Mekko Graphics User Documentation

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1 Mekko Graphics User Documentation

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3 Table Of Contents Welcome to Mekko Graphics What's New?... 1 Here are just some of the new features available in our latest version of Mekko Graphics Basic Steps to Create a Chart... 4 Standard Method... 4 Quick Launch Method... 6 What Makes Mekko Graphics Different?... 8 System and End-User Requirements Operating System Requirements: Microsoft Office Versions: Hardware Requirements Welcome to Mekko Graphics Installation, Activation, Registration Installing Mekko Graphics Activating Mekko Graphics Registering Your Software Subscriptions Uninstalling Mekko Graphics To Uninstall Mekko Graphics Deactivating Mekko Graphics Automatic Deactivation Manual (browser-based) Deactivation Upgrading Mekko Graphics Overview of Charts Bar/Area/Line Charts at a Glance Mekko Graphics Bubble/Scatter Charts at a Glance iii

4 Mekko Graphics User Documentation Mekko Graphics Gantt Charts at a Glance Chart Creation Inserting a Chart Entering Data Link To Excel Steps to Link to Excel Remove Link to Excel Refresh Link to Excel Open Linked File in Excel Entering Negative Values Entering Zero Values Formatting Your Chart Chart-Level Formatting Overview of Color Growth Lines Adding/Removing Segment Links Average Lines Formatting Numbers in your Chart Spell Check Quadrant Lines Regression Lines Growth/Share Lines Normative Band Definition of # of Objects Formatting Total Values Select Start Angle for Pie Resetting your Legend Series and Segment Format Colors and Patterns Data Rows Display Series as a Line iv

5 Table Of Contents Border and Line Options Moving a Series to the 2Y Axis Net Lines Other Series Sorting Series Comparison Lines Show Lines - Connecting Scatter Data Points with Lines Hide/Show Series Outlier Series Highlight Series Bar Level Formatting Hiding Bars Total Cascade Bars Data Columns CAGR Bar Widths Bar Labels/Bar Totals Gaps and Clusters Sorting Bars Placeholder Bars Axis Formatting Axis Titles Axis Appearance Axis Appearance Labels Label Manager Label Views Overview of Labels Inplace Edit To Inplace Edit Mekko Graphics Functions v

6 Mekko Graphics User Documentation Chart Views Margins Fit Test Other Functions Annotation Lines and Labels Changing/Converting Chart Type Legends Formatting your Legend Legend Overview Components of the Legend Options for Handling Unplaced Legend Items Format Legend Key Resetting your Legend Preference Manager Preference Manager Overview Color Preferences Defining Your Draw Order Settings Regional Preferences Advanced Preferences Text Tables Formatting a Text Table Harvey Balls Inserting a Text Table Gantt charts Overview Creating a Gantt Chart Resource Columns Display Date Line Timelines and Milestones Formatting Tasks vi

7 Table Of Contents Formatting Time Segments and Milestones Gridlines and Shading Headers Task Gantt Chart Labels PowerPoint Mekko Menu Functions New Mekko Chart Marimekko Stacked Bar Cascade Area Line Bubble Gantt Export Charts to Excel Refresh All Excel Links Update all Charts Preference Manager Dark Background Sample Presentation Index vii

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9 Welcome to Mekko Graphics 5 What's New? Here are just some of the new features available in our latest version of Mekko Graphics. 1. Quick Launch Charts You can use the Quick Launch method to automatically create any desired Mekko Graphics chart. To use the Quick Launch method, go to the Mekko Graphics tab and choose your desired chart type from the list of drop down menu options. Mekko Graphics will automatically launch and create your chart with pre-populated data, that you can then replace with your own data. The quick launch method requires fewer clicks than the standard method, and is a faster and easier way to insert your desired charts. The "dummy data" that populates the chart allows you to quickly see how the chart utilizes the data. 2. Growth Lines Growth Lines can be used in charts to visualize the difference typically between first to last bar, although it can be between any two bars (or between any two segments for cluster bar charts). The line is drawn from the start bar to the end bar with an arrow pointing in the direction of the growth. 1

10 Mekko Graphics User Documentation 3. Automatic (Computed) Average Lines Computed Average Lines automatically calculate and display the data average for a given chart, drawing a line across the entire chart at the calculated average value point on the Y axis. Note: For 2Y chart types, you have the option of displaying the average line on the Y or 2Y axis. Computed Average lines will automatically recalculate and adjust your average line if your data changes. 4. Color Shades for charts Mekko Graphics now provides new color palettes (color shades) for your charts. Color shades use gradations of a standard color for a new updated look in your charts. 5. Multi chart slide options Mekko Graphics now offers several new slide layout options, including multi-chart layouts 2

11 Welcome to Mekko Graphics 5 and half page chart layouts. 3

12 Mekko Graphics User Documentation Basic Steps to Create a Chart There are two basic methods to insert charts in Mekko Graphics - Standard method and Quick Launch method. Standard Method There are five basic steps to create a chart in Mekko Graphics. 1. Insert a Mekko Graphics Chart From Microsoft PowerPoint, go to the Mekko Graphics tab and choose New Mekko Chart. A chart object will appear on your slide in Microsoft PowerPoint. Double click the chart object (Note, if you have not yet activated the software, you will be prompted with an activation screen. Please follow the instructions on activating the software, or click I want to try Mekko Graphics to continue using the trial version for 10 days.) 2. Choose Chart Type Choose the Chart Type you wish to create. There are three main categories of chart types: Mekko, Bars, Lines; Bubble and Scatter; and Gantt. 4

13 Welcome to Mekko Graphics 5 After choosing the chart type, you will be prompted to select a Chart Sub-Type. (For more information on the chart types and subtypes, a brief description of the chart will appear below the selected chart). Click OK. 3. Enter data You may use either the Data View or the Combo View to enter data in Mekko Graphics. Bar labels are generally listed across the top of the spreadsheet, and series labels are listed down the spreadsheet. The first row is designated for Bar names and first column for Series names. The first cell (A1) should be empty. The chart dynamically draws as you enter data into these rows and columns. To enter data into the spreadsheet, you may do any one of the following: 1. Enter data directly as you would in Excel 2. Copy and paste from an existing Excel spreadsheet 3. Link to Excel. 4. Format Your Chart There are two views for formatting your chart - Format View and Combo View. Formatting your chart is likely where you will spend the majority of your time. You have numerous chart, series, segment, bar, axis, and label formatting options. 5. Save and Close When you are satisfied with the look of your chart, select Save and Close from the Mekko Graphics button to save your changes and insert your Mekko Graphics chart into your PowerPoint slide. 5

14 Mekko Graphics User Documentation Quick Launch Method You can use the Quick Launch method to automatically create any desired Mekko Graphics chart. To use the Quick Launch method, go to the Mekko Graphics tab and choose your desired chart type from the list of drop down menu options. Once you choose your desired chart type, Mekko Graphics will automatically launch and create your chart with pre-populated data, that you can then replace with your own data. The quick launch method requires fewer clicks than the standard method, and is a faster and easier way to insert your desired charts. The "dummy data" that populates the chart allows you to quickly see how the chart utilizes the data. The quick launch method essentially eliminates the need for steps 1 and 2 of the standard method of creating charts. 6

15 Welcome to Mekko Graphics 5 1. Choose Chart Type from Quick Launch menu 2. Enter data You may use either the Data View or the Combo View to enter data in Mekko Graphics. Bar labels are generally listed across the top of the spreadsheet, and series labels are listed down the spreadsheet. The first row is designated for Bar names and first column for Series names. The first cell (A1) should be empty. The chart dynamically draws as you enter data into these rows and columns. To enter data into the spreadsheet, you may do any one of the following: 1. Enter data directly as you would in Excel 2. Copy and paste from an existing Excel spreadsheet 3. Link to Excel. 7

16 Mekko Graphics User Documentation 3. Format Your Chart There are two views for formatting your chart - Format View and Combo View. Formatting your chart is likely where you will spend the majority of your time. You have numerous chart, series, segment, bar, axis, and label formatting options. 4. Save and Close When you are satisfied with the look of your chart, select Save and Close from the Mekko Graphics button to save your changes and insert your Mekko Graphics chart into your PowerPoint slide. What Makes Mekko Graphics Different? Mekko Graphics provides access to features not available in Microsoft PowerPoint with ease-of-use and flexibility to create charts more quickly and efficiently. Mekko Graphics also provides more flexible and powerful formatting options than Excel, allowing you to display your data in a way that best communicates your points. You ll find tools uniquely geared to your business needs, such as annotation lines, comparison lines, average lines, net lines, growth lines, CAGR data, data rows, and more. In addition, you will have access to exclusive label formatting options that allow you to customize your chart s look, including our smartplace technology, which allows you to automatically place labels at a size that will fit into your chart, the ability to include both bar and grand totals, and the ability to edit a label directly in your chart without changing your original data. You ll also have the ability to link to data ranges directly in Microsoft Excel, and refresh your charts at the click of a button to your new Excel data. With Mekko Graphics you can: Create the distinctive charts that parallel those done by graphics professionals Select the visuals that best highlight your analyses from 32 different chart types 8

17 Welcome to Mekko Graphics 5 Take advantage of unique charting features including grand totals, annotation lines, average lines, net lines, growth lines, other series, comparison lines, and more! Use the extensive formatting options - including smartplace, bar and grand totals, and inplace edit - to make your charts and graphs more readable and convey your message more effectively Build and display Mekko Graphics charts with familiar PowerPoint presentation software Update existing presentations easily with new data Mekko Graphics includes the powerful Marimekko chart, the business chart of choice for strategic planners and decision-makers throughout the world. Also known as a market map or variable-width bar chart, a Marimekko chart is, simply, a chart that can communicate up to three levels of data (such as Sales by Competitor by Market Segment) in a single, two-dimensional graph. Marimekko charts are used extensively in corporate boardrooms today because of their power to communicate complex data and concepts in a straightforward, graphical way. 9

18 Mekko Graphics User Documentation System and End-User Requirements Operating System Requirements: MS Windows XP Service Pack 3 or MS Windows Vista or MS Windows 7 (32- or 64-bit) Microsoft Office Versions: MS Office 2003 MS Office 2007 MS Office 2010 (32- or 64- bit) (Mekko Graphics 5.0 and higher) MS.NET Framework 3.5 or higher is required for Mekko Graphics 5 and higher. Hardware Requirements Component Requirement Computer and processor 1.0 GHz or higher CPU Memory and Video 2 GB of RAM recommended, 1024x768 high-color 32-bit display Hard disk 150 MB of available hard-disk space; optional installation files cache (recommended) requires an additional 200 MB of available hard-disk space 10

19 Welcome to Mekko Graphics 5 Welcome to Mekko Graphics Mekko Graphics is a professional tool designed to produce powerful business charting capability in a simple package that works seamlessly with Microsoft PowerPoint. Often, a single, clear visual can save hours and pages of detailed explanation. Mekko Graphics provides powerful features and flexibility that make outstanding, eye-catching charts more quickly and efficiently. You'll love how Mekko charts leverage your data and present it clearly and effectively. To see some of the new features in Mekko Graphics, click here. Mekko Graphics is the result of years of development incorporating new features suggested by you, our users. We have redesigned Mekko Graphics from the ground up, enabling you to make more distinctive, eye catching charts in less time. You will immediately see the difference! Whether you are a corporate strategist or management consultant with high-level, sophisticated charting needs, or just need to add more flexibility and features to your Microsoft PowerPoint charts, with Mekko Graphics, informative and eye-catching presentations will be the hallmark of your work. For more information or support on Mekko Graphics, including sample presentations and FAQs, as well as free online tutorial videos, please visit For more information on Knowledge Management Associates, LLC., visit our corporate website. 11

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21 Installation, Activation, Registration Installing Mekko Graphics Installing Mekko Graphics is a simple and automated process. Check to make sure there is enough space on your hard disk to meet the System Requirements. To see more detailed information on installation, please see our Getting Started with Mekko Graphics document. To install Mekko Graphics 1. First download the Mekko Graphics installation file, MekkoGraphics5.exe to your local machine from the Mekko Graphics website 2. Close all Programs 3. Double click the downloaded MekkoGraphics5.exe file. 4. The InstallShield Wizard appears. Follow the on-screen instructions to install on to your machine. Once Mekko Graphics is installed on the computer, Click Finish. 5. Once installed, you will need to activate Mekko Graphics. Activating Mekko Graphics When you install Mekko Graphics, the product is a 10-day trial version until you activate the software. It is very important to activate the software within 10 days of installing. Once the 10 days have passed, you will be unable to use the software unless you activate it. Note: While you are in trial mode, all charts will have a watermark on them, both in Mekko Graphics and in PowerPoint, until you activate the software. The activation process verifies your product serial number and license. You have two methods of activation: Automatic and Manual (browser-based) activation. Automatic Activation 1. After double-clicking on the chart object in PowerPoint, the Mekko Graphics Licensing screen appears. 13

22 Mekko Graphics User Documentation 2. Choose the radio button "I have a serial number and want to activate Mekko Graphics." and click Continue. 3. Choose the first radio button for Automatic Activation and enter your serial number. (The product serial number is provided to you in your purchase confirmation . To avoid typos in entering, we recommend copying and pasting from your purchase confirmation ). Click Continue. 14

23 Installation, Registration, Activation 4. The activation process begins. When the process is complete, a message appears stating that the software was successfully activated. 15

24 Mekko Graphics User Documentation 5. See the Registration Section to learn how to register your software. Manual (Browser-Based) Activation 1. If you are unable to activate using the Internet, enter your serial number (located in your purchase confirmation ), select the Manual (Browser-based) Activation radio button and click Continue. 16

25 Installation, Registration, Activation 2. The Mekko Graphics Manual Activation screen will appear. (Your Serial Number and Activation Number will be pre-filled in the appropriate fields below). Click on the link "Activate Mekko Graphics" specified in Step 1 of the below screen. Note: You can print this screen if necessary. 17

26 Mekko Graphics User Documentation 3. Once you navigate to the web page (below), copy both your Serial Number and Activation Number from the Mekko Graphics Manual Activation page and paste to their respective fields on the activation screen. Also fill out the bottom fields to register your software. 18

