> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/financial-statements/using-statements/view-financial-information-in-a-chart.md).
# View financial information in a chart
Turn the data in your financial statement into a chart.
Charts give you a visual overview of your financial data, making it easier to identify trends, comparisons, and patterns without scanning rows and columns in the grid. They're are particularly useful when the statement has a lot of columns and you are only interested in a few rows. Rather than scrolling across multiple columns, you can visualize the row(s) instead.
Charts are available in all financial statements except for the Trial Balance and they work well alongside the levels and column groups features.
Select **Chart** in the toolbar to open the Chart builder panel. The chart displays data for the selected row(s) in the statement. If you didn't have any rows selected, the first one is selected for you by default.
From here, change the data to include, choose a chart type, and configure how the chart displays.
1. In the statement, select the data you want to include in the chart. The chart preview updates as you make your selections.
2. In the Chart builder panel, choose the chart type and configure how the data displays. For information about each chart type and its settings, see [Dashboards (new experience) widgets](/basics/dashboards-new-experience/create-a-dashboard/dashboard-new-experience-widgets.md).
3. Review the chart in the preview. Drag the preview to reposition it, or use the resize handle to change its size.
4. At the top of the chart preview, edit the default name for the chart and, optionally, add a description. Hover over this area to access more options. You can export the chart as an image or dock the preview to the Chart builder panel and undock it again.
5. Optionally, add the chart to a dashboard to share key metrics with your team.
To close the chart panel, click the **X** in the top-right corner or the **Chart** button in the toolbar.
More information on how to add a chart to a dashboard, watch the video below.
{% embed url="" %}
Add a widget to a dashboard
{% endembed %}
---
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