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You can save a chart as a template with its specific attributes (e.g., displays certain data source information in a certain way) that can be reopened in EnergyCAP Enterprise either as is OR updated dynamically by the application. The attributes saved with the chart data include the data series names, start dates, and end dates.

You have the capability to:

  • Allow all users access to the chart template by saving it to the Public folder

  • Save the chart template to the database for your access only

  • Save the chart template as a file to a computer

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. Select the Chart tab.

  4. From the File menu, select Save. The Save Chart dialog box appears.

  5. To allow all users access to the chart template:

    1. Select the Database check box.

    2. Select the Public folder.

    3. Type a name for the chart in the Chart code field.

  6. To save the chart template to your folder in the database:

    1. Select the Database check box.

    2. Select your user folder.

    3. Type a name for the chart in the Chart code field.

  7. To save the chart template as a file to a computer:

    1. Select the File check box.

    2. In the Chart code field, type the directory location and file name.

    3. To locate the appropriate directory location, click . The Save As dialog box appears.

      1. In the Save in field, select the directory location for the file.

      2. In the File name field, type a name for the file.

      3. In the Save as type field, select Chart Template (.cpt).

      4. Click Save. The Save As dialog box closes.

  8. After making your selections, click OK. The template is saved.

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