Step 1. Log in to Chartrics Cloud

To start using Chartrics, follow the steps below to log in to Chartrics Cloud. 

  1. Click on the Login or Start 30-day Free Trial button
  2. Fill in your information details, and press Sign Up

Add an Account

Note* For a fast and seamless process, we recommend you test Chartrics with the Sample Account, Project, and Dataset we already added for you in the Chartrics Cloud. You can still do it by yourself, following the steps below.

 

When you are logged in to Chartrics Cloud, first you need to create an Account for your Client:

  1. From the main menu, go to the Accounts tab
  2. Click on the +New button
  3. Fill in the required fields and Save

 

Create a Project

Next, create a Project for your Client where you can store all the related data sets and reports:

  1. Go to the created Account page
  2. Click on the +New button
  3. Fill in the required fields and Save

 

Upload a Dataset

Finally, upload your Dataset into the Cloud to connect it with PowerPoint charts.

  1. From the created Project’s page, go to the Dataset tab
  2. Click on the Upload button to browse a dataset from your computer
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Automatically update all your PowerPoint charts with the new data in 15 seconds.