You can choose from a range of trend charts in the content library. Trend charts are useful for tracking business performance over time, and enable the comparison of any financial KPI, custom KPI or item from the financial statements.
There are three types of trend charts you can choose from:
- Line graphs
- Bar graphs
- Area charts / graphs
Add a trend chart by clicking the '+' button in the Report Editor. From the content library, choose from a range of available trend charts.
Customising a trend chart
After adding a trend chart, it can be easily customised. Hover over the chart and click 'Edit' to bring up the properties panel.
From the properties panel, you can customise the charts title, the series included in the chart, the frequency of results, and the date range. You can also customise other settings relating to the visual presentation of the chart such as colours line styles, and fills.
Adding a series to your chart
You can add a maximum of six series to your chart. Depending on the purpose of your chart, there are two options to choose from when adding a new metric to your chart.
You can choose to add any of the following as a series; any KPI, any item from the Summary Profit & Loss and Balance Sheet, or any account from the source Chart of Accounts.
You can add a comparative series by selecting 'Show a comparative'. This is useful for comparing 'actual' against 'target'. It is only possible to show comparatives for series which have been included in the chart.
Showing projections or budgets
To show future periods (budgeted or forecasted using a rolling average), you can select a custom rate range in the properties panel. This will give you full control over the periods that are included in the trend chart.
You can highlight the current period, trim periods without results, and choose to show or hide the legend on the chart.
Combining multiple chart types
In addition, you can 'combine' two types of charts to create unique visualisations. For example, you may wish to use both a line and bar graph in the one chart. Click the 'line' icon next to a series to change its type. You can combine all three charts types within one chart.