## Edit a plan chart Open any chart in the plan folder. Edit the configuration or the weighting. The button in the toolbar changes from **Add to folder** to **Duplicate & save**, and **Undo changes** appears beside it. Select **Duplicate & save** and pick one of your folders, or select **New folder…**, enter a name, and select **Create**. The plan folder is never offered. The edited chart is filed there and opens in place of the original. To copy a plan chart without changing it, use **Duplicate & edit** in its row's **⋮** menu in the chart list. In the same browser tab, a copy of a plan chart keeps its place in the plan's order: next and previous continue through the plan folder, with the copy in the position of its source. In a new tab, open the copy from its own folder to walk that folder. If the source chart was removed by regeneration, the copy also follows its own folder. Copies are yours and are not changed when the plan is regenerated. Choose the folder that will receive an editable chart copy.

Choose the folder that will receive an editable chart copy.

## Create a chart In **Analysis**, choose **Charts** from the view switcher and select **New chart**. Select the row variable under **Question**. The preview updates from completed, quality-passing responses. Choose a supported graph type or **Table**. Disabled types do not fit the current question or breakdown. Use **Break down by** to split the chart by a second variable. Add filters when the chart should use a defined response subset. Select **Save to charts**. There is no name to enter: a chart is named by what it graphs — the question, the theme, and the breakdown — so rewording a question renames every chart that draws it. A Table becomes a crosstab when a breakdown is added. See [Build a crosstab](/analysis/crosstabs) for its column and statistical controls. ## Work with the library Select a chart name to reopen its saved configuration. With nothing changed, the toolbar's one action is **Add to folder**. Change a setting and it becomes **Save**, with **Undo changes** beside it; **Undo changes** puts the chart back to its saved configuration. Return a setting to its saved value by hand and the toolbar returns to **Add to folder** on its own. Leaving with pending changes displays **Discard unsaved changes?**. Select **All charts** to return to the library. Opened from one of your folders, a chart's next and previous walk that folder. Opened from the ungrouped list, they walk the whole library. The save action on a chart — on a slide, in the report, or on a chart the assistant drew — files it into this same library. Selecting it opens the folder list; choose a folder, or create one from **New folder…**. Picking the folder is the whole decision: the chart is named by what it graphs, so there is nothing to type. On a chart already saved, the save action is filled and its dropdown shows the folder the chart is in. Choose another folder to move it, or **Remove from saved charts** to delete the library entry. ## Organize charts in folders Select **New folder**, enter its name, and confirm. Folders support one level; they cannot contain other folders. Each saved chart belongs to one folder, or to the ungrouped list. Use **Duplicate & edit** in the row's **⋮** menu when the same result needs a separate copy in another story folder. Open a chart row's **⋮** menu: | Action | Result | | -------------------- | ------------------------------------------------------------------------------------------ | | **Move to** | Moves the chart into another folder, or **Move to root** returns it to the ungrouped list. | | **Duplicate & edit** | Creates an editable copy in the folder you pick. | | **Delete chart** | Deletes that saved chart. | In the chart view, **Add to folder** moves a user chart into the selected folder. On a plan chart it files a copy instead: the plan's own chart stays in the plan folder. Drag a row to reorder it within a list, or onto another folder to move it there. Plan charts cannot be dragged, and nothing can be dropped into the plan folder. Deleting a chart folder deletes the charts inside it. Move charts you want to keep to another folder or the root before confirming. This differs from deleting a study folder, whose contents can be moved during confirmation. Select several user chart rows to apply weighting, move them, or delete them together. Check the selected count before confirming deletion. Select **Ask AI about this folder** from a folder's **⋮** menu to attach that folder's saved charts to an assistant request. ## Generate slides from a folder Gather the verified charts for one story in a folder, then open the folder's **⋮** menu and select **Generate slides from this folder**. The plan folder offers the same action. Slides opens with a new conversation named after the folder. Its first message is visible and asks the assistant to build a deck from that folder's charts only, and to propose a storyline for your approval before composing slides. Review the **Proposed storyline**, then select **Request changes** or **Approve & compose**. See [Build and review a slide deck](/analysis/slides#build-a-deck-from-a-folder). The action is unavailable, with the reason shown, before a report exists, while a generation is running, or when the folder is empty. Readers cannot generate slides. ## Apply weighting to one chart When weighting schemes exist, choose **Unweighted** or a scheme from the chart row or builder. Each of your saved charts has its own selection; there is no study-wide default. Plan charts use the plan's weighting. Changing the plan's scheme and regenerating reapplies it to the plan folder. A copy keeps the weighting it had when duplicated until you change it. ## Generate charts in bulk Select **Bulk generate**. Select crosstabs, frequency tables, Auto, or another available chart display. Crosstabs accept one or more **Columns**. Other chart outputs accept optional breakdowns and create one chart per selected breakdown. Keep **All questions** or select a defined set. Ineligible question types are excluded from the resulting batch. Add base filters, choose a saved weighting where available, and save to the root, a folder, or a new folder. The confirmation reports how many charts will be produced and shows progress until the batch finishes. ## Troubleshooting You have view access to the study, so no chart can be edited. For an editor a plan chart is editable: its changes are kept with **Duplicate & save**. No column in that comparison had an unweighted base of 30 or more with a significant cell. Build the crosstab with **New chart** to read the full table and its bases. Reopen the chart, select a current question or variable in its place, and save. If the original specification is no longer meaningful, remove and rebuild the chart. Confirm that a question is selected and that the configuration differs from the stored version. Resolve any required field shown in the builder. Locked charts have no Save. Save at least one chart and wait for any current chart export to finish. ## Check the result Reopen the saved chart and check its question, filters, weighting, and base. For a folder you will present or turn into slides, step through every chart in order and confirm each belongs to the story. ## Related * [Build an analysis plan](/analysis/analysis-plan) * [Build a crosstab](/analysis/crosstabs) * [Build and review a slide deck](/analysis/slides) * [Export your results](/analysis/exports)