Study Templates

For convenience, studies can be organized into templates. A template contains one or more studies with specific settings. To create a template, simply add and configure all of the studies you want to include on a chart. When you are satisfied with the studies and their settings, choose File -> Template -> Save As Template (from the top menu bar, Note: File -> Chart -> Template -> Save As Template from the Console).

Create Template (Step 1)
Save As Template Dialog (Step 2)

A study template can be applied to another chart by choosing File -> Templates -> <Template Name> from the top menu bar (Note: File -> Chart -> Templates -> <Template Name> from the Console). Short cut keys are available to make this more convenient. Short cut keys are Alt + 1, Alt + 2 etc where the number key applies the template in the order they were created.

Apply Template
Template

Removing a Template

To remove a template from a chart (including any associated plots). Right click on the template name (in the study legend).

Remove Template

Managing Templates

Your existing templates can be managed from the Manage Templates dialog. Choose File -> Templates -> Manage Templates (from the top menu bar). From this dialog you can rename, delete or change the order of the templates. The template order affects the short cut keys (Alt + 1, Alt + 2 etc). Changing the order will affect which template applies to each short cut key sequence.

Manage Templates Dialog

Import/Export Templates

For convenience study templates can be exported and imported into a workspace. This can be useful for sharing templates or moving them between workspaces. Both of these operations can be done from the Manage Templates dialog (see previous section). The Import/Export buttons can be found at the bottom of the dialog.

Template Preferences

Preferences for study templates can be found in the Preferences dialog. Click on Chart then on Templates. A default template can be configured (check the Use Default option). This will be displayed whenever you create a new chart.

The Link Templates option will apply a template to all charts that are part of the link group (if configured, see the Chart Linking section).

Template Preferences

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