Customising Chart display on Cards

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 Rob Guard

We’ve got many rows in our card now, let’s look at how you can customise whats displayed in the charts. You’re going to learn to:

  • Set the default chart for a card
  • Combine multiple chart types
  • Show and hide rows on charts
  • Show and hide actuals markers

Setting Default Chart Types

By default any chart you add from scratch will display as a bar graph. You can change the default chart type for a card by clicking the chart symbol on the default row settings line:

Then select the default chart type you would like to use:

Now every new row you add will automatically display as using our default type! Updating the default chart type will also update our existing rows too.

Combining Multiple Chart Types

For even more flexibility, you can also set how each individual row in your report displays on the chart. To do so, click the chart icon adjacent to the row you wish to edit, and select a chart type for that row.

In this example below we’re stacking our expenses and cost of sales, while showing income as an area:

In order to move the line to the top of our chart, we need to edit the order on the back of the card:

When we view our updated chart, we can see the line is now on top.

Show And Hide Rows On A Charts

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 sometimes you’ll want to display all account rows, and you won’t want to add and configure each row individually.

With the display on chart option you can do exactly that:

In this example, we’ve added income to our card and then set our 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

 

Show And Hide Actuals Markers On Charts

When you’re working with actual & forecast data you need to be clear on when your actuals end and forecasted data starts. It’s easy to spot this in tables as the cells are clearly highlighted – but when you’re using charts it’s not always clear.

Charts automatically display an Actuals Marker if you’re mixing data, but if you don’t want it visible it’s easy to turn off too.

Let’s take a quick look first to see how it appears:

 

 

When we’re using forecast only data this shows us where our scenario begins (left) and when we’re using a mixture of forecast and actual data it shows us when our actual data ends (right). If you don’t want to display the line, then flip the card over and select Hide Actuals Marker.