View your data in a chart (Flex Modes)
Visually explore and interact with your data in a chart format.
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Visually explore and interact with your data in a chart format.
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The chart builder tool in this mode is quite different from how you create charts in the other Analytics modes. It's more similar to the charting tool in the Financial Statements and Budgets & Forecasts module.
While the Chart view tab at the bottom of the grid contains some pre-built charts, you can create your own charts and add them to this tab. Charts are particularly useful when the grid has a lot of data; rather than scrolling through multiple columns or rows, you can get a visual overview of the data instead.
For optimal results, first filter the data in the grid to get a subset for the chart. Then either click the Chart builder button in the toolbar or click the header of the column you want to chart and click Chart column.
The chart builder slides out from the right of the screen, displaying data for the selected column. If you did not chart a specific column, by default, the first column is selected and charted for you. You can then select a different column and configure the chart as required.
Scroll across the grid to view the data on the far right whilst keeping the chart in view.
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 data for your top 5 products, you might want to remove the lowest three products, so you can compare the top 3 products more easily.
Use the menus in the toolbar to change your view of the data and watch the chart update accordingly. Your column selection is retained. For example, you might want to apply a different period or measure.
You can add your chart to the Chart view tab so you don't need to recreate it the next time you open this database.
Click the Add to chart view button in the top-right corner of the chart.
Click the Chart view tab to view your chart alongside the pre-built charts.
The chart builder tool, available in several modules, allows you to visually explore and interact with your data in dynamic charts.
To close the chart builder, either click the Close button in the top-right corner of the chart or click the Chart button in the toolbar.
You might want to view a chart in a larger scale if you are using it in a presentation, so the audience can see the data more clearly.
Click the Full screen button on the top right of the chart. To exit out of full-screen mode, click the Close button or press the Esc key.
The Data tab is open by default and the available options depend on the selected chart type.
On the Text tab, you can edit the default title. You can also add a description of the chart, which displays as a subtitle. You can use this area to add commentary, for example “in line with prior year”.
On the Layout tab, you can:
Switch between a vertical (default) or horizontal layout of the bars in the chart.
Allow non-zero scale in the chart. When selected, this setting takes off the zero scale, to highlight the differences or emphasize trends. Not available in the Waterfall chart.
Change the location of the chart legend. By default, it displays in the top right corner but you can move this to the right of the chart or remove it altogether.
Switch between different types of charts and configure how the data displays in each one. As you try out the different options, the chart updates accordingly. This interaction helps you find the chart type and configuration combination that best meets your needs. You can change the chart type, the and that displays in the chart, and the of the charts contents.
Click the chart buttons to switch to a different type of chart, such as Bar/Line, Bullet, Gauge, , , and Waterfall.
Stacked charts: Display the data for the selected items in separate ‘charts' within the one chart. The charts are synchronized, so when you hover your mouse over an element in one chart, the same element in the other charts is also highlighted. This option is useful when you want to compare items that have a dependency. For example, if you want to compare the performance of the Revenue, Cost of Sales and Gross Profit accounts across the financial year. Stacked charts look great in full-screen mode when you are making presentations and they work really well when you are .
As the chart builder sits to the right of the grid, you can view the data in two formats at the same time and interact with them simultaneously. For example, you can take the following actions:
