File Tab

The File tab contains all of the “back stage” options.

  1. Info – information about the chart properties, author, number of records.
  2. New – Use this command to create a new chart from a blank sheet or a template. You do not need this command if you are importing data for a chart.
  3. Open – Opens a chart previously created from the desktop, a network drive, SharePoint, DropBox or OneDrive.
  4. Save – Saves your chart file in .toc (native chart format) or .ocpt (template) formats.
  5. Save As – Saves chart with a different name or to other locations, such as SharePoint or Office365 OneDrive.
  6. Import – Launches the data import wizard.
  7. Print – Sends chart view to a print device.
  8. Print Outline – Prints the data outline portion of the chart view
  9. Share – Sends the native chart file by email.
  10. Publish – Launches the publish wizard for outputs such as MS Office, interactive PDF, HTML5, Flash and more.
  11. Export – Launches the Export wizard, sending chart data to various output formats.
  12. Close – Closes the current chart file.
  13. Account – Contains help resources, options and program update functions.
  14. Options – allows setting of options for startup, checking for updates and more.
  15. Exit – Quits the program.

File Tab: Top toolbar

These icons in the top left corner of the interface are convenient shortcuts for frequently used commands.

The Top Toolbar commands include:

  1. New Chart – starts a new chart.
  2. Save Chart – stores the chart for later retrieval.
  3. Undo – Undoes the previous operation.
  4. Redo – Redoes the previous operation

Updated on January 17, 2023

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