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Online Excel Reporting with Plotly

Online Excel Reporting with Plotly

Step 1

Head to Plotly and Organize

Head to Plotly's homepage and click 'Organize' in the upper left.

Organize

Step 2

Create a New Folder

Use the 'NEW' dropdown menu and select 'Folder.'

Folder

Name the new folder to your liking. We'll call ours 'Error Bar Graphs' since all of our graphs have error bars.

Folder Name

Step 3

Add Graphs to Your New Folder

By hovering over each graph on your homepage, you can check each that you'd like to add to your new folder. Click the folder icon within upper tool bar to move the selected graphs to the newly-created folder.

Add to Folder

Once you have selected the correct folder, go ahead and click 'MOVE' within the 'Move To' menu.

Move to Folder

Your Plotly homepage should now look something like this.

Home

Step 4

Share Your Folder

Now, hover over your new folder and click the 'Share' arrow.

Share Your Folder

The 'Share Folder' popover will then appear. You can 'Invite People' by entering their Plotly username or email address. You can also add a message if you'd like.

Invite

Click the 'SHARABLE LINK' tab to acquire a link to your folder. You can share this with other collaborators.

Link

Step 5

Your Plotly Homepage

Our 'Error Bar Graphs' folder can be found here at the link provided: click here.

Final

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