Charts

Creating Charts

To create a new chart, click on the + Add button to add a chart, text block, or model input. For new charts, fill in the details and click Add Chart to Dashboard.

Chart Settings

You can configure your chart settings and customize your charts. To access Chart Settings, click the Edit button and then click on the pencil icon of the chart you want to edit.

Chart Name

Chart name can be edited.

Scenarios

By default, the ‘one scenario’ will be selected when your chart is first created. If you’d like to build a chart that compares data from multiple scenarios, select Multiple Scenarios.

Visualization Type

There are 7 types of charts you can use and switch between depending on how you want to display your data.

• Line Chart - tracks changes over time or compares changes over the same period of time between different data groups.
• Bar Chart - tracks changes over time or compares changes over the same period of time between different data groups.
• Donut Chart - displays the proportions of a data group, with the size of each piece representing the data category. You can include a Total Label to show on the chart.
• Scorecard - displays the data group(s) in numeric value.
• Runway Chart - displays the number of months based on your Banks data group. You can set the runway chart max value up to 36 months.
• Category Breakdown - displays the top categories for the parent category(ex. Breakdown of expenses or income).
• Funds Flow - Automatically shows income sources flowing into COGS and expense categories, with vendor breakdown.

Data Group

You must select a data group to create a chart. Choose an item to select the data group. You can add more than one data group to the chart.

To edit the data group, click on the data group label. You can invert data to reverse the sign, delete data, or change the color of the data group by clicking on the colored circle.

Data Highlight

Choose an item for data highlight to show the numeric value of the highlighted data group on the chart.

Resize and reorder charts

On the dashboard, you can resize and reorder your charts directly. Click on the Edit button on the top right. You can resize by dragging the bottom right corner of any chart(you will need more grid space if you want to increase its size).

You can move the chart to a new grid space to reorder the charts.

Click Save to save changes.

Delete charts

To delete a chart, click on the Edit button on the top right of the dashboard. Click on the “x” on the top right corner of the chart you want to delete. Confirm to delete the chart.