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How to format a chart widget
How to format a chart widget

Configure all your chart settings

Updated over a week ago

Once you've added your data to a chart when building a widget, you can customise further each data item from the Axes and Branding tabs.

πŸ“ŽNOTE: For a vertical style chart the options will be for the Y-axis, or X-axis if looking at a horizontal style chart.


Data includes

If the data selected includes sub categories, you can use the option "Data includes" to narrow down your selection to specific Categories, Groups, Accounts or Predictions.

Configuring Axis 2 in a report widget builder.


Default settings

Under the Default settings for each axis, you can set the following:

  • Unit: You can display the data as numbers, currencies or percentage

  • Rounding: You can set the number format

  • Auto scaling

When applying settings for the second axis, you can also use a different chart style to display as a separate layer.

πŸ“ŒTIP: To move something from axis 1 to axis 2, you need to delete it, and then re-add it.


Branding

From the Branding tab, you can:

  • Customise the chart colours for each data item

  • Show lines with no value

  • Show labels

  • Show the separator between actuals and forecast data

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