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Edit tables and charts in an answer.

Every table the Agent writes is live. Click a cell and type, and the figures, the calculated columns and the chart bound to that table all update. Add your own row, delete one you do not want, and the chart keeps up.

Click a cell, type a value Charts follow the table Add or delete rows
ProjectCharlo CPS
TitleEdit tables and charts in an answer
Contactai@charlo.com.au
RevA
StatusIssued for use
Sheet1 of 1
Section 01 · The idea

The answer is a working sheet, not a printout.

A table in an Agent answer is editable in place. Behind it sit the calculations and any chart the table feeds. Change a number and everything that depends on it changes with it, so you can test a figure, correct a source, or add a project of your own without asking the Agent again.

What recalculatesCalculated columns, such as an adjusted rate or a rounded value, are worked out from the cells you type. Edit an input and the results in that row update. Tables from a preset carry their own formulas; the calculator icon above the table shows what each column is.
What the chart followsA chart is bound to two columns of its table: one for the category and one for the value. Those columns are tinted. Change a value, add a row or delete a row, and the chart redraws.
Where the tools areAbove each table is a small action bar: refresh calculations, copy as CSV, export to Excel or CSV. Click into a cell and a floating toolbar appears with row, column and table controls. A bin appears at the left edge of the row you are in.
What it does not touchYour edits live in this answer and its revision. The source documents in the Knowledge Base are never changed.
Section 02 · Walkthrough

Change a value, add a row, delete a row.

Eight steps on a table of health-project rates with a bar chart bound to it. To make the table and chart in the first place, see the guide Refine an answer with quick actions.

01Find the table tools

Every table has an action bar above its top-right corner.

  • The first icon refreshes the calculations and chart bindings. Use it if a figure looks stale after a lot of edits.
  • The others copy the table as CSV, export it to Excel, or export it to CSV.
  • The tinted columns are the ones the chart reads.
Editing is on by defaultThere is no edit button. Click anywhere in the answer and the formatting toolbar appears at the top.
FIG 01An answer table with its action bar ringed in orange: refresh calculations, copy CSV, export XLSX and export CSV
The action bar above the table: refresh, copy, export.

02Click a cell and type

Cells edit in place, like a spreadsheet.

  • Click the value you want to change. The cell takes the cursor and the floating table toolbar appears above.
  • Select the old value and type the new one, for example 15,000.
  • Click away or press Tab to move on. The change is kept.
FormatsType numbers the way the column shows them. Commas and a dollar sign are fine; the calculations read the number underneath.
FIG 02A cost per square metre cell ringed in orange with the cursor inside it, the floating table toolbar above and the row bin at the left edge
Click a cell and type. The bin at the left belongs to this row.

03Watch the chart follow

The chart redraws as soon as the cell changes.

  • Scroll to the chart under the table.
  • The bar for the row you edited now reads the new value. The axis rescales if it has to.
  • Any calculated column in that row, such as a rounded or adjusted rate, has been reworked too.
Try itThis is the fastest way to test a what-if: change one input, read the result, then put the source value back.
FIG 03The bar chart ringed in orange, with the first bar now at 15,000 after the cell edit
The chart follows the table: the edited bar now reads 15,000.

04Use the table controls

The floating toolbar appears whenever the cursor is in a table.

  • From the left: add a row above, add a row below, delete the row.
  • Then: add a column left, add a column right, delete the column.
  • Then: merge cells, split a cell, toggle the header row, and delete the whole table.
Hover for namesEach icon shows its name when you rest the mouse on it.
FIG 04The floating table toolbar ringed in orange above the table, with row, column, merge and delete controls
Row, column and table controls, in one floating toolbar.

05Add a row of your own

Put your own project alongside the sourced ones.

  • Click into the last row, then click Add row below in the toolbar.
  • Type into each cell of the new row: a name, a document if you have one, and the value.
  • Leave the citation cell blank. It is your figure, not a sourced one.
Be honest with the readerName the row so it is obviously yours. A sourced table and a typed row look the same in print.
FIG 05A new last row ringed in orange reading My own project, my_cost_plan.pdf and a typed value
Your own row, typed straight into the table.

06The chart picks it up

A new row is a new bar.

  • Scroll to the chart. Your row is the last bar, labelled with the name you typed.
  • If the bar is missing, the value cell is probably empty or not a number. Fix the cell and the bar appears.
RefreshIf anything looks out of step, click the refresh icon above the table to rebind the chart.
FIG 06The bar chart ringed in orange with a new final bar labelled My own project
The new row becomes the last bar.

07Delete a row

Take a row out of the table and the chart together.

  • Click into the row. A bin appears at its left edge.
  • Click the bin. The row goes, and so does its bar in the chart.
  • The same control is in the floating toolbar as Delete row.
SlippedUse the undo arrow in the formatting toolbar at the top of the answer, or step back to the previous revision in the Agent panel.
FIG 07The bin at the left edge of a table row ringed in orange, with the label Delete this row
The bin sits at the left edge of the row you are in.

08Check the result

Table and chart agree.

  • The deleted row is gone from the table and the chart shows one bar fewer.
  • Your own row is still there, and still charted.
  • Copy or export the table from the action bar when it reads the way you want.
Keep itEvery edit is part of the current revision. Save or export before you run another quick action if you want a fixed copy.
FIG 08The bar chart after the deletion, one bar fewer, with the typed row still shown as the last bar
One bar fewer, your own row still charted.
Section 03 · Good habits

Edit with care.

Edit inputs, not resultsIn a table with calculated columns, type into the source cells. A typed result is overwritten the next time the row recalculates.
Mark what you typedA typed row or cell carries no citation. Name it so a reader can tell it from sourced evidence.
Refresh when in doubtThe refresh icon above the table re-runs the calculations and rebinds the chart.
Export when it is rightCopy as CSV or export to Excel from the action bar. The export carries the values as they stand.
Section 04 · More help

Ask Dylan any time.

WhereThe Help button sits in the bottom-left corner of Charlo CPS.
WhatIt opens Dylan, Charlo’s help assistant. Ask a question in plain words and Dylan answers from the how-to guides, with a link to the full article. The Library button in the panel opens the whole How-To Library.
AskStuck on your own work? Send a real example to ai@charlo.com.au.