How do I create a new chart?

There are two options:


Using the Vizulate welcome screen 

  • On the pop up, type the new group name and press OK


Using the Vizulate menu on the toolbar

  • Go to the Vizulate toolbar and click on “Create new chart”

  • On the pop up, type the new group name and press OK



How do I open an existing chart?

There are two options:

  • Open the excel file list any other excel file or
  • Use the Vizulate welcome screen:



How do I complete the data sheet

Using the Vizulate Data Assistant

When completing the Vizulate data sheet – it is recommended to have the Vizulate Data Assistant open at all times – this will:

  • Run data integrity testing behind the scenes and reduce issues with drawing the chart
  • Provide data entry points, instructions the impact on the final chart and tips for completing the different cells



How to complete the different cells

There are a few options when completing the cells:

  • Use the Vizulate™ Data Assistant to complete the cell
  • This is the suggested method to complete the cells (where possible)
  • Depending on which cell you are in, the Data Assistant will change
  • Below are a few different methods for completing data using the assistant:
  • Tick box


  • Tick box and text field
  • You can tick the relevant item and also type into a cell
  • In the below example – you can type into the ownership area
  • You can also type into the external entity box and press add


  • No options – if there are no options on the Data Assistant, type directly into the cell


You can also type directly into the cell

  • This is used in certain cells (for example: Name, ACN etc)


Or you can select from the dropdown option in the cell


How do I add or remove rows on the data sheet

Use the below button to add or remove rows on the data sheet:

  • Plus symbol icon: adds a row
  •  Cross symbol icon: removes a row(s)