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Designing Chartviews

Use Chartview Designer to create interactive dashboards based on the data in a report. A Chartview consists of one or more charts and text items that you can arrange and customize yourself.

Chartviews are used to present financial data in a clear and visual way.

Opening a Chartview​

Open a report and navigate to Structure → Design Chartview.

This opens the Chartview Designer.

The Chartview Tab​

The Chartview tab contains the tools for designing your dashboard.

Refresh​

Reloads the current Chartview.

Save As​

Saves the current Chartview as a new dashboard.

Board Size​

Select the size of the dashboard.

The following sizes are available:

  • Mini (3, XGA)

  • Small (4, HD)

  • Normal (5, Full HD)

  • Large (6, Full HD+)

  • Extra Large (8, QHD)

  • Extreme (12, 4K)

Theme​

Choose the color theme for the charts.

Available themes include:

  • Standard

  • Bright

  • Fresh

  • Evening

  • Pastel

Chart​

Adds a new chart to the dashboard.

Text Item​

Adds a text box for notes or additional information.

Configuring a Chart

After adding a chart, you can open the Chart Settings window by clicking the button in the upper-right corner of the chart.

In this window, you can configure how the chart is built.

Title​

Enter a clear title for the chart.

Subtitle​

Optionally add a subtitle.

Chart Type​

Select the desired chart type.

Zoom Cluster​

Link multiple charts together so they zoom in and out simultaneously.

Width and Height​

Set the size of the chart within the dashboard.

Filters​

Choose which Dataset and filters are used for the chart.

Drill-Down Levels​

Use Drill-Down Levels to create interactive charts that allow users to explore data in increasing detail.

For each drill-down level, you can configure:

  • X-axis

  • Series

  • Chart Type

  • Title

  • Subtitle

For example, you can first display figures by Mapping Group and then drill down to Cost Centers.

Additional settings are available through Advanced Options.

At the bottom of the window, you can configure the following options:

  • Open transaction details automatically at the lowest drill-down level.

  • Add an additional data series with its own chart type and filters.

Click Update Chart to apply the changes.

The Column Selection Tab

Use Column Selection to define which data is used in the charts.

You can configure:

  • Dataset

  • Fiscal Year

  • Display

  • Additional Datasets

  • Cumulative Display

  • Column Header

The functionality is the same as the Column Selection menu in a standard report.

The Data Tab

Use the Data tab to define which data is displayed in the Chartview.

Available Functions

  • Refresh: Reloads the data.

  • Reset: Restores the default settings.

  • Dimension: Select a dimension, such as a Cost Center or Project.

  • Periods: Select the reporting periods to display.

  • Cost Center: Filter the data by one or more Cost Centers.

Building a Dashboard

After adding charts and text items, you can arrange the dashboard to suit your needs.

Charts and text items can be moved and resized to create a clear and well-organized dashboard.

Drilling Down in a Chartview​

A Chartview can contain multiple drill-down levels.

This allows users to navigate from a high-level overview to increasingly detailed information.

For example:

  • Level 1: Mapping Group by period.

  • Level 2: Cost Center by period.

Filters can also be applied to further refine the displayed data.

Working with Chartviews

Chartviews are designed to present financial data in a visual and interactive way. By combining charts, text items, and drill-down levels, you can create dashboards that enable users to perform analyses quickly and navigate effortlessly to the underlying data.

Tip

Select an appropriate Board Size before you start designing your dashboard. This ensures there is enough space for charts and text items, helping you avoid having to rearrange the dashboard later.

You can also personalize the colors used by all Chartviews throughout the application via Personalize, available under your username.