You can choose from a range of pie charts in the content library. Pie charts are useful for the analysis of a composition of accounts, such as key expense or revenue accounts. Pie charts can be customised to include any metric.
Add a pie chart by clicking the '+' button in the Report Editor. From the content library, choose from a range of available pie charts.
Customising a pie chart
Once you've added a pie 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 segments in the chart, the date range under analysis, and whether the chart is presented in pie or donut format. You can also customise the colour of each segment in the chart.
What's the difference between a pie chart and a donut chart?
Donut charts and pie charts are similar, except that in addition to slice size and colour, pie charts in include angles that can be evaluated to make more sense of the data. Both charts are typically used for the comparison of a part, to the whole.
Adding new segments
Under 'Segments', choose the 'add a segment' option to add a new segment to the chart. A segment can be; any KPI, any item from the summary P&L or Balance Sheet, or any item from the Chart of Accounts. You can have a maximum of 20 segments per pie chart.
You can also change an existing segment clicking on it and selecting a new segment.
If this company has divisions imported, you can choose to filter a segment by division. This can be useful for comparing expenses or revenue across departments, locations, or any divisions in your business.
You can choose whether or not to include a legend in the chart, or show the white space between each segment.
Resizing a pie chart
You can increase the size of a chart by hovering over it, and choosing a larger width.