> ## Documentation Index > Fetch the complete documentation index at: https://support.caleido.io/llms.txt > Use this file to discover all available pages before exploring further. # Build a chart > Open the chart editor, add data series, choose chart types, layout and cadence, filter series, add trendlines and put the chart on a workbook tab or a chart tab of its own. Charts are built in the **Chart editor**. A chart is made of one or more series. Each series plots one data source, such as a report template row, a formula, a dimension item or a bank balance, with its own chart type and color. A saved chart can be placed on any number of workbook tabs. ## Open the chart editor You can open the **Chart editor** in several ways: * **From a report table**: select the rows you want to chart, right-click and select **Create chart…**. You can also use **Create chart on selected** in the table's **Actions** menu. The editor opens with one series per selected row * **From the sidebar**: click **New** and select **Chart** * **On a workbook tab**: add a **Chart**, **KPI card** or gauge in edit mode, or click an existing chart in edit mode. See [Add elements to a tab](https://support.caleido.io/guides/reporting/add-elements-to-a-tab.md) * **As a chart tab**: in a workbook, click **New** in the sidebar and select **Chart tab**, or click **+** (**Add tab**) in the tab bar and select **+ New chart tab**. The new tab holds one full-width chart and the editor opens straight away * **From the Library**: select a chart and click **Edit chart** ## Choose or start a chart The chart picker at the top left lists your saved charts. Select one to edit it, or start from scratch with **New chart** in the **Actions** menu. Hover over a chart in the picker to **Rename chart**, **Duplicate chart** or **Delete chart**. **Save as new** saves the chart you are looking at as a new chart under a name you choose. Changes to a chart that is already saved are saved automatically. ## Add and edit series The **Series** row above the chart works on one series at a time. **1. Pick a series** Open the series list on the left of the **Series** row and click a series. Select **All series** to change a setting for every series at once **2. Add a series** In the series list, click **Add series**. You can also use **Add series** in the settings panel, where **Add comparison** adds a series that compares two others **3. Choose what it plots** Click **Data source** and pick a row from the lists: **Report template rows**, **Statutory rows**, **Formulas**, **Dimensions**, **Dimension items**, **Bank accounts**, **Bank account balances**, **Overdrafts**, **Liquid funds** or **Cash available** **4. Set the dates** Use the date chip next to the data source to set the series' date range, or select **Inherit dates from a series** to follow another series **5. Style it** Use the **Chart type** and **Color** chips. More settings, such as labels and the series name, are behind **More…** at the end of the row. Pin a setting there to keep it on the row In the series list you can also rename, duplicate, reorder, hide or delete a series. Hiding keeps the series in the chart but stops drawing it. ### Chart types Each series has its own chart type: **Column**, **Bar**, **Line**, **Area**, **Pie**, **Radial gauge**, **Treemap**, **Sankey**, **KPI card** or **Linear gauge card**. Column, bar and area charts can be **Simple**, **Stacked** or **Grouped**, and more. **Treemap** and **Sankey** need a **Breakdown dimension** to draw anything. A comparison series can't use them. ## Set layout and cadence The **Layout** row sets chart-wide options: * **Layout** quickly sets up actuals and budget series: **Actuals only**, **Budget only**, **Compare budgets**, **Planning: actuals + budget** or **Comparison: budget vs. actuals**. **Custom** means you have set the series up yourself * **Cadence** sets the period length for every series. Under **Cadence source**, choose **Actuals** or **Budget** to follow the report's cadence, or **Custom** to pick one yourself * **More…** opens the chart's own settings, such as title, legend, axes and number format ## Filter a series **1. Select the series** Pick the series you want to filter on the **Series** row **2. Add a filter** In the **Actions** menu, select **Add filter** **3. Choose a dimension or attribute** In **Add filter**, search for a dimension, or pick an item under **Attributes**, such as **Statement type** or **Credit-card transactions** The filter shows as a chip under the chart toolbar. Click the chip to change the selected values, or remove it. **Clear filters** removes every filter from the series. Filters aren't available for every data source type. ## Add a trendline Trendlines are available for column, bar, line and area series. **1. Open the series settings** In the settings panel on the left, under **Series**, click the series **2. Open Trendline** Open the **Trendline** section and switch on **Trendline** **3. Choose the type** Choose a **Type**: **Linear**, **Exponential**, **Logarithmic**, **Polynomial** (set the **Degree**) or **Moving average** (set the **Window size**). Pick a **Color**, and switch on **Show equation** or **Show R²** if you need them When the series has a breakdown dimension, **Use total as trendline** draws one trendline for the total instead of one per breakdown value. ## Put the chart on a tab * When you opened the editor from a workbook tab, click **Done**. The chart stays on that tab. Close the editor without saving and Caleido asks whether to **Save chart** or **Discard chart** * **Assign** opens **Assign chart** with the workbook and tab that are open behind the editor already selected. Change them if needed, give the chart a name if it isn't saved yet, and click **Assign** * **Assign to tab…** in the **Actions** menu lets you pick any workbook and tab, or create a **+ New workbook** or **+ New tab**. A chart can go on more than one tab ## Other tools The **Actions** menu also has: * **Undo** and **Redo** * **Full screen** to give the chart the whole screen * **Copy chart as image** and **Export chart as PNG**. See [Export a report](https://support.caleido.io/guides/reporting/export-a-report.md) ## Related * [Add elements to a tab](https://support.caleido.io/guides/reporting/add-elements-to-a-tab.md) * [Create a workbook](https://support.caleido.io/guides/workbooks/create-a-workbook.md) * [Edit a report template](https://support.caleido.io/guides/reporting/edit-a-report.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.