Investment Studio > Setup > Chart > Source editor

All the data displayed in a Chart object is produced by expressions and settings collectively known as the Chart's (data) sources. Click Data > Sources in the Chart's pop-up menu to open the Chart's source editor.

Overview

The source editor contains three tabbed sections: Output, Symbols and Parameters.

All the Chart's data sources are listed in the Output section's source table:

Sources can be added, moved and deleted using the Output section's toolbar or the source table's pop-up menu. Each data source has its own output channels, symbols and parameters (see below). An entry must be selected in the source table for the output channel panel, the Symbols section and the Parameters section to be enabled. When the Favorites button in the Output section's toolbar is depressed, a list of available favorite sources is displayed to the left of the source table: How the selected source sends data to the Chart is determined by the output channel expressions listed below the source table: The symbols SELF and X in the screenshot above are two of several built-in symbols available to Chart expressions.

In principle, all output channel entries (see above) can be full-fledged expressions. In practice, this can make them hard to read and to modify, and there are limits to what can be done with a single expression. It is therefore often preferable to break down chart sources in multiple, named building blocks and then use references to them in the Output section. The Symbols section is where such building blocks are defined. Each one must be labeled with a Symbol (unique within the source) and must contain an expression (Definition) which evaluates to a numerical result or to an array:

	The symbols SELF, FROM_DATE and TO_DATE in the screenshot above are three of several built-in symbols available to Chart expressions.
	Parameters are a special kind of symbols. Like other symbols, they can be referenced in expressions throughout their source (or throughout the Chart, when combined with the source's identifier) but they are not themselves defined using expressions. Instead, each parameter has a constant float Value, which is specified explicitly in the Parameters table:

Nothing you do in the source editor will affect the Chart object until you click Apply (apply changes and keep editing) or OK (apply changes and close editor). If you make some changes and then decide to discard them, close the source editor by clicking the button in its upper right corner. This causes all changes made since the last Apply to be discarded.