27 Installation, Registration, Activation 4. Click. An Authorization Code is generated 5. Copy the Authorization Code from the webpage, and paste it into the Mekko Graphics Manual Activation screen and click Continue. 19

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29 Installation, Registration, Activation 6. Your software will be successfully activated. 21

30 Mekko Graphics User Documentation Registering Your Software It is strongly recommended that you register your software. You must register your software in order to receive support. You will be prompted to register your software immediately upon activation. You can choose to register then, or choose to register at any time after activation. Registration is not required to use our product. 1. Launch Mekko Graphics. Under the Mekko Graphics button, select Register. 2. Type in your demographic information and click Register. A web page appears and confirms your registration. Registration is required and needs to be accurate in order to receive technical 22

31 Installation, Registration, Activation support. We do not sell or use this information in any way except for support purposes and to send you updates and news about Mekko Graphics. 23

32 Mekko Graphics User Documentation Subscriptions We recently changed our pricing model from a perpetual license to a subscription-based license, and therefore no longer sell Mekko Graphics as a perpetual license. This change in our licensing model was made to better serve our customers. Since our software is tightly integrated with Microsoft PowerPoint, we must be able to provide our users with new releases that are compatible with the latest versions of Office and the latest service packs. Further, we are committed to adding new features to Mekko Graphics to make it more powerful and easier to use so you get the latest and greatest throughout the year! Each license is valid for one year from date of purchase. A license for Mekko Graphics is issued to individuals and not to machines. Therefore, individual users may install Mekko Graphics on any number of machines (i.e. on both their work and home machines). Subscribers will be able to download and install new upgrades throughout the year at no additional cost. Subscriptions also include free and unlimited access to our support services. Our software is delivered electronically. You will receive a link to our web server to download and install the software and a license key to activate it. 24

33 Installation, Registration, Activation Uninstalling Mekko Graphics It is a simple process to uninstall Mekko Graphics. Uninstalling Mekko does not remove PowerPoint presentations with Mekko charts. It only removes the Mekko Graphics application. All of the Mekko Graphics charts you have created are still retained. To Uninstall Mekko Graphics 1. Exit PowerPoint 2. From the Windows Start menu, select Settings > Control Panel. 3. Choose Uninstall a Program 4. Click the Install/Uninstall tab (if your version of Windows contains this tab). 5. From the list of programs you can remove, select Mekko Graphics 5 6. Click Uninstall/Change or doubleclick to uninstall the program 7. At the prompt, click Yes that you wish to remove the program 8. Click OK Uninstalling Mekko Graphics will deactivate the software. You have two options for deactivation: Automatic and Manual (browser-based) deactivation. Your serial number will appear in the field below. (For more information about deactivating, please see Deactivating Mekko Graphics). 25

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35 Installation, Registration, Activation 9. Click 10. Once you have deactivated, the application will begin uninstalling. 11. After the uninstallation is complete, click Finish. 27

36 Mekko Graphics User Documentation Deactivating Mekko Graphics Uninstalling Mekko Graphics will deactivate the software. You have two options for deactivation: Automatic and Manual deactivation. There is no way to deactivate your software without uninstalling. If you have a licensed version of Mekko Graphics, the uninstall process will start the process of deactivating your software. There are two types of deactivation: Automatic and Manual. Automatic Deactivation 1. Choose the first radio button for Automatic Deactivation. Your serial number should be prepopulated in the serial number field. Click Continue. 28

37 Installation, Registration, Activation 2. Click. 3. Once you have deactivated, the application will begin uninstalling. 4. After the uninstallation is complete, click Finish. Manual (browser-based) Deactivation 1. If you are unable to deactivate using the Internet, select the Manual (browser-based) Activation radio button. Your serial number should be pre-populated in the serial number field. Click Continue. 29

38 Mekko Graphics User Documentation 2. The Mekko Graphics Manual Deactivation screen will appear. (Note, your Serial Number and Deactivation Number will be pre-filled in the appropriate fields below). 30

39 Installation, Registration, Activation 3. Click on Deactivate Mekko Graphics specified in Step 1 of the above screen. Note: You can print this screen if necessary. 4. Once you navigate to the web page (below), copy both your Serial Number and Deactivation Number from Step 2 of the Mekko Graphics Manual Deactivation page and paste to their respective fields on the deactivation screen. 31

40 Mekko Graphics User Documentation 5. Click Create. 6. Once you click Create, an Authorization code is generated. Copy the code and paste it back into Step 3 of your Manual Deactivation Screen. 7. Click Continue. 8. Once you have deactivated, the application will begin uninstalling. 9. After the uninstallation is complete, click Finish. 32

41 Installation, Registration, Activation Upgrading Mekko Graphics The installation, activation, and registrations instructions are the same as a new purchase. Please see the appropriate sections for instructions. Note, we do not sell upgrades from Mekko Graphics 3 or Mekko Graphics 4. 33

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43 Overview of Charts Bar/Area/Line Charts at a Glance The science of charting is a way of communicating information visually to people in an effective manner. Each chart type presents information differently. When considering the type of chart to choose, you need to understand the advantages of each type of chart and think about the data you plan to present. Understanding the advantages of each chart type will help you leverage your data and present it clearly and effectively. Below is an overview of the different bar/area/line chart types supported by Mekko Graphics. A comprehensive slide deck is also available for download, which displays working examples of every chart type supported. To see a sample presentation with an example of each chart type, click here. a. Marimekko Marimekko charts are two dimensional graphs that analyze multiple data series against two variables, the X and Y axes. You can think of it as a variable width 100% stacked bar chart. The graphs are so named for their tapestry-like appearance. The Marimekko graph can be used in many different industries. Its function is to display a system of interrelated values so that both groups and relative sizes of the elements can be seen at the same time. In a Marimekko chart, the width of the columns are proportional to data represented by the columns. Individual segment height is a percentage of the respective bar total value. b. Bar-Mekko Bar-Mekko charts also analyze data against the X and Y axis. The difference is that Bar-Mekkos look only at one segment of data. There are both single variable and double variable Bar-Mekkos. There are two types of Bar-Mekko charts, single and double variable, which is defined by the number of data series plotted. To create double-variable Bar-Mekko you must add a bar width row to the data spreadsheet. c. Cascade Cascade charts categorize revenue or cost components of a market segment, as defined by the data series being measured. Each bar is related to and effected by the values in the surrounding bars. That is, given the first bar value, the next bar adds (or subtracts) to it a second value. The third bar then adds (or subtracts) to that value, and so on. The last bar shows the final value after all additions (or subtractions) have been made. d. Horizontal Cascade Categorize revenue or cost components of a market segment, as defined by the data series being measured. Each bar in the chart is related to and affected by surrounding bar values. Use horizontal bar and series labels to improve legibility. e. Cluster Bar Simple and cluster bar charts are bar charts designed to display changes in data over time. A simple bar chart compares items for one data series. A cluster bar chart compares two or more data series 35

44 Mekko Graphics User Documentation plotted side-by-side. The bars are always in the same position for each grouping throughout the graph, so comparisons may be made. f. Stacked Bar A Stacked Bar chart shows the relationship of individual segments to the whole. Each bar represents the total value of a data series and each item in the series is represented by a segment of the bar. The value of each bar and bar segment is measured vertically on the Y axis. g. Horizontal Cluster Bar Cluster bar charts are bar charts designed to display changes in data over time. A horizontal cluster bar chart compares two or more data series plotted horizontally. The bars are always in the same position for each grouping throughout the graph, so comparisons may be made. h. 100% Stacked Bar A 100% Stacked Bar chart shows the relationship of individual segments to the whole. Each bar represents 100% the total value of a data series and each item in the series is represented by a percentage segment of the bar. The value of each bar and bar segment is measured vertically on the Y axis. While the total percentage measured for any one bar is always representative of 100%, the actual total value represented by each bar may vary. i. Area An area chart displays how relative mixtures of a given category change over time. By displaying the sum of the plotted values, it shows the relationship of parts to a whole. Area graphs usually do not display specific values, but rather show trends and relationships. j. 100% Area An area chart displays how relative mixtures of a given category change over time. By displaying the sum of the plotted values, it shows the relationship of parts to a whole. Area graphs usually do not display specific values, but rather show trends and relationships. The total percentage measured for any one time unit is always representative of 100%. k. Stacked Bar Line Stacked and Cluster Bar Line charts combine the dynamics of Bar and Line charts into one chart type. The line displays the data series values plotted vertically at constant intervals. The bars display data series values plotted horizontally at equal intervals. l. Cluster Bar Line Stacked and Cluster Bar Line charts combine the dynamics of Bar and Line charts into one chart type. The line displays the data series values plotted vertically at constant intervals. The bars display data series values plotted horizontally at equal intervals. m. Horizontal Stacked Bar Display the relationship of individual segments (data series) to the whole (bar total). Use horizontal bar and series labels to improve legibility. n. Line Plots series of data points relative to the Y axis at equal time intervals on the X axis for the purposes of trend analysis. 36

45 Overview of Charts o. 2Y Line A Line chart plots series of data points relative to the Y axis at equal time intervals on the X axis for the purposes of trend analysis. In a 2Y Line chart, the user can choose a series to plot as a 2nd Y axis. p. 2Y Cluster Bar Simple and cluster bar charts are bar charts designed to display changes in data over time. A cluster bar chart compares two or more data series plotted side-by-side. The bars are always in the same position for each grouping throughout the graph, so comparisons may be made. In a 2Y Cluster Bar chart, the user plots a series as a 2nd Y axis. q. 2Y Stacked Bar Line Stacked and Cluster Bar Line charts combine the dynamics of Bar and Line charts into one chart type. The line displays the data series values plotted vertically at constant intervals. The bars display data series values plotted horizontally at equal intervals. A 2Y stacked bar line chart allows the user to plot a series in the data as a 2nd Y axis. r. 2Y Cluster Bar Line Cluster Bar Line charts combine the dynamics of Bar and Line charts into one chart type. The line displays the data series values plotted vertically at constant intervals. The bars display data series values plotted horizontally at equal intervals. In a 2Y Cluster Bar Line chart, the user plots another series as a 2nd Y axis. s. Pie Chart A pie chart shows the size of items that make up a data series proportional to the sum of the items. Pie charts always show only one data series and consist of a circle divided into wedged segments. It shows the relative sizes of components to one another and to the whole pie. 37

46 Mekko Graphics User Documentation Mekko Graphics Bubble/Scatter Charts at a Glance The science of charting is a way of communicating information visually to people in an effective manner. Each chart type presents information differently. When considering the type of chart to choose, you need to understand the advantages of each type of chart and think about the data you plan to present. Understanding the advantages of each chart type will help you leverage your data and present it clearly and effectively. Below is an overview of the different bubble/scatter chart types supported by Mekko Graphics. A comprehensive slide deck is also available for download, which displays working examples of every chart type supported. X-Y Linear (Bubble) Bubble charts plot three variables simultaneously. X and Y variables indicate how one item (X) varies in relation to another (Y), and bubble size indicates relative scale. X Log (Bubble) X Log (Bubble) charts plot three variables simultaneously on an X log scale. X and Y variables indicate how one item (X) varies in relation to another (Y), and bubble size indicates relative scale. Log scales cannot plot negative or zero data and are typically used to display regression analysis. Y Log (Bubble) Y Log Bubble charts plot three variables simultaneously on a Y log scale. X and Y variables indicate how one item (X) varies in relation to another (Y), and bubble size indicates relative scale. Log scales cannot plot negative or zero data and are typically used to display regression analysis. X-Y Log (Bubble) X-Y Log Bubble charts plot three variables simultaneously on a log scale. X and Y variables indicate how one item varies in relation to another, and bubble size indicates relative scale. Log scales cannot plot negative or zero data and are typically used to display regression analysis. Growth-Growth Growth/Growth bubble charts illustrate the relationship between market growth rates and product (or company) growth rates. The bubble size reflects the amount of revenue generated by each product (or company). The regression line plots the trend with respect to both rates. Growth-Share Growth/Share charts compare companies within an industry or the relative position of different products (or divisions) within one company. The charts display the relationship between relative market share (inverse logarithmic X axis) and market growth (linear Y axis). ROS/ROA vs. RMS ROS/ROA vs. RMS bubble charts depict the relationship between companies Return on Sales or Return on Assets (linear Y axis) and their Relative Market Share (logarithmic X axis). The bubble size reflects either sales or net income for each company. The normative band illustrates the expected profitability range given a company s RMS. 38

47 Overview of Charts X-Y Linear (Scatter) An X-Y Linear chart shows the relationships among the numeric values in several data series. It displays clusters of quantitative data at uneven intervals on a linear scale. You can plot either two groups of numbers as one series of XY coordinates or display the relationship (regression) among numeric values in several data series. X Log (Scatter) An X Log chart shows an experience curve, which is a regression that displays the relationship between accumulated experience (logarithmic X axis) and constant dollar price (or cost) per unit (logarithmic Y axis). The data points usually represent the price (or cost) and experience for a given year. The X axis is a log scale which cannot plot negative or zero data. Y Log (Scatter) A Y Log chart is a regression that displays a data series as a the relationship between a variable Y axis and a constant value on the X axis. The Y axis is a log scale which cannot plot negative or zero data. X-Y Log (E-Curve) An X-Y Log chart plots two groups of numbers as one series of XY coordinates. Plot either two groups of numbers as one series of XY coordinates or display the relationship (regression) among numeric values in several data series. Create an Experience Curve depicting a decrease in constant dollar cost with accumulated experience over time. Log scales cannot plot negative or zero data. 39

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49 Mekko Graphics Gantt Charts at a Glance Absolute Gantt An Absolute Gantt chart displays a project's task and timeline information using calendar dates. The software then calculates the task duration based on the calendar difference between the two dates and the length of the work week. Relative Gantt A Relative Gantt chart is created when the user enters integers representing a relative start and end day. The difference between these two integers represents the duration. For example, a task with a start date of 1 and an end date of 7 represents a task that is 7 days long. In Mekko Graphics, a relative month is defined as 20 work days or 4 weeks. A relative year is 12 relative months or 48 relative weeks. 41

