Controlling how data displays in a chart

Personalise your Charts and make them beautiful with our guide on setting default and individual Chart Types, and choosing what displays on a Graph

Written by Ross MacLeod

With data to play with, it’s now time to decide how you’d like that data to display on your charts. In this article we’re going to look at:

  • Setting default chart type
  • Setting individual chart types
  • Choosing what items display on a chart

Setting default chart types

By default any chart you add from scratch will display as a line graph. You can change the chart type of a chart within the Rows section. To do so, select the chart symbol adjacent to the default row settings line:

Setting Default Chart Type

Then select the chart you would like to use:

Chart Type Options

Setting individual chart types

To give you even more flexibility, you can also set how each individual item in your report displays on the chart. To do so, hit the chart icon adjacent to the item you wish to edit:

Individual Item


In the example below we’re displaying bank accounts as columns and our current assets and total income formula as lines:

Multiple Items

Choosing what items display on a chart

If you’ve added a non-financial parent, financial category or group to your report, then by default we’ll display the parent, category or group total on your chart. However there may be some situations in which you wish to display the items within the group or category as well, or instead of their parent. With theĀ Display on chart option you can do exactly that:

Selecting Display Items

In the example below, we’ve added income to our chart and then set ourĀ Display on chart option to All Accounts in order to display the accounts which make up income on our chart:

Viewing all Accounts on the Chart



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