On a launched chart, a toolbar appears on the left-hand side of the chart window.

The toolbar contains the following icons:

See each icon's relevant section below for more information on each icon.

Clicking the Edit Mode icon on the toolbar switches between Browse Mode and Edit Mode. If the square within the icon is empty, the user is in Browse Mode; if the square contains a pencil, the user is in Edit Mode.

Edit Mode allows the user to move boxes on the chart and to edit the visual appearance of boxes. For information on moving boxes, see Move Boxes on a Chart.

For information on editing the visual appearance of boxes, see Change the Appearance of Boxes and Lines in a Chart.

The Save icon allows Charting Tool Edit Users to save a chart or to save a chart's formatting as a Template so it can be accessed via the Manage Saved Charts/Launch a Saved Chart tile on the Charting Hub.

For more information on saving charts and saving Templates, see Save a Chart and Save a Chart as a Template.

The Export icon allows users to print the created chart, export the created chart as a PDF, export the created chart as a Visio file, or export the chart and any sub-charts as a booklet in Word format.

For information on printing a chart, see Print a Chart. For information exporting a chart as a PDF file, see Export a Chart as a PDF. For information on exporting the chart as a Visio file, see Export a Chart as a Visio File. For information on exporting a chart and its sub-charts as a booklet in Word format, see Export a Chart and Its Sub-Charts as a Booklet.

The Zoom icon opens the Zoom toolbar, which allows users to zoom in or out of the chart.

For more information on using the Zoom icon to zoom in or out of the chart, see Navigate Charts.

The Search icon allows users to search the boxes within a chart for a particular string of text.

For more information on using the Search icon to search within a chart, see Search within a Chart.

The Layout icon allows users to modify the method used by the GEMS Charting (Preview) tool to draw the chart's lines. It also allows users to reset the position of any boxes that have been moved while the user was in Edit Mode.

For more information on using the Layout icon to modify the layout of a chart's lines, see Modify the Layout of a Chart's Lines. For information on using the Layout icon to reset the position of moved boxes, see Move Boxes on a Chart.

The Sub-Charts icon allows users to view and, if they are Charting Tool Edit Users, create sub-charts based on Entities or data points. It also allows Charting Tool Edit Users to modify the legend created for the chart.

For more information on viewing and creating sub-charts, see View, Create, and Modify Sub-Charts. For more information on modifying the legend for the chart, see Modify the Legend for a Chart.

The Data icon opens the Data panel. The Data panel displays details for a box that has been selected (i.e., that has been clicked on), and it allows Charting Tool Edit Users to modify which fields appear within the selected box and to create sub-chart based on that box.

For more information on modifying which fields appear in a box, see Modify the Fields within a Box in a Chart. For more information on creating sub-charts, see View, Create, and Modify Sub-Charts.

The Formatting icon allows Charting Tool Edit Users to edit the visual appearance of a box or line, create custom formatting rules for a chart, and to apply a saved Template to a chart.

For more information on editing the visual appearance of a box or line, see Change the Appearance of Boxes and Lines in a Chart. For more information on creating custom formatting rules, see Create Custom Formatting Rules for a Chart. For more information on applying Templates, see Apply a Template to a Chart.

The Filters icon allows Charting Tool Edit Users to filter a created chart so that only certain boxes appear.

For more information on creating filters, see Filter a Chart.