50 Mekko Graphics User Documentation Chart Creation Inserting a Chart There are two basic methods to insert charts in Mekko Graphics - Standard method and Quick Launch method. Standard Method There are five basic steps to create a chart in Mekko Graphics. 1. Insert a Mekko Graphics Chart From Microsoft PowerPoint, go to the Mekko Graphics tab and choose New Mekko Chart. A chart object will appear on your slide in Microsoft PowerPoint. Double click the chart object (Note, if you have not yet activated the software, you will be prompted with an activation screen. Please follow the instructions on activating the software, or click I want to try Mekko Graphics to continue using the trial version for 10 days.) 2. Choose Chart Type Choose the Chart Type you wish to create. There are three main categories of chart types: Mekko, Bars, Lines; Bubble and Scatter; and Gantt. 42

51 Chart Creation After choosing the chart type, you will be prompted to select a Chart Sub-Type. (For more information on the chart types and subtypes, a brief description of the chart will appear below the selected chart). Click OK. 3. Enter data You may use either the Data View or the Combo View to enter data in Mekko Graphics. Bar labels are generally listed across the top of the spreadsheet, and series labels are listed down the spreadsheet. The first row is designated for Bar names and first column for Series names. The first cell (A1) should be empty. 43

52 Mekko Graphics User Documentation The chart dynamically draws as you enter data into these rows and columns. To enter data into the spreadsheet, you may do any one of the following: 1. Enter data directly as you would in Excel 2. Copy and paste from an existing Excel spreadsheet 3. Link to Excel. 4. Format Your Chart There are two views for formatting your chart - Format View and Combo View. Formatting your chart is likely where you will spend the majority of your time. You have numerous chart, series, segment, bar, axis, and label formatting options. 5. Save and Close When you are satisfied with the look of your chart, select Save and Close from the Mekko Graphics button to save your changes and insert your Mekko Graphics chart into your PowerPoint slide. 44

53 Chart Creation Quick Launch Method 1. Choose Chart Type from Quick Launch menu 2. Enter data You may use either the Data View or the Combo View to enter data in Mekko Graphics. Bar labels are generally listed across the top of the spreadsheet, and series labels are listed down the spreadsheet. The first row is designated for Bar names and first column for Series names. The first cell (A1) should be empty. The chart dynamically draws as you enter data into these rows and columns. To enter data into the spreadsheet, you may do any one of the following: 1. Enter data directly as you would in Excel 2. Copy and paste from an existing Excel spreadsheet 3. Link to Excel. 45

54 Mekko Graphics User Documentation 3. Format Your Chart There are two views for formatting your chart - Format View and Combo View. Formatting your chart is likely where you will spend the majority of your time. You have numerous chart, series, segment, bar, axis, and label formatting options. 4. Save and Close When you are satisfied with the look of your chart, select Save and Close from the Mekko Graphics button to save your changes and insert your Mekko Graphics chart into your PowerPoint slide. 46

55 Chart Creation Entering Data The Mekko Graphics user-interface now has SpreadsheetGear embedded as the Data view. Many Excel formulas and keyboard shortcuts are accessible through SpreadsheetGear. You may use either the Data View or the Combo View to enter data in Mekko Graphics. Bar labels are generally listed across the top of the spreadsheet, and series labels are listed down the spreadsheet. The first row is designated for Bar names and first column for Series names. The first cell (A1) should be empty. The chart dynamically draws as you enter data into these rows and columns. To enter data into the spreadsheet, you may do any one of the following: 1. Enter data directly as you would in Excel 2. Copy and paste from an existing Excel spreadsheet 3. Link to Excel. Edit in Excel Feature An exciting new feature of Mekko Graphics is our Edit in Excel feature. For those users who wish to take advantage of international formulas or who wish to find a formula for a specific function or use some of the Excel features (like being able to select cells and quickly drag and copy in any direction), the Edit in Excel button on the SpreadsheetGear toolbar will launch an instance of Excel. Once you press the Edit in Excel button, your Mekko Graphics data will be automatically copied to an Excel spreadsheet and able to be edited. Any edits you make in Excel are then copied back to your data sheet in Mekko Graphics either by clicking back on the data sheet or by clicking the Excel close box. 47

56 Mekko Graphics User Documentation Link To Excel APPLIES TO: ALL CHARTS Link to Excel is a feature that allows you to import data from Microsoft Excel into Mekko Graphics. This feature is used in the event where you have a fixed chart that points to a changing data source (for instance, a weekly sales report) which allows you to simply replace the data source and refresh your chart, rather than repeatedly copy and paste new data each time the chart needs an update. Once a link has been made, Mekko Graphics will remember the Excel range that was used so that future updates can be made. You can define a selection in Microsoft Excel with a name, and link to that named range in Mekko Graphics. Steps to Link to Excel Creating a Range in Microsoft Excel In Microsoft Excel, select the range you wish to name by highlighting the cells you wish to be included in the range. 2. Once highlighted in Excel, go to the Insert menu, choose Name, Define 3. Name the range (hint - Microsoft Excel does not allow spaces in this name) 4. Ensure the spreadsheet has been saved at least once. 5. Click ADD 6. Click 7. In Office 2010, to name a range you just need to select your range, right click and choose Define Name. Linking to Excel 1. Close Microsoft Excel 2. Launch Microsoft PowerPoint and open the chart for which you wish to establish a link 3. From the Chart tab, go to the Misc section 4. Click on the Excel drop down menu 48

57 Chart Creation 5. Choose Link to 6. The Link to Excel form will open. 6. To link to an existing named range, click the Browse button and navigate to the location of the spreadsheet containing the named range. Choose the first radio button Use an Existing Named Range. Select your desired named range from the drop down menu. The address of that range will appear in the Address field below. To create a new range, choose the radio button Create a New Named Range. Mekko Graphics will create a range on-the-fly based on the selection in Excel. 49

58 Mekko Graphics User Documentation 7. Click 8. The data from that named range will auto-populate your data view. Advanced Tip - The Address field contains the worksheet name, which must be surrounded by single quotes if that name contains any spaces. For example, if the worksheet is named Sales Data, be sure to add single quotes around the address field name 'Sales Data'!$A$15:$I$19. 50

59 Chart Creation Remove Link to Excel APPLIES TO: ALL CHARTS 1. You may remove any established links to Microsoft Excel from Mekko Graphics. The Remove option is only enabled if there is already an established link. It is not enabled if there is no link. Removing a link simply removes the reference to Excel; it does not remove the data. 2. To Remove a link to Excel: 3. From the Chart tab, go to the Misc section 4. Click on the Excel drop down menu 5. Choose Remove 6. The data will remain in your data table; however, the link to Excel is now broken. 51

60 Mekko Graphics User Documentation Refresh Link to Excel APPLIES TO: ALL CHARTS You can manually refresh linked data from the Excel spreadsheet. The refresh can be for one chart or can be initiated for all charts in your slide deck through the Refresh All Excel Links function in Microsoft PowerPoint. Mekko Graphics allows you to manually refresh an established link to Excel. When you refresh your link, the data in Microsoft Excel will re-populate the referenced data table. Therefore, any changes to the data in your Excel range will be reflected in your data sheet. The Refresh option is only enabled if there is an established link. If there is no link, the Refresh button is disabled. To Refresh a Link to Excel 1. From the Chart tab, go to the Misc section 2. Click on the Excel drop down menu 3. Choose Refresh The data will refresh the link. 52

61 Chart Creation Open Linked File in Excel APPLIES TO: ALL CHARTS Mekko Graphics allows you to open the linked file in Microsoft Excel. You can view the Microsoft Excel range and even make changes directly in Excel. When you refresh your link, any new data in Microsoft Excel will re-populate the referenced data table. To Open a Linked File in Excel: 1. From the Chart tab, go to the Misc section 2. Click on the Excel drop down menu 3. Choose Open Linked File 53

62 Mekko Graphics User Documentation Entering Negative Values Certain charts, by their nature, will not accept negative numbers. Negative values are permitted for the following charts: Marimekko, Bar-Mekko, Stacked Bar, Cluster Bar, 100% Stacked Bar, Horizontal Cluster, Horizontal Stacked Bar, 2Y Cluster Bar, Cascade, Horizontal Cascade, Line, 2Y Line, Stacked Bar Line, Cluster Bar Line, 2Y Stacked Bar Line, Pie chart, and Relative Gantt (a Pie chart interprets a negative value as a positive value and a Relative Gantt interprets a negative value as 1). Negatives values are NOT permitted for the following charts: Area Chart, 100% Area Chart The following restrictions apply to the bubble and scatter charts. XY Linear Bubble - both X and Y values may be negative, but bubble size must be a positive number. X Log Bubble- X Log value must be greater than zero, and bubble size must be positive number. Y Log Bubble - Y Log value must be greater than zero, and bubble size must be a positive number. XY Log Bubble - Both X and Y log values must be greater than zero and bubble size must be a positive number. Growth-Growth - both X and Y values may be negative, but bubble size must be a positive number. Growth-Share - X values must be greater than zero, and bubble size must be a positive number. ROS ROA vs RMS - X values cannot be greater than zero, and bubble size must be a positive number. XY Linear Scatter - both X and Y values may be negative X Log Scatter - X Log value must be greater than zero Y Log Scatter - Y Log value must be greater than zero XY Log Scatter - Both X and Y log values must be greater than zero 54

63 Chart Creation Entering Zero Values Certain charts have specific rules for how values of zero are displayed in the chart. In Mekko and Bar charts, if a series is displayed as a bar and a segment in that series has a value of zero or is blank, the segment is not drawn in that chart and the label for that segment is ignored (will not exist in the Label Manager). For Cluster Bar charts, if a bar has zero height due to the sum of the bar segments equaling zero, the bar is displayed at a net height of zero and both the bar labels and totals are displayed. If all segments are zero, the bar label is displayed, but no segment or total labels are displayed. They also are not displayed in the Label Manager. For a bar of zero width (Marimekko or Bar-Mekko), segment labels are not displayed and bar labels and bar totals reside in the Label Manager as Unplaced. For Line or Bar Line charts, if a segment value (point) is blank, Mekko Graphics will not draw a line through that point. If the segment value is zero, Mekko Graphics draws a line through the zero point value. For Area charts, if a segment value is blank or zero, it is treated as zero value. For Pie Charts, if a segment value is blank or zero, the segment is not drawn and the segment label is ignored (will not exist in the Label Manager). 55

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65 Formatting Your Chart Chart-Level Formatting Chart Level formatting includes formatting options that affect the entire chart (not specific series, segments, or bars). Your options for chart-level formatting for bar, line and area charts are: Colors Totals and Number Formatting Average Lines (both computed and manual) Growth Lines (stacked bar and cluster bar chart types) Your options for chart-level formatting for bubble and scatter charts are: Colors Average Lines Quadrant Lines Growth/Share Lines Normative Band Regression Lines Please refer to the section on Gantt for Gantt chart formatting options. 57

66 Mekko Graphics User Documentation Overview of Color Mekko Graphics comes installed with a default color palette (including 4 color shades), and no shading color. A color palette defines the available colors that you may choose for your Multi-color or Black and White charts. Draw order defines the order in which these colors will display for series in your chart. No Shading color is the color you would choose if you had No Shading selected as your color style. In addition to the color palette that your chart utilizes, you can also select custom colors for your chart on the fly. You can then apply these colors to either series or segments in your chart and those colors will stay with your chart until you remove them. If you wish to change either the default colors in your chart and/or the draw order of those colors, you can do so easily through the Preference Manager. The Preference Manager contains a Color Manager which allows you to set color definitions for your charts. Mekko Graphics Preference Manager comes equipped with five standard color sets available through the drop-down button: 1. Mekko Graphics Standard displays the default color palette and draw order for Mekko Graphics 4 and Mekko Graphics Mekko Graphics 3 Standard - displays the default color palette and draw order for Mekko Graphics Mekko Graphics 99 Standard displays the color palette available through our oldest Mekko Graphics version. 4. Mekko Graphics Extended - displays an extended color palette to our Mekko Graphics Standard version 5. PowerPoint Standard displays the default color palette available through PowerPoint. In the Preference Manager, you may also create custom palettes and create custom draw orders for those colors in your chart. You can edit existing colors by changing the name or RGB value, add new colors, and delete colors from both your draw order and color palette. Once you are satisfied with your color palette, you can change your chart colors in Mekko Graphics by either segment or series. 58

67 Formatting Your Chart Chart Colors Mekko Graphics can automatically color each series of data in the default standard order. You may choose Multi Color, Black and White, or No Shading. Our Multi Color option offers a default multiple color option or you have the option to choose one of four color shades - Blue, Gray, Green, and Rust. APPLIES TO: ALL CHARTS To change the Color/Shading options for your chart: In the Chart tab, go the Chart section and click on the Color drop down menu. Select your desired color style. For the Multi Color option, choose from the available multi color shading choices. You may also choose Chart from the Format section of the Chart Menu, which brings up the Format Chart dialog box. Choose the desired shading style radio button and click. 59

68 Mekko Graphics User Documentation To change your default for color style for Multicolor, No Shading, or Black and White, use our Preference Manager. 60

69 Formatting Your Chart Growth Lines Growth Lines can be used in charts to visualize the difference typically between first to last bar, although it can be between any two bars (or between any two segments for cluster bar charts). The line is drawn from the start bar to the end bar with an arrow pointing in the direction of the growth. APPLIES TO: STACKED BAR, STACKED BAR LINE, 2Y STACKED BAR LINE, CLUSTER BAR, 2Y CLUSTER BAR, CLUSTER BAR LINE, AND 2Y CLUSTER BAR LINE CHARTS There are two types of growth lines: automatic and modified. An automatic growth line is defined as a line with any start and end bar, the default color, default line style, default arrow size, a calculated (default) vertical offset, and the default number format as defined in your chart. A modified growth line is defined as a line that is not automatic. Stacked Bar Chart Family By default, a growth line s Start Point is the first valid bar in your chart, and the End Point is the last valid bar in your chart. A bar is invalid if: It is hidden It is marked as a placeholder The bar does not contain any positive segments (i.e. Positive Segments Total = 0) If you change the definition of the first and last bar after inserting an automatic growth line that uses the default start and end bars, the growth line will accommodate to the next valid bar. If there is no available valid bar, the growth line will disappear. If you have a growth line with a custom-defined start and end bar, and one of those bars is made invalid after the insertion of the growth line, the line will be removed. Cluster Bar Chart Family By default, a growth line s Start Point is the first valid segment in the first cluster, and the End Point is the first valid segment in the last cluster. A segment is invalid if: It is hidden It is marked as a placeholder 61

