> For the complete documentation index, see [llms.txt](https://university.gonexa.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://university.gonexa.fr/doc/en/advanced-features/related-templates/create-related-chart.md).

# Create a related chart

This related template is a technical appendix used to create charts from Excel data and display them in a Word or PowerPoint document.

**Case study**

This related template is a technical appendix used to create charts from Excel data and display them in a Word or PowerPoint document.

{% hint style="info" %}
**Prerequisites**

* Use package version Grenoble 2.3
* Have a document template and know how to manage tables and Excel documents with Gonexa
* Check that the "Graph" picklist value is available; otherwise, follow the procedure below
  {% endhint %}

## Add the "Graph" picklist value if it is not visible

* From Setup, go to Object Manager > Document Template > Fields & Relationships
* Search for the Type field (`gnx_Type__c`)
* If the "Graph" value is missing, click "New" (Values), name it "Graph" and save
* Go to the "Record Types" tab, edit the picklist available for the Type field, and move the "Graph" value from Available to Selected. Save

## Create a related template of the Graph type

* From your main document template, go to the "Doc" tab and the "Related templates" block
* If needed, create child objects to generate charts on related objects (e.g. Contract + Contract Lines)
* Click "New related template" and name it (e.g. Charts)
* Select the template type: Chart (Excel)
* The "Main template object selection" field is filled in by default
* Click "Choose"

![Creating a related template of the Graph type](https://content.gitbook.com/content/U1Chwyf7Cc7FN9BiEh0V/blobs/Tia5cBagnmly1r3aN5y6/33-06-creer-associe-graph.gif)

## Create the Excel file

* Create an Excel file with the fixed and dynamic parts, and add the data tables through the "Insert" > "Table" ribbon so that they are properly defined as Excel Tables
* Add the header and tags as in a standard child table
* Create the charts by selecting the relevant table, then go to the "Insert" tab > "Chart"
* Name your chart
* Select the table and give it a name in the "Table" tab; it must be identical to the name of the corresponding chart
* Add a title and a legend to each chart
* Click the chart and set a unique name for each chart in the "Name Box"

{% hint style="success" %}
**Example**

A table named "GraphA" and a chart named "GraphA"\
A table named "GraphB" and a chart named "GraphB"
{% endhint %}

![Creating the table and the chart in Excel](https://content.gitbook.com/content/U1Chwyf7Cc7FN9BiEh0V/blobs/mq8FOwGkcusZe7XhsZi6/34-08-excel-graph-1.gif)

![Naming tables and charts in Excel](https://4198981723-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTYUzkIngX1MnHE8kOJDR%2Fuploads%2FIczHXumhzfidtDsbFn8T%2Fmodeles-associes-3.png?alt=media)

## Insert the chart into the main document

* In Salesforce, from the Main templates block, go to your main template
* Open the main document (Word or PowerPoint)
* Place the tag where you want to insert the chart

![Inserting the chart tag in the document](https://content.gitbook.com/content/U1Chwyf7Cc7FN9BiEh0V/blobs/cPrRsrUJb55uJFJaU4X8/35-09-excel-dans-doc.gif)

**The Chart tag**

Tag syntax: `{!gnxgraph|Nom_du_graph(w=100)}`

**Parameters:**

* **Nom\_du\_graph** = the exact name of the chart in Excel
* **w=200** = sets the chart width in pixels

{% hint style="success" %}
**Example**

The tag `{!gnxgraph|GraphA(w=150)}` uses the exact name of the chart in Excel and displays the chart at a reduced width of 150 pixels
{% endhint %}

{% hint style="danger" %}
**Warning**

The table name must be exactly the same as the chart name\
Displaying a table and its chart on the same Excel sheet lets the chart rows be updated
{% endhint %}

![Chart tag in the main document](https://4198981723-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTYUzkIngX1MnHE8kOJDR%2Fuploads%2FDu1hz3U0AtllA7dUlK25%2Fmodeles-associes-4.png?alt=media)


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