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 know how important aesthetics are when presenting, or interpreting insights for your business. With Futrli you can tailor how your data looks to suit your specific needs.
We’ve got many rows in our card now, let’s look at how you can customise whats displayed in the charts.
Setting Default Chart Types
If you navigate to the report tab on most cards (there are exceptions, like the Snapshot or Video card for example) you will see you have the option to customise how your chart is displayed by clicking the “Select a Chart” icon. The default is a bar graph, but there are multiple available options, which will update for all existing rows.
As you can see there are multiple available options for how you wish to display your information on your card, and simply selecting an option will change your default chart type.
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:
We can, of course, edit the order of the rows on the back of the card. We can do this by clicking on the three bars on the right of any row and dragging and dropping the row into the desired position:
When we are happy, we can view our updated chart by clicking on the “Done” in the top right of the card, and when it flips around we can see the order of the rows (and the colour of the chart) has updated.
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 Expenses to our card and then set our display on chart option to all accounts in order to display the accounts which make up the Expense category on our chart:
In this example, that is a lot of information, so you may wish to filter out certain Expense categories by clicking them in the legend below 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 and when we’re using a mixture of forecast and actual data it shows us when our actual data ends. If you don’t want to display the line, then flip the card over and select “Chart options”. This will then reveal the “Hide actuals/scenario marker” checkbox, which will allow you to remove the relevant line from your report.
Making your insights your own is a paramount concern here at Futrli, and customising your chart types and the way your data can be displayed is a big part of that.