70 Mekko Graphics User Documentation The segment value is negative or zero. If you insert an automatic growth line and one of the segments is rendered invalid, the line will be drawn to the next valid equivalent segment in the next available cluster. In determining the start line value for an automatic growth line, Mekko Graphics looks for the first valid segment in the first cluster that ALSO has an equivalent valid segment in the last cluster. In a cluster bar chart, you can draw a growth line from any valid segment to any other valid segment in two different clusters (i.e. you cannot draw a growth line between two segments in the same bar cluster). For any growth line, the slope of the line is calculated based on the position of the two bars. If you sort bars, all automatic and modified growth lines will be retained based on the new sort. Both lines and net lines are excluded from all growth line calculations. Growth lines will not be retained upon chart conversion. Inserting a Growth Line To insert a Growth Line, go to the Chart tab and from the Growth Lines menu item, choose Insert Growth Line or Insert Custom Growth Line. The Growth Lines button is a split button. The top-most half of the button operates independently from the bottom half of the button. For a quick insertion of a growth line, you may choose the top half of the button and Mekko Graphics will insert an automatic growth line with the default first and last valid bar as the start and end bar of your chart (for a stacked bar chart) or the first valid segment in the first cluster and first valid segment in the last cluster (for a cluster bar chart). Inserting a Growth Line via the Insert Growth Line menu item, will insert an automatic growth line. Inserting a Growth Line via the Insert Custom Growth Line menu item will bring up the following dialog box. 62

71 Formatting Your Chart STACKED BAR ADD GROWTH LINE DIALOG BOX CLUSTER BAR ADD GROWTH LINE DIALOG BOX The Start Bar and End Bar values will default to the first and last valid bar of your chart. You may also choose to insert a growth line that has a different start or end bar (i.e. does not use the first and last bar in your chart). You can define the Start Bar and End Bar by selecting the appropriate bar in the drop down menu. You can also define the appearance of the line by selecting the line color, line style, line width and arrow width. A preview of the arrow will update as you make your appearance selections. You can modify the Value Number Format of your growth line values either by keeping the Default or by customizing the number format values. Mekko Graphics gives you the ability to define the Default Number Format for your growth lines, so that all future growth lines will have your defined format. Defining the Default Number Format You can define the default number format for all of your growth lines. Setting the default number format ensures that all growth lines inserted after setting the default will inherit the number format defined as 63

72 Mekko Graphics User Documentation the default. To define the default number format for growth lines, go to the Format Numbers dialog box and select the Growth Line Values type. Here, you can define the number format as a Percent or Number, display units and/or currency values, and define both the Decimal Place format and Thousand Separator format. Insertion of Multiple Growth Lines You may insert more than one growth lines in your chart. Subsequent growth lines will be placed above the position of highest growth line in the chart. Removing a Growth Line You may delete a specific growth line by right-clicking the line and choosing Remove Growth Line from the contextual menu. You may remove all Growth Lines from the chart by choosing Remove all Growth Lines from the main menu. 64

73 Formatting Your Chart If you delete a bar which is either a start or end point of an automatic growth line, the growth line will accommodate to the next available valid bar. If the growth line contains a custom start and end bar (not first and last bar), and one of those bars is deleted, the growth line will disappear. Managing Growth Lines You can manage the growth lines in your chart by choosing Manage Growth Lines from the Growth Lines Menu. This will bring up the following dialog box. 65

74 Mekko Graphics User Documentation Here you can add, remove, restore, or edit any growth line in your chart. Adjusting a Growth Line Once a growth line is inserted, you can manually adjust growth lines by 1. vertically moving the line itself (changing the vertical offset), 9. 66

75 Formatting Your Chart or 2. moving either the start or end points to a different valid bar (changing boundary points). If a bar is invalid, you will not be permitted to move either the start or end point to that bar. If you drag the start or end point of a line to different bar, the slope value (label) will accommodate. If you change the vertical offset, or change the boundary points (start and end points) of the line, the label remains automatic and placed. However, if you move the growth line label independent of the line, the label becomes manual. If a line is modified with a manually defined vertical offset and you change the data of your chart (and that change affects either the Start and/or End Bar of your chart, the midpoint position of the line will be retained, and the angle of the line will be adjusted to accommodate the new data values. 67

76 Mekko Graphics User Documentation Changing Direction To change the direction of a growth line, simply right click the line and choose Change Direction. This action will change the boundary points of the line by swapping the start and end points of the line (will draw the arrow on the opposite side of the line). It will also adjust the label value to accommodate the change in growth line direction. 68

77 Formatting Your Chart 10. Formatting a Growth Line Each growth line will have a line format, a number format, a start and end bar, and an arrow shape and size. Growth lines will inherit the properties of the default growth line definition, but are able to be edited by right clicking the growth line and choosing Edit Growth Line, or simply by double clicking the line, which brings up the Edit Growth Line dialog box. 69

78 Mekko Graphics User Documentation Appearance You may accept the default (automatic) appearance of your growth line, or you may customize the format of your line by selecting a different Color, Style, Width or Arrow Width. Value Number Format For the growth line label, you may accept the default value number format or customize the format of the label by displaying the label as a Percent or Number, specifying units and/or currency, choosing the number of decimal places and whether to use a thousand (1000) separator. Restoring Growth Lines You may restore a specific growth line by right-clicking the line and choosing Restore Growth Line from the contextual menu. 70

79 Formatting Your Chart You may restore all Growth Lines from the chart by choosing Restore All Growth Lines from the Growth Lines menu. Restoring a growth line will restore the line to its default vertical offset on the chart, retaining the boundaries points of the growth line as they are defined by the user. Additionally, restoring a growth line will also restore the label to the original value and location even if the label is edited or moved. If the label is edited and the user restores the line, the edits will be lost. Since the Change Direction command simply changes the start and end point of a line, and Restore action does not touch the boundary points of a growth line, restoring a growth line will retain any Change Direction action done to that line. 71

80 Mekko Graphics User Documentation Adding/Removing Segment Links Linking segments allows you to draw individual dashed lines between bar segments. APPLIES TO: CASCADE, HORIZONTAL CASCADE, STACKED BAR, HORIZONTAL STACKED BAR, 100% STACKED BAR, STACKED BAR LINE, 2Y STACKED BAR LINE CHARTS To Add Segment Links: Using one of the above chart types, go to the Format Segment tab, select the Segment Links drop down, and select Activate Segment Link Mode Green dots display the allowable segment link points. Click and drag from your starting point to ending point, drawing the segment link from one green dot to another. A green dot will indicate an allowable ending point based on your starting point. Continue drawing your segment links until you are satisfied with your chart. Red dots indicate the start and end points of an already-drawn segment link. 72

81 Formatting Your Chart To exit Segment Link mode, select the Segment Links drop down again, and choose the Activate Segment Link Mode toggle to turn it off. To Remove Segment Links: You can remove all of your segment links at once by choosing Remove all Segment Links from the Segment Links drop down menu. 73

82 Mekko Graphics User Documentation You may also remove individual segment links by right clicking on the link you wish to remove and choosing Remove Segment Link or by selecting an individual link and choosing Remove Segment Link from the Segment Links drop down menu. Tip: For all chart types that support segment links, bar sorts remove segment links. Series sorts retain segment links even if some end up crossing. 74

83 Formatting Your Chart Average Lines Mekko Graphics includes the ability to add an Average Line. Average lines display the data average for a given chart, drawing a line across the entire chart at the average value point on the Y axis. There are two types of average lines: Computed and Manual COMPUTED AVERAGE LINES APPLY TO: STACKED BAR, STACKED BAR LINE, 2Y STACKED BAR LINE, HORIZONTAL STACKED BAR, CLUSTER BAR, CLUSTER BAR LINE, 2Y CLUSTER BAR, 2Y CLUSTER BAR LINE, HORIZONTAL CLUSTER BAR, LINE, 2Y LINE, AND BAR MEKKO CHARTS MANUAL AVERAGE LINES APPLY TO: ALL CHARTS EXCEPT PIE AND GANTT CHARTS To Add an Average Line 1. Go to the Chart tab and choose Average Lines from the Format section 2. Click the button to add an average line. For some chart types, you will see two radio buttons: Computed and Manual. For those chart types, you will have the option to create either a Computed or a Manual average line. Other charts only provide the option to create a manual average line. Computed Average Lines Computed Average Lines automatically calculate and display the data average for a given chart, drawing a line across the entire chart at the calculated average value point on the Y axis. Note: For 2Y chart types, you have the option of displaying the average line on the Y or 2Y axis. Computed Average lines will automatically recalculate and adjust your average line if your data changes. 75

84 Mekko Graphics User Documentation 1. The Label field will auto-populate the calculated average value as the label. You have the option to change this value. 2. The average line function defaults to show a black, 3.0 pt., dashed line. To change this default, select from the available formatting options displayed in the window (Color, Line Style, Line Width). 3. Click. Manual Average Lines 1. At the Label field, enter the label for the average line that you would like to appear on your chart. Add your average value at the Value field. The minimum/maximum value must not exceed the minimum/maximum Y axis value on your chart. Note: For 2Y chart types, you have the option of displaying the average line on the 1st or 2nd Y axis. 76

85 Formatting Your Chart 2. The average line function defaults to show a black, 3.0 pt., dashed line. To change this default, select from the available formatting options displayed in the window (Color, Line Style, Line Width). 3. Click. To Remove an Average Line From the Average Lines dialog box, click on an existing Average Line, and click receive a dialog box asking you to confirm the deletion. Click Yes.. You will Click. Change an Average Line 1. From the Average Lines dialog box, click on an existing Average Line, and click. 77

86 Mekko Graphics User Documentation 2. You will then be navigated to the Edit Average Line dialog box, with your existing values populating each field. 78

87 Formatting Your Chart 3. Make your changes and click. 4. Click again. 79

88 Mekko Graphics User Documentation Formatting Numbers in your Chart Mekko Graphics offers tremendous flexibility in creating a number format that works for your chart. APPLIES TO: ALL CHARTS To Set Number Format 1. To change the number format for you chart, go to the Chart tab and choose Numbers from the Format Section. 2. This brings up Format Numbers dialog box. Number Format You can set your Number Format for Segment Values, Bar Totals, Axes,and Growth Lines (for supported chart types). Select the Type you wish to define number format. You have the option to: 80

89 Formatting Your Chart Display numbers as a percent or number 1. Choose the desired radio button for each of your label types to display them as a number or percent. If you choose percent, you have the option to display a percent sign. 2. You may also select from a list of standard units and currencies, or create your own by selecting the button. Specify the number of decimal places and whether to use a thousand separator Choose the number of decimal places for each label type. You should uncheck the checkbox to change the default setting for number of decimal places. You can also choose whether to include a Thousand separator for your numbers. Define the Decimal and Thousand Separator 1. You have the ability set your decimal and thousand number separator for your charts. When you create a presentation, it is automatically associated with your regional settings which determines your default settings for your thousand and decimal separator formats. However, you have the option to change the default values for thousand and decimal separator for each chart. 2. Click on the button. The Number Format Options dialog box allows you to change the Decimal Separator and/or the Thousands Separator for the chart. These setting will be saved for this chart until you restore the settings. The setting. button will remove the custom settings and revert back to your default 81

90 Mekko Graphics User Documentation 3. If you wish to change the default number format for all charts, you can do this through the Region Preferences in the Preference Manager. 82

91 Formatting Your Chart Spell Check Once the user launches Mekko Graphics, there is another language combo box. The default language is the language selection in Microsoft PowerPoint. The user can then change the language in Mekko Graphics for a particular chart. Therefore, even if a presentation is set to English, a French chart within that presentation can be spell-checked in French within Mekko Graphics. You may spell-check a chart for the language set in Mekko Graphics. Mekko Graphics calls Microsoft Word s spell-checking function. When the user clicks the spell-check button, the Mekko Graphics gives up control of your computer to Microsoft Word. Word then launches its spell-check dialog, completes the spell-check in the language set for that chart, and then gives control back to Mekko Graphics. Steps to Spell Check 1. Go to the Format Labels tab 2. Go to the Spelling section 3. Choose Check Spelling for your selected language 83

92 Mekko Graphics User Documentation Quadrant Lines Quadrant lines are used to create a 2x2 matrix. Mekko Graphics automatically calculates the midpoints of each axis to create the lines. You may also adjust the location of the quadrant lines. APPLIES TO: X-Y LINEAR BUBBLE AND X-Y LINEAR SCATTER CHARTS To add quadrant lines 1. Go to the Chart tab and choose Chart from the Format section 2. Click on the Quadrant Lines tab 3. Indicate whether you wish the quadrant lines to appear by checking or unchecking the checkbox. 4. Enter the values for the lines, or accept the defaults. 84

93 Formatting Your Chart 5. Click. Regression Lines A regression line is a line drawn through the points on a scatter chart to summarize the relationship between the variables being studied. The slope represents the degree to which the variables are related. When it slopes down (from top left to bottom right), this indicates a negative or inverse relationship between the variables; when it slopes up (from bottom right to top left), a positive or direct relationship is indicated. APPLIES TO: ALL SCATTER CHARTS To add a regression line 1. To add a regression line, go to the Chart tab and select Chart from the Format section. 85

94 Mekko Graphics User Documentation 2. Choose the Regression Lines tab 3. Indicate which labels you wish to have included in your regression line: slope, intercept, R 2, # of Objects 4. Select the number format (including percent, number of decimal places, and units or currency if applicable) for the regression line 5. Click 6. To designate which series to display regression, go to the Series(Rows) section and choose Show Regression 7. Choose which series you wish to display regression lines by clicking the appropriate checkbox(es). 86

95 Formatting Your Chart Choose the color, line style, and weight of the regression lines. 8. To show regression line labels, choose Regression Labels in the Series(Rows) section of the Chart tab 87

96 Mekko Graphics User Documentation Select which regression lines should display the labels. Only series for which you have chosen to display regression lines will appear in this list. 9. Click. 88

