View budget information in a chart
Visually explore and interact with your budget information in a chart format.
Charts are available in four budget workbook tabs: Main (budget), Balance Sheet, Database (driver) and Manual (miscellaneous). Charts are particularly useful when the budget grid has a lot of period columns and you are only interested in one or a few budget items (rows). Rather than scrolling across multiple columns, you can visualize the row(s) instead.
Create a chart
While you can select rows in the worksheet before you open the chart panel, only some of the rows (those at workflow level) are available for selection at that stage. When you open the chart pane, you get more row selection options.
If you had any rows selected, that data displays in the chart, otherwise, you get a message telling you to select one or more rows.
Configure the chart
Interact with the grid and chart
Scroll across the grid to view the data on the far right whilst keeping the chart in view. If you want a better view of the grid and a minimal view of the chart panel or vice versa, click and drag the divider to the left or right as required.
Select one or more rows in the grid and the chart will update accordingly. The chart’s Data tab gives you options for dealing with multiple rows.
Click an item in the chart legend to remove the corresponding data from the chart, then click the legend item again to display it in the chart. For example, if your chart displays the budget values for three countries, you might want to remove one, so you can compare the other two more easily.
Edit the values in the grid and the chart will automatically accordingly. You row selections are retained.
Was this helpful?