has already been added to the dashboard.
- Click the ... icon in the upper-right corner to open the menu.
- Choose the action you need: Configure, Duplicate, Copy as Image, Export as Image, or Delete.
- If you want to continue editing the chart, select Configure to open the edit panel.
Success Criteria
- On-screen result: The chart menu opens successfully in the upper-right corner.
- Next action available: You can duplicate, export, or delete the chart.
Tips While Using
- Common mistake: If the chart is not selected first, the menu can be easy to miss.
- Environment note: Before exporting or copying an image, confirm that the chart content is already updated.
3. Configure Type and Data
Entry path: Column chart edit panel → Type and Data tab
- Open the column chart edit panel and switch to Type and Data.
- Under Data Source, choose the table you want to use.
- Under Data Range, click Data Filter to set filter conditions.
- Under Dimension (X-axis), choose the field for the horizontal axis.
- Under Type, choose the chart style, such as regular or stacked.
- Under Metric (Y-axis), choose count of records or a specified field to summarize.
- Set Grouping (Legend), Sort By, Sort Order, Display Empty Cells As, and Fields Shown in Detail Data as needed.
- Preview the result and click OK to apply the settings.
Success Criteria
- On-screen result: The preview pane shows the updated column chart.
- Next action available: After you click OK, the chart displays according to the new data rules.
Tips While Using
- Common mistake: If the dimension or metric is not selected correctly, the chart result may not match your expectation.
- Environment note: The source data needs fields that support category-based and numeric summaries.
4. Adjust Chart Style
Entry path: Column chart edit panel → Chart Style tab
- Open the column chart edit panel.
- Switch to the Chart Style tab.
- Under Theme Color, choose a preset color scheme.
- Under Series Color, customize colors for each data series as needed.
- Under Chart Elements, set text styles, legends, and data labels.
- Preview the result and click OK to save the style settings.
Success Criteria
- On-screen result: The chart colors, legend, or label styles change.
- Next action available: After style adjustment, you can export the chart as an image or return to the dashboard view.
Tips While Using
- Common mistake: If you change several style items but do not click OK, the settings will not be applied.
- Environment note: The number of data series can affect how color settings appear.