97 Formatting Your Chart Growth/Share Lines A horizontal growth line is drawn on the Y axis (representing market growth). The vertical share line is drawn on the X axis (representing Relative Market Share). The competitive area is the rectangle formed by the growth line, share line and competitive area line. APPLIES TO GROWTH-SHARE CHART To create Growth/Share Lines 1. Go to the Chart tab and select Chart from the Format section. 2. Select the tab for Growth/Share Lines 3. Enter the desired values for the Share Line (X axis), Growth Line (Y axis) and competitive area. 4. Click. 89

98 Mekko Graphics User Documentation Normative Band The normative band is used in the ROS/ROA vs RMS chart and depicts the expected profitability range given a company s relative market share. It is plotted according to the values of your data. APPLIES TO ROS/ROA VS RMS CHART To Adjust a Normative Band 1. Go to the Chart tab and select Chart from the Format section. 2. Click on the Normative Band tab 3. Mekko Graphics creates default calculations for the slope and band width. You may change these values by un-checking the checkbox and entering values manually. 4. When satisfied with the look of your normative band, click 90

99 Formatting Your Chart 5. Selecting Series to Include in Normative Band 6. You can select which series of your data to include in the normative band calculation. By default, all series are included, and you can exclude selected series manually. 7. Go to the Chart tab and select Normative Band from the Series(Rows) section. 8. Select the Normative Band tab 9. Check the series you wish to have included in the normative band calculation 10. Click. 91

100 Mekko Graphics User Documentation Definition of Slope The slope quantifies the steepness of the line. It equals the change in Y for each unit change in X. It is expressed in the units of the Y-axis divided by the units of the X-axis. If the slope is positive, Y increases as X increases. If the slope is negative, Y decreases as X increases. Definition of # of Objects The #of Objects is equal to the number of series being calculated in the regression line. Definition of R2 R 2 is a measure of goodness-of-fit. The value r2 is a fraction between 0.0 and 1.0. An r 2 value of 0.0 means that knowing X does not help you predict Y. There is no linear relationship between X and Y, and the bestfit line is a horizontal line going through the mean of all Y values. When r 2 equals 1.0, all points lie exactly on a straight line with no scatter. Knowing X lets you predict Y perfectly. Definition of Intercept The Y intercept is the Y value of the line when X equals zero. It defines the elevation of the line. 92

101 Formatting Your Chart Formatting Total Values You have the ability to format your bar and grand total values for your charts. Mekko Graphics gives you maximum flexibility by providing options of percent/number, number format, units, and currency, as well as the ability to create custom formats. APPLIES TO: BAR TOTALS - ALL BAR CHARTS EXCEPT AREA, LINE, AND PIE CHARTS GRAND TOTALS - MARIMEKKO AND BAR MEKKO CHARTS To access Bar and/or Grand Total number formatting options: 1. Go to the Chart tab and choose Numbers from the Format Section. You may also choose Chart from the Format section of the Chart Menu, which brings up the Format Chart dialog box. 93

102 Mekko Graphics User Documentation 2. Choose the Totals tab where you can specify your number format for bar and grand totals. Formatting Bar and Grand Totals 1. Choose to Show Bar Totals by checking the or checkbox. 2. Display numbers as a Percent or Number by selecting the desired radio button. If you choose percent, you have the option to display a percent sign. If you choose Number, you may also select from a list of standard units and currencies, or create your own by selecting the button. 3. Specify the number of decimal places and whether or not to use a thousand separator. To do this, uncheck the checkbox to change the default setting for number of decimal places. Click the checkbox if you wish to include a Thousand (1000) separator for your numbers. 4. Click. Show/Hide the Display of Total Labels You can easily toggle the display of bar totals in your charts by selecting and deselecting Show from the #.#Totals drop down menu in the Bars(Columns) section of the Chart tab. 94

103 Formatting Your Chart Select Start Angle for Pie You have the ability to select a start angle for a pie chart. If you think of the pie chart as a clock, the default start angle begins at 12:00, so the first series in your spreadsheet will begin at 12:00. You may then change the start angle of the pie which will rotate the drawing of the first series by the number of degrees you specify. APPLIES TO: PIE CHARTS To change the start angle for a pie chart: Go to Chart tab in the Format section and enter the desired Start Angle. 95

104 Mekko Graphics User Documentation Resetting your Legend You can restore all original legend settings by clicking the dialog box. button in Format Legend You can also reset your legend by right-clicking the legend area and selecting Reset Legend.. Reset Legend will restore item order, legend size, legend location, legend item location, legend item font size, font family, font attributes, font text, legend area settings (border, transparency), and all hidden legend items. Resetting your legend does not restore manual legend key changes. To reset individual legend items (as opposed to the entire legend), right click the item in the label manager and click Restore. Restoring individual legend items will restore the item to the legend font size, font family, font attributes and text. It will also restore a smartplaced legend label to unplaced. You can Restore individual legend items or Restore All. 96

105 Series and Segment Format Colors and Patterns Many times it is necessary to customize a series color or pattern to make it suit corporate or industry standards. The Mekko Graphics charting system gives you control over shading individual data series or segments within a chart. APPLIES TO: ALL CHARTS Custom Coloring a Series 1. Go to the Format Segments tab and open the Color drop down menu under the Series section. 2. Choose your color. If your color is already in your palette, click. Your series will automatically recolor according to your new choice. 3. If you want to create a new color on the fly, click the button. 4. Here, you may create a new color by selecting on the palette or by directly typing in a RGB value. 97

106 Mekko Graphics User Documentation 5. Click. Custom Coloring a Segment 1. You might find it necessary to customize a specific segment color or pattern in a series to highlight a point or issue in your chart. The Mekko Graphics charting system gives you control over shading individual segments within your chart. 2. Go to the Format Segments tab and open the Color drop down menu under the Segment section. 98

107 Series and Segment Format 3. Choose your color. If your color is already in your palette, click. Your segment will automatically recolor according to your new choice. 4. If you want to create a new color on the fly, click the button. 5. Here, you may create a new color by selecting on the palette or by directly typing in a RGB value. 6. Click. 7. Tip - You may also take advantage of the right-click option, which is an efficient way to customize individual segments or series To do this, right-click on a series in your chart and choose Series Style... or Segment Style... 99

108 Mekko Graphics User Documentation 8. At the dialog box, click on the segment you wish to edit, uncheck the Automatic check box, and choose your color. You may also choose a pattern, specify border options, line style and line color. 9. If you wish to customize the color selections in your color palette, please see the section in the Preference Manager. 100

109 Series and Segment Format Data Rows Mekko Graphics allows you to display series data as a row. APPLIES TO: ALL MEKKO, BAR, AND LINE CHARTS EXCEPT PIE CHARTS 1. Create one of the above chart types. 2. Go to the Chart tab and choose Hide/Show in the Series(Rows) section. 3. This opens the Hide/Show Data Row tab of the Format Series dialog box. 4. Choose the series you wish to change and select one or more of the available checkboxes to indicate if you wish it to be only in the chart (Chart), just the data row (Data), or in both the chart and data row (check both boxes) 5. If you choose Data or if you select both boxes, click the to specify your desired number format for the data row. 101

110 Mekko Graphics User Documentation 6. Click 7. Data row labels display in the Miscellaneous tab of the Label Manager. 8. Tip - To make more room for your data rows, you can simply adjust your chart margins. You can adjust margins by clicking and dragging on the margin handles. Moving margins changes the proportion of space allocated to the different chart components (i.e. charts, grand total, data rows, legend, etc.). 102

111 Series and Segment Format Display Series as a Line Mekko Graphics allows you to display one or more series as a line in your chart. The line can display a data series emphasizing change over time or trend. Bar Line charts combine the dynamics of a bar and a line chart. APPLIES TO: STACKED BAR LINE, CLUSTER BAR LINE, 2Y STACKED BAR LINE, 2Y CLUSTER BAR LINE CHARTS. To show a series as a line: 1. Create one of the above Bar Line chart types. 2. Go to the Chart tab and choose Show as Line in the Series(Rows) section. 3. This opens the Show As Line tab of the Format Series dialog box. 4. Click the checkbox to mark the desired series to display as a line 5. Click. To Designate a Specific Series as a Line: 1. If you wish to save keystrokes, click on a specific series that you wish to display as a line. 103

112 Mekko Graphics User Documentation 2. With the series selected, go to the Chart tab and choose Show as Line in the Series(Rows) section. 3. The Format Series dialog box will not open, but the selected series will display a line. Note: Any series displayed as a line can also be reverted back to display as a bar. To display a line as a bar, simply click on the line, and choose Show as Bar in the Line Series section of the Format Segments tab. 104

113 Series and Segment Format Border and Line Options Mekko Graphics gives you control over adding borders and lines to individual data series or segments within a chart. APPLIES TO: ALL CHARTS To add borders to any series 1. Go to the Chart tab and choose Style in the Series(Rows) section. 2. Click on the Borders tab. 3. You can choose one or more series (Cntl-click for multiple series) and choose your border options by selecting or deselecting each border (top, bottom, right, left). Once you customize your border, the checkbox will become unchecked. To return to the default settings, check the Automatic box. To quickly add borders to any series 1. Click on the series/segment you wish to add/edit a border. 2. You will immediately be navigated to the Format Segments tab. 105

114 Mekko Graphics User Documentation 3. Click on the Border drop down menu and choose the appropriate option to change the border for either the segment or series. Advanced Tip: Mekko Graphics draws segments with user customized borders after it draws noncustomized segments. Therefore, if a user customizes a specific segment and no adjacent segments are customized, the custom border appears on all 4 sides of the segment. Axes are not included and will always draw black. If a user customizes two adjacent segments, the following rules will apply. If two adjacent segments have different custom styles (or one has a custom style and the other has only a custom color), the dashed segment will have priority over the dotted segment, and line styles have priority over line color. If two adjacent segments have different custom colors (and the same custom style or no custom style), the one with the color that appears earlier in the custom palette will have priority. If two adjacent segments have different custom styles and different custom colors, the dashed segment will have priority. Moving a Series to the 2Y Axis You can plot series data against a secondary axis (2Y axis). It is helpful to use the 2Y axis when the range of values vary greatly for different data series or when you are showing mixed types of data (e.g. price and volume) where one or more series is plotted against the 2Y axis. APPLIES TO: 2Y LINE, 2Y CLUSTER BAR, 2Y STACKED BAR LINE, 2Y CLUSTER BAR LINE CHARTS 106

115 Series and Segment Format To plot a series on the 2Y axis: 1. Create one of the above 2Y chart types. 2. Go to the Chart tab and choose Set 2Y Axis in the Series(Rows) section 3. This opens the Set 2Y Axis tab in the Format Series dialog box 4. Mark the desired series to plot the series on the 2Y axis 5. Click. Tip - For 2Y Stacked Bar Line charts, a series must be designated as a line or net line in order to be available to plot on the 2Y axis. To Designate a Specific Series to Plot on the 2Y Axis: 1. If you wish to save keystrokes, click on a specific series that you wish to be plotted on the 2Y axis. 2. With the series (line) selected, you will automatically be navigated to the Format Segments tab. Choose Plot on 2Y Axis in the Line Series section. 107

116 Mekko Graphics User Documentation Net Lines 3. The selected series will automatically plot on the 2Y axis. Net Lines are used to display the average value based on data entered for a given bar. APPLIES TO: CASCADE, HORIZONTAL CASCADE, STACKED BAR, HORIZONTAL STACKED BAR, STACKED BAR LINE, AND 2Y STACKED BAR LINE CHARTS To designate a net line series: 1. Create one of the above Stacked Bar or Cascade chart types. 2. Go to the Chart tab and choose Net Lines in the Series(Rows) section. 3. Navigate to the Show as Net Line tab 108

117 Series and Segment Format 4. Click the checkbox(s) for the series you would like to display as a net line. You may also click the to display the values for the net lines. Other Series 5. Click. An "other" series designates data from combined sources (e.g. companies representing <2% of product line sales). Data is most often included in this series because it does not provide meaningful information if it were broken down by individual source. By identifying the "other" grouping, Mekko Graphics will automatically place the "other" segment(s) at the top of each bar, no matter how it is sorted. This will not effect your spreadsheet. APPLIES TO: MARIMEKKO, BAR-MEKKO, STACKED BAR, CLUSTER BAR, 100% STACKED BAR, HORIZONTAL CLUSTER BAR, HORIZONTAL STACKED BAR, 2Y CLUSTER BAR, CASCADE, AND HORIZONTAL CASCADE. You can: create new other series, designate an existing series as an other series, add/remove segments to an other series, and remove an other series. To create a New Other Series 1. Create one of the above chart types. 109

118 Mekko Graphics User Documentation 2. Go to the Chart tab and choose Other in the Series(Rows) section. 3. Select the Other Series tab. 4. Click the button to create a new other series. Enter the name of the new other series. You can give it any name. 5. Click. 110

119 Series and Segment Format To Add/Remove Segments to an Other Series 1. Choose the segments you would like included in the Other Series selected by checking off each segment in the list that you wish to include. Alternatively, you may type in a segment value maximum in the field and click the button to have Mekko Graphics automatically select all the checkboxes and add to Other those segment values that are less than your entered maximum value. 2. Click 3. You can also use the Label Manager to perform actions on Other Series. If a segment is in an Other Series, that label will display in the Label Manager as "In Other". By right-clicking on a series label in the Label Manager, you can add any label to your other series by selecting 'Add to Other'. If a label is already in an other series and you wish to remove it, you can right click on that label and select 'Remove from Other'. You can also remove all segments from an other series by selecting 'Remove all from Other' in the Label Manager right click options. To Designate an Existing Series as an Other Series The process is similar to creating a new others series. Instead of clicking the button, simply click the designate as an other series. drop down arrow to select the other series you wish to 111

120 Mekko Graphics User Documentation To Remove an Other Series You can simply delete the created row in your spreadsheet to remove an other series. Sorting Series Sorting your chart data clarifies your chart content and message. Mekko Graphics allows you to sort by bar or series. APPLIES TO: MARIMEKKO, BAR-MEKKO, CASCADE, HORIZONTAL CASCADE, STACKED BAR, HORIZONTAL STACKED BAR, 100% STACKED BAR, STACKED BAR LINE, AND 2Y STACKED BAR LINE To Sort by Series 1. Create one of the above chart types. 2. Go to the Chart tab and choose Sort in the Series(Rows) section. 3. Choose the appropriate option to sort your series data. 4. You may also click on the in the Series(Rows) section of the Chart tab and navigate to the Sort tab to sort your series data. Tip: Series designated as Other series are always on top and are never included in a sort. 112

