View financial information in a chart
Visually explore and interact with your financial information in a chart format.
Charts are available in all financial statements except for the Trial Balance and they work well alongside the levels and column groups features. Charts are particularly useful when the statement grid has a lot of columns and you are only interested in one row or a few rows. Rather than scrolling across multiple columns, you can visualize the row(s) instead.
Watch the videos at the bottom of this page for some demonstrations.
Create a chart
The chart displays data for the selected row(s) in the grid. If you didn't have any rows selected, the first one is selected for you by default.
Configure the chart
View the chart in full-screen mode
Interact with the grid and chart
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.
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.
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 current, previous, and budget data streams, you might want to remove the previous stream, so you can compare the current and budget more easily.
Change your view of the grid and watch the chart update accordingly. Your row selections are retained. For example, you might want to apply a different period or display all periods. See Change your view of a financial statement to learn about the different ways to change the layout and the contents of a statement.
Videos
Watch these other videos:
Phocas Demo: Visual storytelling (also shows sparklines)
PUG Training: Financial Statements – Advanced (jump to 18:16)
Next steps
When you're happy with your chart, you can add it to a dashboard to share key metrics with your team. See Add financial analysis to a dashboard.
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