The main settings window is accessed through the “QuickChart Settings” on the Excel ribbon toolbar. These affect how the add-in operates, the range of its functionality, and how it interacts with other Microsoft Office programs, in particular PowerPoint and Word.
There are six sections to the settings tab, described below.
This section controls the degree of formatting that QuickChart will apply to a chart automatically upon its creation (or upon .
- Auto-Format – Whether you want the key visual elements (axes, borders, chart area, etc.) styled according to the template.
- Auto-Size – Whether you want the chart automatically sized to the currently selected template size
- Format Numbers – Apply the template number formatting specifications. (Only available when Auto-Format is selected)
- Scale Numbers – If the numbers get large or small, QuickChart can automatically apply a multiplier to the axis to avoid numbers getting too large on the axis. (Only available when Auto-Format is selected)
This section enables the Excel workbook colours to be over-ridden and replaced by the template colours.
- Auto-Colour – Apply the template colour palette automatically when a chart is created
- Number of Base Colours – This is populated automatically when a template is loaded. However, you can restrict this to a lower number if you wish. For example, this chart was created by setting the number of base colours to 1. Variation of shading was still applied to distinguish the series.
- More Options – This will open another dialog box with further options described here.
- Start Colour – You can change the starting colour of the palette from the given order. This can be used in combination with the Number of Base Colours to create mini-palettes within the single template palette.
- Send Chart As Picture – When a chart is exported to PowerPoint or to Word it can be pasted as a picture rather than an embedded chart object. This can be useful to preserve formatting, prevent access to raw data, and to reduce the destination file size. If this is unchecked, the chart will be sent as a normal chart object
- Remove Chart Background – It is often useful to have a chart in Excel with the chart area Background and outline visible so that it is clear to view on the worksheet. However, this is usually not required in a PowerPoint or Word document and can just be extra clutter or cause issues with layering. If this box is checked, the background and outline will both be removed in the pasted version. This applies whether it is being pasted as a chart object or as a picture.
These settings affect how QuickChart exports Excel ranges as tables to PowerPoint or to Word.
- Format Header Row – this is a standard feature in PowerPoint or Word where the header row is formatted slightly differently from the other rows to distinguish it.
- Format First Column – as with the header row, the first column can also be formatted differently.
- Skip Empty Rows / Columns – This feature will check if all of the values in a table row or column are empty (or zero) and if they are that row will be skipped in the table creation in PowerPoint or Word. This can reduce clutter without having to change the source table.
- Active Presentations – This will look for current presentations that are open and let you select the destination presentation for chart and table exports.
- Slide – this allows you to set whether you paste the chart or table to:
- The current slide in the presentation
- Insert a new slide
- Insert a new slide if all of the content placeholders on the current slide are full. This is useful if you want to feature two or more charts on a slide.
- New Slide Layout – If a new slide is to be inserted, this will read the available layouts from the presentation and offer the choice for the new slide layout.
- Set Default – When a new presentation is selected QuickChart will check to see if a slide layout name is the current default, e.g., “Title Only”. If you select a new layout that you wish to be default then press this button.
- Position – This gives you the option of where to paste the chart or table in the slide:
- First Content – will paste into the first content placeholder on the slide
- Next Content – will paste into the next available placeholder on the slide
- Fixed Position – will paste to the centre of the slide, regardless of placeholders. The position can be adjusted using the offset controls.
- Paste Offset From Centre – When using the Fixed Position setting, the chart will be pasted dead centre in the slide. However, this is seldom ideal. Other elements such as the title or some design features might necessitate it to be offset from the centre. The Right and Down controls allow the chart to be moved on the slide by that amount to make placement of charts across multiple slides completely repeatable. (Negative values can be used to move the chart up and left.)
- Include Source in Presentation Notes – If this is selected the file path of the current Excel workbook will be inserted into the Notes section of the Presentation together with the chart name and the time it was exported. This can be useful if the source of a chart needs to be found at some point in the future.
- Active Documents- This will look for current Word documents that are open and let you select the destination document for chart and table exports.
- Insert Caption – If this is selected, when the chart or table is exported to the document a caption will be automatically added.
- Insert Footnote with Source – If this is selected the file path of the current Excel workbook will be inserted as a footnote in the document together with the chart name and the time it was exported. This can be useful if the source of a chart needs to be found at some point in the future.