121 Series and Segment Format Comparison Lines Comparison lines allow you to easily view the change in series values across the chart. Mekko Graphics lets you automatically add dashed lines comparison lines between segments in a bar chart. APPLIES TO: CASCADE, HORIZONTAL CASCADE, STACKED BAR, HORIZONTAL STACKED BAR, AND 100% STACKED BAR CHARTS. Adding comparison lines 1. Create one of the above chart types. 2. Go to the Chart tab and choose Link Series in the Series(Rows) section. 3. Comparison lines will automatically be drawn linking series data. 4. You may also click on the in the Series(Rows) section of the Chart tab and navigate to the Comparison Lines tab to add comparison lines to your series data. 5. Check the checkbox Link Series with Comparison Lines 6. Click 113

122 Mekko Graphics User Documentation TIP: Adding comparison lines does not require the chart to have an equal number of segments in each bar. However, you must have the data properly entered by series. Removing comparison lines: 1. Go to the Chart tab and uncheck Link Series in the Series(Rows) section. Comparison lines will be removed from your chart. 2. You may also click on the in the Series(Rows) section of the Chart tab and navigate to the Comparison Lines tab 3. Un-check the checkbox Link Series with Comparison Lines

123 Series and Segment Format Show Lines - Connecting Scatter Data Points with Lines Mekko Graphics gives you the ability to connect data set points with lines on scatter charts. This feature allows you to put all the dots into perspective, usually by identifying trends or showing relationships. APPLIES TO: ALL SCATTER CHARTS Connecting Scatter data points 1. Create one of the above chart types. 2. Go to the Chart tab and choose Show Lines in the Series(Rows) section. 3. You should be directed to the Show Lines tab in the Format Series dialog box. 4. Choose which marker grouping or data set(s) you wish to connect with lines by checking the desired checkbox(es). 5. You have a choice of two different connection orders: 6. Spreadsheet Order - the order defined in the spreadsheet 115

124 Mekko Graphics User Documentation 7. Left to Right - simply left to right. 8. Choose the appropriate radio button. 9. Choose the line style and weight of the line by either accepting the automatic setting for style and weight, or unchecking the "Automatic" check box and choosing your desired style and weight. 10. Click. Hide/Show Series Mekko Graphics allows you to hide series in your chart. APPLIES TO: ALL CHARTS 1. Go to the Chart tab and choose Hide/Show in the Series(Rows) section. 2. Click on the Hide/Show Data Row tab (note, in bubble and scatter charts, it will simply say "Hide/Show") 116

125 Series and Segment Format 3. Un-check any series you wish to hide (i.e. Infants') 4. Click. Tip - Labels belonging to a hidden series do not display in the Label Manager. 117

126 Mekko Graphics User Documentation Outlier Series An outlier series is an extreme deviation from the mean or a value far from most others in a set of data. An outlier represents a measurement that does not appear to follow the characteristic distribution of the rest of the data. These may be genuine properties of the data, or be due to measurement error or other anomalies. In order to best demonstrate the message of the chart, you may wish to designate a data point(s) as an outlier. Doing so will automatically adjust your chart scale according to the remaining data. The outlier will be placed on the nearest axis. And, an arrow will be placed next to the outlier indicating the direction of its true value. APPLIES TO: ALL BUBBLE CHARTS Setting an Outlier Series 1. Create one of the above chart types. 2. Go to the Chart tab and choose Outlier in the Series(Rows) section. 118

127 Series and Segment Format 3. You will be directed to the Outlier Series tab 4. Check the checkbox(es) for those series you would like to be designated as Outliers. 5. Click 6. The outlier will be placed on the nearest axis, with an arrow placed next to the outlier indicating the direction of its true value. 119

128 Mekko Graphics User Documentation Highlight Series Highlight Series allows a user to call attention to one or more series in a pie chart by pulling that series out from the pie. APPLIES TO: PIE CHARTS Highlighting a Series 1. Create a Pie Chart. 2. Go to the Chart tab and choose Highlight in the Series(Rows) section. 3. You will be directed to the Highlight Series tab of the Format Series dialog box. 4. Check the checkbox(es) for those series you would like to be highlighted. They will be pulled out of the pie in order to draw attention to those series. 5. Click 120

129 Bar Level Formatting Hiding Bars Mekko Graphics allows you to hide bars in your chart. APPLIES TO: ALL BAR CHARTS EXCEPT PIE CHART 1. Create one of the above chart types. 2. Go to the Chart tab and choose Hide/Show Data Columns in the Bars(Columns) section 3. In the Hide/Show Data Column tab, uncheck any bar(s) you wish to hide 4. Click. Tip - Labels belonging to a hidden bar do not display in the Label Manager. 121

130 Mekko Graphics User Documentation Total Cascade Bars Cascade charts can be used to categorize revenue or cost components of a market segment. Each bar is related to and effected by surrounding bar values. Given the first bar value, the next bar adds or subtracts it to the second value, and so on. You can create or designate a bar (or multiple bars) as a total bar, which is the sum of the intermediate bars in the chart. APPLIES TO: CASCADE AND HORIZONTAL CASCADE CHARTS To Create a Total Cascade Bar 1. Create one of the above chart types. 2. Go to the Chart tab and choose Total Cascade in the Bars(Columns) section. 3. This will navigate you to the Total Cascade Bars tab of the Format Bars dialog box 4. Click on the appropriate checkbox(es) to set a bar as the total cascade bar 5. Click. 122

131 Labels Data Columns Mekko Graphics allows you to display bars as a standard data column or as a CAGR column. APPLIES TO: ALL BAR CHARTS EXCEPT PIE CHART NOTE: HORIZONTAL CHARTS DISPLAY THIS FUNCTION IN FORMAT > SERIES DIALOG BOX AND DO NOT HAVE A CAGR OPTION. To display your bars as a data column or CAGR 1. Create one of the above chart types. 2. Go to the Chart tab and choose Hide/Show Data Columns in the Bars(Columns) section 3. You have three checkboxes for each bar. Choose the appropriate options in accordance with how you would like your data to appear. You may choose to display data as both in the chart and as a data column if desired. Chart - the default setting is to display all bars in your chart. Data - displays your bar as a column to the right of your chart. CAGR - displays your bar as a CAGR to the right of your chart. 4. You also have the option to make all data columns the same width by checking the checkbox. 5. Click 6. Data column labels display in the Miscellaneous tab of the Label Manager. Tip - To make more room for your data columns, you can simply adjust your chart margins. You can adjust margins by clicking and dragging on the margin handles. Moving margins changes the 123

132 Mekko Graphics User Documentation CAGR proportion of space allocated to the different chart components (i.e. charts, grand total, data columns, legend, etc.). CAGR (Compound Annual Growth Rate) values represent a series rate of change over time. Its value is the year-over-year growth rate applied to an investment or other part of a company's activities over a multiple-year period. The formula for calculating CAGR is (Current Value/Base Value)^(1/# of years) - 1. CAGRs are displayed as a data column to the right of the chart. Bar Widths You can specify a particular row in your spreadsheet to be used as the bar width for your chart. APPLIES TO MARIMEKKO AND BAR MEKKO CHARTS To customize your bar width to a spreadsheet row 1. Create one of the above chart types. 2. Go to the Chart tab and choose Widths in the Bars(Columns) section. 3. The Widths drop down menu contains all the spreadsheet rows in your chart. You can select a row from the spreadsheet to set the bar widths. 4. Alternatively, you can select the in the Bars(Columns) section. 124

133 Labels and navigate you to the Widths tab of the Format Bars dialog box. Select the row from the Bar Widths dropdown menu to set the bar widths and click. Note: Any row designated as the bar width will not display in any Format > Series dialog boxes since it is not a displayed series. Bar Labels/Bar Totals You can customize the sequence of (X axis labels) bar labels you wish to display on your bar and area charts and format your Bar Totals. APPLIES TO: ALL BAR CHARTS EXCEPT PIE CHART. 1. To display a custom sequence, say show every 2nd bar label, create one of the above chart types. 2. Go to the Chart tab and choose Labels in the Bars(Columns) section. 3. You will be navigated to the Bar Labels tab of the Format Bars dialog box. Choose an "Nth" value that will display your desired sequence of bar labels. 125

134 Mekko Graphics User Documentation 4. Choose to either show or hide your bar totals in the Bar Totals section of the tab by checking or unchecking the box. 5. Choose the desired radio button for each of your label types to display them as a number or percent. If you choose percent, you have the option to display a percent sign. 6. You may also select from a list of standard units and currencies, or create your own by selecting the button. 7. Specify the number of decimal places and whether to use a thousand separator. You should uncheck the Auto checkbox to change the default setting for number of decimal places. You can also choose whether to include a 1000 (thousand) separator for your numbers. 8. Click OK. 126

135 Labels Gaps and Clusters You can customize the width between bars (gaps) to create a desired effect. APPLIES TO: STACKED BAR, CLUSTER BAR, 100% STACKED BAR, HORIZONTAL CLUSTER BAR, HORIZONTAL STACKED BAR, 2Y CLUSTER BAR, CASCADE, HORIZONTAL CASCADE, STACKED BAR LINE, CLUSTER BAR LINE, 2Y STACKED BAR LINE, AND 2Y CLUSTER BAR LINE CHARTS. To Change Bar Gaps 1. Create one of the above chart types. 2. Go to the Chart tab and choose Gaps in the Bars(Columns) section. 3. You will be automatically navigated to the Gaps tab of the Format Bars dialog box. 4. Uncheck the Automatic Bar Gaps checkbox and enter a value to change your gap width from the automatic default width 5. Click. 127

136 Mekko Graphics User Documentation To Change Bar Clusters - Creating a Stacked Cluster Bar Chart 1. For the five stacked bar chart types, you can also specify the number of bars to include in a cluster, giving you the ability to create a stacked cluster bar. Changing the Cluster by: field will group the bars by your specified number of clusters, placing the gap after each cluster, instead of after each bar. 2. To change the cluster value, type in the number of bars to Cluster By. 3. Click. Sorting Bars Sorting your chart data clarifies your chart content and message. Mekko Graphics allows you to sort your data by bar or series. APPLIES TO: MARIMEKKO, BAR-MEKKO, CLUSTER BAR, STACKED BAR, HORIZONTAL CLUSTER BAR, HORIZONTAL STACKED BAR, 100% STACKED BAR, CLUSTER BAR LINE, STACKED BAR LINE CHARTS. To Sort by Bar 1. Create one of the above chart types. 2. Go to the Chart tab and choose Sort in the Bars(Columns) section. 3. Choose the appropriate menu option to sort your data: Biggest on Right, Biggest on Left, No Sort. 4. By default, all bars are included. If you wish to specify which bars to include in your sort, then choose the Sorted Columns menu option. You will be navigated to the Sort tab of the Format Bars dialog box. 128

137 Labels 5. You may de-select any checkbox to exclude it from your sort. 6. Click. 129

138 Mekko Graphics User Documentation Placeholder Bars Placeholder Bars allow a placeholder to be set for a designated bar. The space for the bar remains, but the bar and all labels associated with it do not display either on the chart or in the Label Manager. APPLIES TO: MARIMEKKO, BAR-MEKKO, CASCADE, HORIZONTAL CASCADE, CLUSTER, STACKED BAR, HORIZONTAL CLUSTER, HORIZONTAL STACKED BAR, 100% STACKED BAR, CLUSTER BAR LINE, STACKED BAR LINE, 2Y CLUSTER, 2Y CLUSTER BAR LINE, AND 2Y STACKED BAR LINE CHARTS. To Make a Placeholder Bar: 1. Create one of the above chart types. 2. Go to the Chart tab and choose Placeholders in the Bars(Columns) section. 3. You should automatically be navigated to the Placeholder tab. Click the checkbox for the bar(s) you wish to designate as placeholders. 4. Click 130

139 Labels 5. To remove a placeholder bar, simply uncheck the bar and will dynamically redraw in the chart. Tip: Labels for bars designated as Placeholder bars will not appear in the Label Manager. 131

140 Mekko Graphics User Documentation Axis Formatting Axis Titles Mekko Graphics allows the capability to provide titles for your axes. APPLIES TO: ALL CHARTS EXCEPT PIE CHART To Create a Title for your Axes 1. Create one of the above chart types. 2. Go to the Chart tab and choose Axes in the Format section 3. Type in your axis title for the axis you choose: X axis, Y axis, or 2Y axis (on 2Y charts only) 4. Click. 132

141 Labels Axis Appearance Log Scales You can apply a log axis scale to certain charts in Mekko Graphics. APPLIES TO: LINE AND 2Y LINE CHARTS To Change your Axis to use a Log Scale: 1. Create one of the above chart types. 2. Go to the Chart tab and choose Axes in the Format section. 3. Click the Use Log Scale checkbox for the appropriate axis. 4. Click. 133

142 Mekko Graphics User Documentation Axis Appearance You can change the appearance of your axes in Mekko Graphics by hiding axis labels, titles, tick marks, or the entire axis itself. APPLIES TO: ALL CHARTS EXCEPT PIE CHART To Change your Axis Appearance: 1. Create one of the above chart types. 2. Go to the Chart tab and choose Axes in the Format section 3. For each of your axes: Y axis, X axis, 2Y axis (for 2Y charts only), indicate your preferences by checking the desired checkboxes. 134

143 Labels 4. For certain charts, you can also choose whether your axis labels display as a percent or number and designate units and currency (not for Marimekko or 100% charts which will display as percent only). 5. Choose the number of decimal places you wish to display in your axis labels and whether you wish to use a thousand separator. 6. For X axis labels, you may choose to display or hide tick marks or to display tick marks only for those that contain labels. 135

144 Mekko Graphics User Documentation 7. Click. 136

145 Labels Labels Label Manager Think of the Label Manager as the control panel of your chart. The Label Manager lists the status of every label in your chart giving you maximum control over the placement of each label. Below you will find sections on the following: Four Categories of Labels in the Label Manager Label Manager Statuses Label Manager Display How to Work with the Label Manager 137

