Spotlight Series #21: Link data to charts and tables in three easy ways

Spotlight Series #21: Link data to charts and tables in three easy ways



Your audience won't remember your content if you simply say, "Our growth rate has increased." Instead, try, "Our growth rate has increased from 11% to 20% in just 6 months." Adding data is the best way to make your presentation more memorable. Visualizing it is even better, as it helps your audience understand your point at a glance.

In Spotlight Series #18, we examined different types of charts and their uses. In this month's spotlight series post, we'll discuss how to add data to a chart or table in different ways.

Ways to add data to charts and tables

Get started by creating a chart: Click on Data Art and choose an appropriate chart or table style, and click Insert to add it to your slide. Here is how you can add data to your chart or a table.

Manually 

Once you insert a chart, you will be able to enter the data. You can also modify it by clicking the Edit Data button in the right bottom corner.



However, this will not be efficient if you are handling a large amount of data or working with variables that change frequently. In such cases, doing it manually can also lead to errors.

Using data fields

Let's assume you are preparing the sales performance report for your company across regions for every quarter. Few data like the team's contact details, sales revenue numbers, and client details will keep changing across different regions.

Instead of creating new presentations for every region, you can store the values as data fields and update them across slides in a single click. This is more efficient because you don't have to spend time designing the slides and rewriting content every time.

Here is a detailed guide on how you can add a data field to your presentation.

To use the existing data field in your data art, click on the Data Fields option in the bottom left corner (under Link Data) and select the required field.




Linking data from Zoho Sheets

Companies are storing a significant amount of sales and marketing data in spreadsheets. Most of this can be used in various business presentations.

You no longer have to switch between tabs to import or add data to your slides. Instead, you can fetch data stored in Zoho Sheets directly from the Show interface.

Click the Insert Spreadsheet option next to the Data Field option. A pop-up box appears which will show you the list of files stored in your WorkDrive. Choose the file with the data and click Pick.

Now you'll be able to see a preview of the spreadsheet. Select the cell range that contains the required data and press the Update button. Choose the appropriate chart or table type and click Insert. Your data art will now be added to your slide.

Also, if there is any change in the values in the spreadsheet, the changes will automatically be updated in your presentation by clicking on the Sync button.

Detach mapping from a chart or table

You can remove the data you have linked to a chart or a table by detaching the field. You'll be able to make this change to a single slide as well as the entire presentation.

If you want to use the data stored in the same spreadsheet, you can also edit the data field without deleting it.
Check out the guide to detaching a data field for more information.
 


    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • No feedback from Zoho Books regarding Yodlee feeds for Investec

                                                                                                            I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for
                                                                                                          • Inappropriate Removal of Features

                                                                                                            It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be
                                                                                                          • Filtering report embeded in page

                                                                                                            Right now we are using a page variable to filter a report on a page. However, it being a page variable makes it reset if you go to another report/form, we want the filter to be kept the same. I tried using an application variable according to zoho you
                                                                                                          • Export Invoices to XML file

                                                                                                            Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                          • Zia summarizes your IM bot chats in real time

                                                                                                            Hello everyone! Let's say you’re an agent taking over a chat where a customer was booking a flight through a bot on WhatsApp. They've already shared key details, like their destination, travel date, and number of passengers. You need to understand the
                                                                                                          • Megamenu

                                                                                                            Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
                                                                                                          • Cancel and refund

                                                                                                            Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to
                                                                                                          • One Contact with Multiple Accounts with Portal enabled

                                                                                                            I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
                                                                                                          • Kaizen# 209 - Answering Your Questions | All About Client Script

                                                                                                            Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully
                                                                                                          • To Do: shareable task links without login

                                                                                                            Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them
                                                                                                          • Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

                                                                                                            Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.
                                                                                                          • Unlock agreement intelligence with Zoho Sign's latest AI updates

                                                                                                            Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like
                                                                                                          • Currency abbreviations

                                                                                                            Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
                                                                                                          • Embed Sign Document

                                                                                                            Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to
                                                                                                          • Zeptomail API error 500 internal server error

                                                                                                            Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards
                                                                                                          • We’re transitioning from Zoho ShowTime to TrainerCentral

                                                                                                            Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why
                                                                                                          • Emails Are Not Being Delivered to My Inbox

                                                                                                            Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
                                                                                                          • Radar In Focus: Track customer support metrics using Radar's static reports

                                                                                                            Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed
                                                                                                          • Mail ToDo & Tasks Webhooks

                                                                                                            Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message
                                                                                                          • Allocating inventory to specific SO's

                                                                                                            Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                          • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

                                                                                                            Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
                                                                                                          • Where can I find rejected inbound mails and their reason for rejection

                                                                                                            Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
                                                                                                          • Refund

                                                                                                            Hi There, Please refund me asap possible, because of no support given. Thank you
                                                                                                          • تغيير عمله الدفع"Change payment currency"

                                                                                                            ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"
                                                                                                          • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                            How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                                                                                          • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                            Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                                                                                          • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

                                                                                                            In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with
                                                                                                          • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                            As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                                                                                          • Item images

                                                                                                            Can we get an "On hover" expanded image for items please ?
                                                                                                          • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

                                                                                                            Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,
                                                                                                          • Zoho Sign product updates - Q3 2025

                                                                                                            Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients
                                                                                                          • Zoho sites header

                                                                                                            Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
                                                                                                          • Zoho Books Sandbox environment

                                                                                                            Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                          • Quick Create needs Client Script support

                                                                                                            As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                                                                                          • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                                                                                            Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
                                                                                                          • DNS set up

                                                                                                            I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
                                                                                                          • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                                                                                            The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
                                                                                                          • General suggestions

                                                                                                            Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark
                                                                                                          • Can't upload attachments.

                                                                                                            I can't upload attachment in Zoho Mail.
                                                                                                          • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                                                                                            Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
                                                                                                          • Next Page