Chart Views Embedded into Documents

Suppose you use chart views as related details so that you can embed them into generated TeamDesk documents.

Charts In Docs

When a chart view is used to display details, the following merge field code is generated:

{ MERGEFIELD Detail_Name/* }

This will serve as an instruction for TeamDesk to generate the chart in the native Microsoft Word format.

By default, the chart will have a size corresponding to the view’s settings. To control this size, you can add the #ps suffix after the slash-star in the MERGEFIELD code to specify the desired size of the chart. In the Microsoft Word template, right-click on the pie-chart view name and click "Edit field…". In the opened Field window, add, for example, #ps4cm. This will set the size of the chart to 4cm*4cm.

Chart Size

The suffix accepts either one number to specify a square bounding box or two numbers separated by "x" to specify a rectangular bounding box, and the unit of measurement can be in, cm, mm, pt, or px.

Since charts are generated on the fly, the system will fit the chart to the dimensions you have specified exactly. There is one special case, however: if you specify 1 as the height, this will act as a signal to "fit width and calculate height" according to the view’s aspect ratio. The same technique works for another dimension as well.