146 Mekko Graphics User Documentation Four Label Categories in Label Manager: Labels on your chart are broken down into four different types, which correspond to the four different tabs displayed at the bottom of the Label Manager: 1. Series labels - includes all labels pertaining to series data 2. Bar Labels - includes all labels pertaining to X axis, or bars 3. Total Labels - includes both bar total and grand total labels 4. Misc Labels - includes all axis labels, data column/ row labels, average line labels, net line labels, and legend labels Tip: If there are any unplaced labels in any of the four tab categories, the category name will display as red. Possible Options for Status in Label Manager: The following categories comprise a comprehensive list of all the possible statuses that may display for any given label. Placed - the label is placed as initially drawn on the chart Unplaced - the label does not fit on the chart as initially drawn and does not display on the chart, but is displayed in the Label Manager. Resized - the user has manually changed the font size of the label Edited - the user has manually edited a label (includes Bold, Italic, Underline, font typeface change, font color change, strikeout, double underline, inplace editing, rotation, and slant) Moved - users have the ability to move a label by selecting it with the mouse and dragging it to a new location. At this point, the label s state becomes manual. Manual labels do not change their location when the chart is recalculated. Once a label is moved, it is considered a manual label and is no longer "connected" to the chart; that is, global changes to the chart will not apply to a moved label. In Other - the label has been placed in an other series. The Label Manager also allows segment labels to have their corresponding segments be added to the series deemed as the other series. A segment label in any state can be added to the other series. Once a segment is part of the other series (unless it is the other series), its label is no longer displayed and its status becomes In Other. The label manager also provides the affordance to remove a segment from the other series. SmartPlaced - the user has taken an unplaced or annotated label and SmartPlaced it on the chart. SmartPlace is a Mekko Graphics technology that intelligently positions a label in its home segment of the chart at the lowest possible font size ensuring it will display on the chart. When a label is SmartPlaced, the label manager first attempts to fit the label in its desired location. If the label fits, its status becomes placed. If the label does not fit, progressively smaller fonts are attempted down to the SmartPlace minimum font size parameter, and its status becomes SmartPlaced. If the label still does not fit, it overlaps its bounding rectangle, and its status remains SmartPlaced. 138

147 Labels Annotated - the user has chosen to annotate (place a label outside its home segment with a line drawn from the label to its home segment) a label on the chart. The process of annotation involves calculating an alternate position for a label based on the white space that remains after all the placed and SmartPlaced labels have been placed. An annotated label is then positioned in one of these alternate positions An annotation line, or flamingo, is then drawn from the label to its home segment. If an alternate position can be calculated for this label, the label s status becomes annotated. If no alternate position can be calculated, the label remains unplaced. There are two types of annotation lines in Mekko Graphics. 1. Labels which are annotated from the Label Manager To use them, select unplaced labels in the label manager and select Annotate or Annotate All Unplaced from the right-click menu. Once the option has been selected, the label will change its state to Annotated. In this state the system will automatically respond to any data change by reevaluating the label's position and the appearance of the annotation lines. This is only applicable to Segment labels. 2. Labels that were moved and have an annotation line to their original location To use them, simply move a label away from its base location. The label state is changed to Moved (manual) and not Annotated. When data changes the label will act as a manual label which means no automatic adjustment will be made to it. This option applies to Segment Labels, Bar Labels and Bar Total Labels. Hidden - the label has been hidden from view on the chart Label Manager Display You can customize the label manager display to suit your needs. Each column in the Label Manager is sortable. To sort by a particular column, such as status in the example below, click on the title bar for that column. Notice that the Status label has an arrowhead to indicate it is the sort key. 139

148 Mekko Graphics User Documentation Additionally, you can filter by status, which will display only the status filtered. Click the down arrow in the Label Manager title bar and choose the status on which you want to filter. Sometimes a label will have more than one status (for example, a label could be 'resized' and 'moved'). The following list outlines the hierarchy that determines which label to display if more than one action has been applied to a label. 1. Moved 2. Edited 3. Resized 4. SmartPlaced/Annotated. (These are mutually exclusive) 5. Placed For example, if a label is resized and moved, the Label Manager will display Moved in status field. If the label is SmartPlaced and Edited, the Label Manager will display Edited. If a label is Hidden, In Other or Unplaced that status will display regardless of any previous actions that might have been performed on that label. How to Work with the Label Manager You can select any label you see listed in the label manager. Click on the appropriate tab to select a label or multiple labels (though control-click). There is a rich right-click functionality through the Label Manager. You can right click on a label and all applicable actions for that label can be selected. 140

149 Labels Below is a table which outlines all the possible actions for each label state, and their possible resulting state. Initial Label State Possible Operation Resulting Label State Placed Unplaced Edit Move Add to Other Restore Hide Move SmartPlace Edited Moved In Other Placed or Unplaced Hidden Moved SmartPlaced 141

150 Mekko Graphics User Documentation SmartPlaced Moved Add to Other Annotate Restore Edit Move Add to Other Annotate Restore Hide Edit Move SmartPlace Add to Other Annotate Restore Hide In Other Placed, annotated, or unplaced Placed or Unplaced Edited Moved In Other Placed, Annotated, or Unplaced Placed or Unplaced Hidden Moved Moved SmartPlaced In Other Placed, Annotated, or Unplaced Placed or Unplaced Hidden In Other Remove from Other Placed or Unplaced Annotated Edit Move SmartPlace Add to Other Restore Edited Moved SmartPlaced or Placed In Other Placed or Unplaced 142

151 Labels Label Views Mekko Graphics gives you a wide variety of ways to view labels on your chart. To Change How your Labels are Displayed: Go to Chart tab and select Text menu from the Show Labels section. The options are as follows: 1. Show Series Name - shows only the series labels, but not the values of the labels 2. Show Values and Labels - shows both series labels and their values on the chart 3. Show Values - shows only the values of the labels, but not the series labels Note, these are not enabled if Hide All is selected in the Label Manager To Change Which Labels are Displayed: Go to the Chart tab and select Bars menu from the Show Labels section. The options are as follows: 1. Show All - shows all the labels in every bar 2. Hide All - Hides all labels in all bars. The Label Manager will display all series labels as hidden. 3. Show First Bar Only - shows only those labels in the first bar. The Label Manager will display all other series labels as hidden. 4. Show Last Bar Only - shows only those labels in the last bar. The Label Manager will display all other series labels as hidden. Advanced Tip - Chart Level Views override Segment Label changes Changing the chart level state always resets all segment level states. For example, if you choose Show All from the Label menu, and then hide a label for a specific segment in the first bar, and then change your view to First Bar Only, all labels in the first bar will be shown and no labels in other bars will be shown. 143

152 Mekko Graphics User Documentation Overview of Labels It is important to have the ability to customize your chart's look in order to communicate information effectively. Mekko Graphics gives you tremendous control and flexibility with your chart labels, allowing you to build eye-catching, effective charts that give a compelling message. Labels on your Bar chart are broken down into four different types: 1. Series labels - includes all labels pertaining to series data 2. Bar Labels - includes all labels pertaining to X axis, or bars 3. Total Labels - includes both bar total and grand total labels 4. Misc. Labels - includes all axis labels, data column/row labels, average line labels, net line labels, and legend labels With Mekko Graphics you have various label view options and can change those options with a click of a button. An important feature of Mekko Graphics is its built-in Label Manager. The Label Manager lists the status of every label in your chart giving you maximum control over each label. Mekko Graphics' unique fit-test technology also ensures placement of at least 90% of your labels at the appropriate font size for your data. And Mekko Graphics also includes its innovative SmartPlace technology, which allows the user to place any label that initially does not fit onto a chart onto the correct chart location. Inplace Edit One way to edit a label is by inplace editing. Inplace editing allows you change the text of any label on your chart without changing the text in the spreadsheet. This is a very useful tool in the event that you do not want your original data to change, but you wish to change display of your labels on the chart. APPLIES TO: ALL CHARTS To Inplace Edit Double-click the label you wish to edit. This places you in edit mode, and allows you to change the text of the label. 144

153 Labels 1. Edit your text. 2. Feel free to utilize the formatting options available for either part or all of your label. An overview of those options is below. When done, hit ESC or the your mouse. Bold, Italic, Underline, or click off the label with 3. Left Align, Center Align, Right Align Changes the contrast (Black or White) of the selected text or label Opens the font dialog and allows you to change the font of the selected text or label Changes the font size of the selected text or label 4. The text is changed and the label status becomes Edited in the Label Manager. 145

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155 Mekko Graphics Functions Chart Views There are three major ways to view your chart in Mekko Graphics. Data View - Used for entering your data. Displays your Excel spreadsheet with an icon of the chart that dynamically displays as your data is entered. Format View - Used primarily for formatting your chart and managing chart labels. Displays the chart and does not display your data sheet. Combo View - Used when the user wishes to see their data and chart at the same time. Displays the chart and data simultaneously for maximum efficiency in chart editing. Relative sizes of views are customizable. You can also choose to Show/Hide your Spreadsheet Panel and Show/Hide your Label Manager from any view by choosing the below two buttons, respectively.. 147

156 Mekko Graphics User Documentation Margins Mekko Graphics gives you the flexibility to customize the look of your chart by adjusting the boundaries of various chart components. 1. From the Chart tab, in the View Section, choose Show/Hide Layout Margins 2. Margin boundary lines will appear on your chart. You can adjust your margins by clicking and dragging on the margin handles. Moving margins changes the proportion of space allocated to the different chart components (i.e. charts, grand total, data columns, legend, etc.). 3. Click and drag the handle of the margin to resize up/down or left/right. By clicking and dragging you can add space or reduce space for different elements of the chart, such as data rows and columns, x axis, legends, bar totals, and the chart itself. 4. To turn off the Margin View, click the Show/Hide Layout Margins toggle again. 148

157 Mekko Graphics Functions 5. After making margin changes, you can always reset your margins to the default margin setting by selecting Reset Margins 149

158 Mekko Graphics User Documentation Fit Test With your data entered, Mekko Graphics will try to place a minimum of 90% of the labels within a 3-point font size (called the fit test spread), based on your data. Mekko Graphics can do this because of new functionality called the Fit Test. The fit test is a newer, smarter technology that uses an algorithm to ensure that your chart attempts to place as many labels as it can and that the labels have a relatively consistent font size. It is controlled by the two icons on the far right of the toolbar: the lock and the exclamation point. When you create a chart, this algorithm attempts to fit all the labels in your chart at the possible largest font size (maximum font size) within a 3-point spread. If it cannot place 90% of the labels at this font size, the maximum font size continues to decrement one point until 90% of the labels are able to be placed. If that font size decrements to a certain size defined as a minimum font size plus 2 points, and still cannot place 90% of the labels, then those labels will become unplaced. The font size of all automatically placed labels in your chart will be in the range (spread) of three points, thus creating an internally consistent label size for all labels in your chart. The result is a more professional chart, created right out of the box. Because the Gantt chart is a distinctive type of chart, it necessitates different rules for fitting text than other charts. In the Gantt, task descriptions drive all other elements on the chart. The size of task descriptions dictate placement of all other labels. Therefore placement of all other elements on the gantt chart are dependent on the size of the task description. It is for this reason that task descriptions will be fixed in location. APPLIES TO: ALL CHARTS Lock/Unlock When this button is in the unlocked state each time a change is made to the chart., Mekko Graphics re-evaluates and re-draws the chart When this button is in the locked state, a locked fit test is run any time a change is made in the chart. Users can edit their data or use functions in Mekko Graphics that affect the fit test; however, the chart labels will stay within the fit test spread. You will probably wish to have your chart in an unlocked state when you are entering data or when you are making general changes to the chart format, bars, series, or labels that affect the look of the entire chart: i.e. chart color changes, show labels and values, number format totals and segment values, bar sorting biggest on bottom, changing the maximum axis value, etc. At the point where you start making changes that affect individual labels, you will likely want your chart to be in a locked state because you will not want these changes to affect either the font size or placement of other labels on the chart. The fit test works with this assumption. Given the above assumption, the fit test will be in an unlocked state upon creating any new chart. The state will remain unlocked until one of the following three events occurs, at which point the state will change to locked: 150

159 Mekko Graphics Functions 1. An action is performed on a label that results in that label changing to something other than a Placed or Unplaced status. This includes smartplacing, annotating, adding to other, editing, inplace editing, and resizing. 2. Manually locking the chart. Once you manually locks the labels in a chart, the chart will never automatically unlock. 3. Mekko Graphics is closed. If that chart is reopened, the state will be locked. If the user unlocks a chart manually after it has been locked, the chart will remain in an unlocked state and be saved in an unlocked state upon exiting Mekko Graphics. Legacy charts (charts created in earlier versions of Mekko Graphics) will be in an unlocked state upon opening and then automatically lock. Run Best Fit Font This button is enabled only when the Lock/Unlock Label Fit Test button is in the locked state. Pressing this button will manually recalculate the fit test and adjust the font size of the labels on your chart. Other Functions Mekko Graphics provides an easy way for you to format your chart with some familiar Microsoft-based functions and some toolbar functions unique to Mekko Graphics. Please refer to the pages for the specific areas of functions of interest. Once you have created or edited your chart, click the Save and Close button from the Mekko Graphics icon to save your changes, exit Mekko Graphics, and return to Microsoft PowerPoint. Choose Chart Properties to view the type of chart and its description, the version in which the chart was created and modified, as well as to view the history of that chart. - UNDO AND REDO. Mekko Graphics includes multiple Undo and Redo functionality. The Undo and Redo function is similar to the way it works in Microsoft Office. To undo the very last change made to your chart, click the Undo button. If the action was not the last action made to the chart, continue clicking Undo to incrementally step back to the original state before the unwanted change was made. Once an undo action has been taken, the redo button will become enabled. - CHANGE CHART TYPE. You can change any bar, area or line chart type to any other bar, area, or line chart type by clicking the Change Chart Type button. You can also change any bubble or scatter chart type to any other bubble or scatter chart type, and change a Gantt from Absolute to Relative or vice versa. For more information on changing chart types or chart conversions, see Changing Your Chart Type. 151

