Chart Templates
A template is a reusable chart layout with the company left as a parameter. Build the chart definition once — the series, transforms, axes, and chart type — and apply it to any company, so you do not rebuild the same view every time you pick up a new name.
Create and edit a template
- Create a template from the editor in new-template mode. Define the layout the same way you build a chart, then save it.
- Edit an existing template to update its title, description, and parameters.
- Duplicate or delete your own templates from the library pane.
Use a template
Open a template from the library pane and the editor seeds a new chart from its layout. Choose the company you want, and Portrait fills in that company's data — producing an ordinary chart you can then save into a project like any other.
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