Settings
Click a chart to open its settings, grouped in the sidebar. Remove a group with the X next to its name to hide that element from the chart, and use + to add a series or a target.Chart
Date range
Date range
The span of data the chart shows. Choose a dynamic range (Last month, YTD, LTM, Full year, Last year, or Next year) or set a Custom range. Dynamic ranges resolve against the Last close date set for the model, so they roll forward automatically as you close each period.
Group by
Group by
How periods group along the x-axis: monthly, quarterly, calendar year, fiscal year, or all.
Colors
Colors
The color palette applied to the series. Options are Ocean blue, Olive green, Sun burst, Death star, Pastel, Nature, Temperature, Dawn, Blue, Green, Orange, Red, Pink, Purple, and Gray. Override the palette on an individual series from the series settings.
Grid
Grid
The gridlines behind the chart: No grid, Horizontal only, Vertical only, or Both.
Line style
Line style
Whether the lines bounding the areas are Smooth or Straight.
Series
The series shown in the chart, each drawn from a row, group, or calculation in your model. For each series you can include multiple sources, such as actuals, budget, or forecast. Series order sets the legend order: the top series shows first, then the next, and so on. Sources are styled automatically: actuals render in the full series color, and budget or forecast render semi-transparent. Click a series to reveal its own settings. When a series has a single source, click the series directly. When it has multiple sources, click the specific source to open its settings.Title
Title
The series name. Defaults to the name of the row, group, or calculation the series is drawn from; override it to rename the series.
Color
Color
Override the palette color assigned to this series.
Data labels
Data labels
Show or hide the value labels on the series.
Absolute values
Absolute values
Plot the absolute value of each point, ignoring sign.
Title
Content
Content
The chart title. Defaults to the name of the row, group, or calculation the chart is drawn from; override it with free text.
Align
Align
Position the title to the left, center, or right.
Legend
Position
Position
Where the legend sits. Top is the only position available for this chart type.
X-axis
Line
Line
Show or hide the x-axis line.
Slant
Slant
Rotate the x-axis labels by 0, 15, 30, 45, 60, 75, or 90 degrees.
Y-axis
Title
Title
The y-axis title, as free text.
Line
Line
Show or hide the y-axis line.
Unit
Unit
Auto inherits the unit from the series in the model, or override it with number, percentage, or a currency (DKK, EUR, USD, or GBP).
Limit
Limit
By default the axis fits the bounds of the series. Set a fixed minimum and maximum to lock the scale.
Target
Label
Label
The target’s name.
Value
Value
The value the line sits at.
Color
Color
The color of the line.
See in action
See charts in practice in the Management report masterclass.