Edit a Graph/Chart

You can completely modify and customize any graph/chart in Upland Analytics to help create the perfect fit for your business needs.

  1. Do one of the following to edit an existing graph/chart:
    • From the Navigation menu, click located on the right of the graph/chart name you want to edit and click Edit.

    • From an existing graph/chart, open the Main Menu bar and click .
  2. Modify the graph/chart as necessary. See Available Graph/Chart Options for field definitions.

    3. Tip: Create a new copy of the existing graph/chart before editing it to keep the original as a backup.

    Note: The options and steps on how to edit a graph/chart is similar to the steps options available to upon graph/chart creation. For further assistance on what options are available to you refer to the topics listed below.