Charting isn’t always a straight-forward as it might seem. But we’re here to make it easy with (4) simple steps to get you started.

STEP 1: Load Data.
There are (3) ways for you to load data.

  1. Load from an Excel spreadsheet or connect to a Google Spreadsheet.
  2. Power your charts directly from a database by connecting it with an iCharts API connector. Learn more about setting one up.
  3. Enter data manually. If you don’t have a spreadsheet but have the data on hand, type it in yourself.
STEP 2: Design and Format.
You don’t need to be a graphic designer to make a good, clean, stylish chart. All it takes is one click.
  1. Browse through iCharts’ (15) pre-built design templates for additional background and formatting options.
  2. Apply a template in 1-click. Edit it as often as you like. Explore what can be changed.
  3. Or create your own custom design template to match your brand or style (platinum plan only). Find inspiration on our ChartChannel.


STEP 3: Create and Publish Charts.
Put the final touches on your chart and determine just how private or public you’d like it to be.

  1. Customize! Choose size, color, form factor, images, logo and much more. (Note: Options vary by plan type.)
  2. Add comments to your charts.
  3. Turn on/off interactive features – such as Sliders, Filters and Legends that are automatically generated to your chart/graph by iCharts.
  4. Choose Public or Private as your chart setting. See what the difference is.
  5. Share – via email, embed on your blog/website, share with another iChart’s user (account: account sharing) or post on your favorite social network.


STEP 4: Create a ChartBook.
Need cool reports with charts? Create a ChartBook.

  1. Include as many pages as you like.
  2. Drag and drop (unlimited) interactive charts into your ChartBook
  3. Rearrange charts on the fly with 1-click
  4. Add text-only charts into your ChartBook for additional context
  5. Share your ChartBook with other iChart’s users.
Need more information? Check out our FAQs section. Or download our new User Guide.
Not an iCharts user yet? Sign-up today for free.