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    The Chart Action Bar

    Last updated: October 18, 2026

    Select any managed chart and a small floating bar appears above it. It follows the chart as you move or scroll, and disappears as soon as you select something else.

    Chart action bar
    Chart action bar

    Edit Data

    Opens the chart's embedded data sheet, scrolled to A1. Type your values, and the chart - including every presentaid annotation on it - updates live as you edit.

    Refresh

    The circular arrow re-reads the chart and re-draws all presentaid decorations at their correct positions. You rarely need it: presentaid re-renders automatically whenever the underlying data or the chart geometry changes. Use it after you have resized the chart by hand, or if you edited the chart through PowerPoint's own dialogs.

    Lines

    The Lines menu holds everything that gets drawn on top of the plot:

    • Growth arrow: an elbow arrow between two data points showing the delta
    • CAGR arrow: a straight arrow showing compound annual growth between two points
    • Difference arrow: a vertical double arrow between two values
    • Value line: a horizontal benchmark line at a fixed value
    • Show Connector Lines: the step connectors between waterfall segments
    • Show Total Labels / Sort Segments: for stacked charts
    • Show Horizontal / Vertical Gridlines
    Lines menu
    Lines menu

    Chart Type

    Switches between Clustered, Stacked and 100% stacked without rebuilding the chart.

    This menu is hidden on chart types where switching would destroy the construction - waterfall, butterfly, waffle, line and scatter/bubble charts. On a Mekko it offers the two Mekko variants instead, and on a pie it offers Pie and Doughnut - the same data drawn two ways, so your slice colours survive the switch.

    Chart Properties

    A flyout with the settings you normally hunt for in several different PowerPoint dialogs - font size, bar width, legend position, data labels, axis number format and scale, chart title, axis breaks, scale alignment and the Excel link.

    Chart Properties flyout
    Chart Properties flyout

    The flyout is draggable, so you can park it out of the way while you compare charts. On a waffle chart it shows the waffle's own settings - grid, cell size, symbol, legend text and colours - instead of bar width, data labels and axes; see Waffle charts.

    The presentaid Charts Ribbon Tab

    When a chart is selected, PowerPoint shows its own Chart Design and Format tabs. presentaid adds a third tab next to them: presentaid Charts. It puts the most-used chart actions where you are used to looking for them - in the ribbon.

    presentaid Charts ribbon tab
    presentaid Charts ribbon tab
    ButtonWhat it does
    Edit DataOpens the chart's data sheet - the same as Edit Data in the action bar
    Refresh DecorationsRecalculates the labels and positions of arrows, lines and other presentaid decorations from the chart's current data - the same as the circular arrow in the action bar
    Apply StyleClick the button to apply your default chart style, or open its list to pick another one. See Chart Style Configurator
    PowerPoint shows the tab for every chart, because an add-in can only add a tab to PowerPoint's own chart tabs. On a chart presentaid does not manage - for example one made with another tool that has not been converted yet - the buttons are greyed out. Apply Style also stays greyed out until a chart style has been set up.