160 Mekko Graphics User Documentation - SPELL CHECK. Clicking the Spell Check button will invoke Microsoft Word Spell Check feature. The Spell Check will execute within Mekko Graphics in the language set for that chart. Therefore, even if a presentation is set to English, a French chart within that presentation can be spellchecked in French within Mekko Graphics. See the Language and Spell Check for more information on the spell check feature. - LANGUAGE COMBO BOX. You have the ability to display and modify the language via the toolbar combo box for language. Click the toolbar drop-down for language. See the Language and Spell Check for more information on the language feature. - FONT SIZE. You can incrementally increase or decrease the font size of a selected label or labels by clicking the arrows. Or you may also set a specific font size of a selected label or labels by clicking the font size drop down font size dropdown menu and choosing your desired font size. - BOLD, ITALIC, UNDERLINE. You can change the font attributes of any selected label(s) by clicking on your desired attribute. You can also select partial text in a multi-word label and apply an attribute to the selection. - ANNOTATION LINES. You can customize your views of annotation lines. For more information, please see Annotation Lines and Labels. - TEXT ORIENTATION. Mekko Graphics gives you the option of changing the orientation of your labels. You may choose horizontal, vertical, or slanted. If your region is set to Japan (via the Preference Manager), you may also choose Asian Vertical. - TEXT JUSTIFICATION. You can change the justification of your selected text to left, center, or right justified. Select the text you want to align. Click Left, Center, or Right. 152

161 Mekko Graphics Functions - Select Modified, Restore Selected, and Restore Modified. Allows you to select any labels that you have modified in any way in order to quickly see all of the labels you modified. Allows you to select specific labels and restore them so that all of their attributes revert back to their original state. Allows you to restore all labels that have been modified. - FIT TEST. Once all your data is entered, Mekko Graphics will try to place about 90% of the labels within a 3-point size, based on your data. The software can do this because of new functionality called the Fit Test. It is controlled by two icons on the far right of the toolbar: the lock and the exclamation point. For more information, please see Fit Test. - MEKKO GRAPHICS VIEWS. You have three views in Mekko Graphics: Data View, Format View and Combo View. Click on Mekko Graphics Views for more information on these views. - SHOW MARGINS. Displays your chart margins, allowing you to set the relative sizes of different elements of your chart. For more information on margins, click Margins - ZOOM OPTIONS. You can increase or decrease your magnification view of your chart or even set a custom size through the combo box to view your chart. This helpful if you are dealing with small segments and labels in your chart. - ALIGNING AND DISTRIBUTING LABELS. You can align and distribute labels several ways with Mekko Graphics. Select the labels you want to align. Align Lefts - aligns labels horizontally to the left margin Align Centers - aligns labels vertically through the centers of the labels Align Rights - aligns labels horizontally to the right margin 153

162 Mekko Graphics User Documentation Align Tops - aligns labels horizontally through the tops of the labels Align Middles - aligns labels horizontally through the middle of the labels Align Bottoms - aligns labels horizontally through the bottoms of the labels Horizontally- distributes labels equally on a horizontal plane Vertically - distributes labels equally on a vertical plane Apply Preference Manager Settings - This function allows you to take the active Preference Manager settings and apply them to your chart. This will change the default chart colors if those colors, fonts, and other features, if they are different from your Preference Manager settings. Click here for more information on the Preference Manager. 154

163 Mekko Graphics Functions Annotation Lines and Labels Segment labels also have the ability to be annotated. Annotation means that Mekko Graphics calculates an alternate position for a label and then places the label in one of these alternate positions. An annotation line, or flamingo, is then drawn from the label to its home segment. If an alternate position can be calculated for this label, the label s status becomes 'annotated'. If no alternate position can be calculated, the label remains 'unplaced'. There are two types of annotation lines in Mekko Graphics: 1. Labels which are annotated from the right click off the label or the Label Manager To use them, select unplaced label(s) in the Label Manager and select either Annotate or Annotate All Unplaced from the right click menu. It is also possible to select a smartplaced label from the Label Manager and select Annotate. You may also do this by right-clicking on a smartplaced label in the chart. Once the option has been selected, the label will change its state to 'Annotated'. In this state the system will automatically respond to any data change by reevaluating the label's position and the appearance of the annotation lines. Annotation from the Label Manager is only applicable to Segment Labels. 2. Labels that have been moved and have an annotation line to their original location To manually annotate a label, simply move a label away from its base location. The label state is changed to 'Moved' (manual) and not 'Annotated'. When data changes, the label will act has a manual label which means no automatic adjustment will be made to it. This option applies to Segment Labels, Bar Labels and Bar Total Labels. Annotation lines Toolbar Buttons Show/Hide Annotation Line : Turn annotation line on\off for selected labels. Smart Annotate Selected Labels to segment labels. : Try to annotate a group of labels in the most efficient way. Applies Increment Annotation : Increases the distance of the annotation line from the label. Decrement Annotation : Decreases the distance of the annotation line from the label. 155

164 Mekko Graphics User Documentation Pie Charts and bubble charts are special in the way annotation lines are implemented. In a pie chart, the annotation line will always be drawn to a fixed point on the pie s arc. In a bubble chart the annotation line will be drawn to the closest point on the bubble. Changing/Converting Chart Type You have the ability to change/convert one chart sub-type to any other chart sub-type within a chart type. With chart conversion you can convert any given chart X to any requested chart Y (provided they are in the same chart type) in such a way that any properties that exist in both X and Y chart types will be the same after the conversion. If a property exists in chart X and not in chart Y, the property is dropped. APPLIES TO: ALL CHARTS WITHIN THE SAME CHART TYPE To change chart types 1. From Mekko Graphics Chart tab, Chart section, click to change chart types 2. Choose the chart sub-type you wish to change. You can only change chart sub-types from within the same chart type. (For example, you can change a Cascade chart to a Cluster Bar). Changing between different chart types is permitted but will delete all data and give you a blank chart. 156

165 Mekko Graphics Functions 3. Click. 4. You will find more information on the conversion between the two types of Gantt charts in the Gantt chart section on conversion. Advanced Tip: If the source chart (the chart you are converting from) contains data that is invalid (e.g. zero or negative values) on the target chart (the chart you are converting to), you will receive a message that some data is invalid and no chart will be drawn. 157

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167 Legends Formatting your Legend Mekko Graphics provides many options for formatting your legend. These include changing legend font size, legend appearance, customizing legend item order, changing the color of legend keys, and hiding and showing legend items. APPLIES TO: ALL CHART TYPES 1. Go to the Chart tab and choose ##Format in the Legend section 159

168 Mekko Graphics User Documentation You can also right click on the legend and choose Format Legend... There are three tabs: General, Item Order, and Hide/Show Legend Items. General Tab Choose transparent or border checkboxes to change the appearance of your legend. The Automatic Settings checkboxes indicate the status of your legend items. Calculated Legend Items Placement - If your legend items have been manually moved, the checkbox for legend items placement will be unchecked. Calculated Legend Size - If the size of your legend has been manually changed, the checkbox for legend size will be unchecked. To change the font or font attributes used in the legend, click. This brings up the Legend Font dialog box. You can also quickly access the Legend Font dialog box by right clicking on the legend area and choosing Legend Font.. 160

169 Legends Here, you can select the legend font type, style, size and color. Click. Advanced Tip: Choosing allows you to change the font for the entire legend. You can change the font of individual legend items, by right clicking the legend item(s) you wish to change and choosing Font. Individual legend item font changes override the Legend Font setting in the Legend Font Dialog box. You can also change the series color, line, pattern and border of a legend key by right-clicking on the legend key and choosing Format Key

170 Mekko Graphics User Documentation Item Order Tab You have a number of options for customizing your legend item order. You can order by series, first or last bar, reverse spreadsheet order, or create any custom order you wish. To create a custom legend item order 1. Click the radio button for Custom Order, which enables the list of series in your legend. 2. Click on series item and then click the arrows to move that series up and down in your list. 162

171 Legends 3. Do this for all your series until you obtain the desired item order. 4. Click. Tip: If a legend item is manually moved, the entire legend becomes manual and legend items will not be able to be reordered through Format > Legend (The Item Order box will be disabled). Hide/Show Legend Items Tab You may also choose to hide select legend items from displaying. To do this select the Hide/Show Legend Items tab. By default, all items are checked to indicate they will display. To hide a legend item, uncheck the box next to that item and then click. You can also hide a legend item by right-clicking on the legend item and selecting Hide Legend Item. Legend Text Formatting By right-clicking on a legend text box, you can easily format your legend text. Change the font, font attributes (B,I,U), font size, text orientation and alignment, or restore original settings. 163

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173 Legends Legend Overview Mekko Graphics offers the ability to show your labels as a legend, and provides flexibility in the placement and look of your legend. APPLIES TO: ALL CHARTS Showing the Legend 1. Go to the Chart tab and choose Show in the Legend section The legend displays as a single column on the right hand side of the chart. If all legend items do not fit, you have the ability to increase the size of the legend area (either horizontally or vertically) and Mekko Graphics will fit items in this new area. To hide the legend, simply de-select Show from the Legend menu. All legend items will always have the same font size If there are too many legend items to fit in the defined legend area, the last items (text and key) will not be displayed and the legend item will be treated as unplaced in the label manager under the Misc tab. Components of the Legend The following diagram defines the different components that comprise the legend in Mekko Graphics. A Legend key is the colored rectangle A Legend text box is the rectangle containing the legend label 165

174 Mekko Graphics User Documentation A Legend item is a single legend key and legend text pair The Legend area is the rectangle that contains all the legend items Options for Handling Unplaced Legend Items Mekko Graphics provides numerous options for dealing with legend items that become unplaced. 1. Increasing the size of the legend area Similarly to a Microsoft PowerPoint text box, you can select the legend area and resize it. Small circles appear in the four corners of the legend area and in the middle of each side. Drag the legend areas from any of these circles to increase the size of the legend area. As the size increases, Mekko Graphics will attempt to fit all labels in the new legend area at the legend font size. Tip: You may choose to increase the size of the legend area even if all legend items are placed. In this case, the legend items distribute themselves evenly from the top to the bottom of the legend area. This allows you to group the legend items by spreading them out in a larger space, or create a horizontal legend. 2. Reducing Legend Font size By reducing the legend font size, you can create more space to fit any legend labels that might be unplaced at a larger font size. To change the legend font size, go to ##Format, and click on Legend Font.. Mekko Graphics will then attempt to place all the legend items in the legend area at the new legend font size. 3. Smartplacing all unplaced legend items 4. Changing the text of a legend item You can always change the text in your legend item to shorten or abbreviate it in order to ensure legend text fits on your slide. 166

175 Legends Format Legend Key The Format --> Legend Key... function allows you to customize your border, line, and color for a selected legend key. APPLIES TO: ALL CHART TYPES 1. To format a specific legend key, select a legend key and go to Format --> Legend Key Here, you can specify the border, line, and color of your selected legend key. 3. Choose your style and then click. 167

176 Mekko Graphics User Documentation Resetting your Legend You can restore all original legend settings by clicking the Reset Legend button in Format Legend dialog box. You can also reset your legend by right-clicking the legend area and selecting Reset Legend.. Reset Legend will restore item order, legend size, legend location, legend item location, legend item font size, font family, font attributes, font text, legend area settings (border, transparency), and all hidden legend items. Resetting your legend does not restore manual legend key changes. To reset individual legend items (as opposed to the entire legend), right click the item in the label manager and click Restore. Restoring individual legend items will restore the item to the legend font size, font family, font attributes and text. It will also restore a smartplaced legend label to unplaced. You can Restore individual legend items or Restore All. 168

177 Preference Manager Preference Manager Overview The Mekko Graphics Preference Manager allows you to have full customization of Color Definition, Draw Order, Font Size, Default Region, and Miscellaneous chart settings, as well as the ability to export and import your custom Preference Manager settings. These settings give you complete control over color choices and draw order, fonts, and other charting options. In addition, an import and export function allows multiple users at one organization to share their preference choices. Accessing the Preference Manager You must have administrative privileges in order to use the Preference Manager. To access the Preference Manager, Mekko Graphics must be installed on your machine. Once Mekko Graphics is installed, simply go to the Mekko Graphics tab in PowerPoint and select Preference Manager. This will launch the Preference Manager. There are four tabs: Colors, Settings, Regions, and Advanced. Please see related sections for detailed information on all your Preference Manager settings. 169

178 Mekko Graphics User Documentation Once you use the Preference Manager, those changes will affect future charts that you create or edit. It will not automatically change charts you have already created. For existing charts, you can apply your new Preference Manager settings by opening the chart and choosing.this function allows you to take the active Preference Manager settings and apply them to your chart. This will change the default chart colors if those colors, fonts, and other features, if they are different from your Preference Manager settings. Click here for more information on the Preference Manager. You can update your entire deck all at once with new Preference Manager settings by clicking Update All Charts. 170

179 Text Tables Color Preferences Mekko Graphics comes installed with a default palette and draw order. A palette defines the available colors that you may choose for your charts. Draw order defines the order in which these colors will display for series in your charts. Setting colors in the Preference Manager involves a two-step process. First you will define the color palette itself and then you will define the draw order of your colors. You can always create new colors and edit existing colors at any time. Defining Color Palette 1. Launch the Preference Manager by going to the Mekko Graphics tab in PowerPoint and select Preference Manager. 2. Click on the first tab (Colors) of the Preference Manager if it is not selected already. 171

180 Mekko Graphics User Documentation Standard Palette There are two radio buttons: Use Standard Palette and Use Custom Palette. If you wish to use one of the five pre-loaded standard palettes, select the first radio button and choose the desired palette from the Color Palette drop-down menu. Mekko Graphics comes equipped with five standard color sets available through the drop-down button: Mekko Graphics Standard displays the default color palette and draw order for Mekko Graphics 4 and Mekko Graphics

181 Text Tables Mekko Graphics 3 Standard - displays the default color palette and draw order for Mekko Graphics 3. Mekko Graphics 99 Standard displays the color palette available through our oldest Mekko Graphics version. Mekko Graphics Extended - displays an extended color palette to our Mekko Graphics Standard version PowerPoint Standard displays the default color palette available through PowerPoint. Choose the Standard color palette you wish to use, and click OK.. Custom Palette To create a Custom Palette, select the second radio button. 1. You have the option to create colors, Delete colors, or Edit the names and/or RGB values of existing colors. You can do this for Multicolor, Black and White, No Shading, and Gantt Charts. 173