Skip to content

2. Chart Type Selection — Dynamic Text

In the second step you select Dynamic Text from the 2 chart types in the Text group. This selection enables Steps 3 (Compass Record) and 4 (Axis Config) to run, but causes Steps 5 and 6 to be skipped.

Wizard route: /cartography/add/selectchart

Prerequisite

The Text group must be selected in Step 1.

01 — Group Selection


1. Review the Type List

Chart type selection screen — Text types


2. Text Types

Chart Type Typical Use Steps 3-6
Static Text Fixed content (headers, instructions) — no data source 3, 4, 5, 6 all skipped
Dynamic Text Single-value KPI from a Compass record 5, 6 skipped

3. Select Dynamic Text

Click the Dynamic Text card. The card is highlighted with a bold green border.

Click the Next button at the top right.

Proceeding Without Selecting a Type

If no type is selected, Next gives a warning.

Static Text Is a Different Flow

Static Text does not use a Compass record. → Static Text Flow

Skipped Steps

For Dynamic Text, 5. Series Design and 6. Add Series are skipped. Compass record, Axis Config, and General Design all run.


4. Next Step

03 — Compass Record Selection