Use the Builder to create custom charts and tables instead of using pre-built widgets.
You can create:
Bar charts
Line charts
Pie charts
Tables
Scorecards
Add a widget
Choose the widget type you want to use and add it to the report. You can reposition and resize the widget as required.
Add a title
Add a title and subtitle to help identify the widget.
📎NOTE: Empty title and subtitles don't appear when you export the report.
Select datasets
Choose the dataset you want to report on. Available datasets include:
Actual data
Prior year actuals
Forecasts
You can select one or multiple datasets.
📌TIP: Use multiple datasets to compare data.
Select a date range
Choose the date range for the widget. You can also include previous or future periods relative to the selected date range.
Select your data
Choose the data you want to display in the widget. You can:
Select existing data
Create a custom formula
Available data sources include:
📌TIP: Use extra axes or columns to compare different data types.
Create a custom formula
Create formulas to calculate and display custom values in the widget.
Customise the widget
You can customise:
Data order
Colours
Formatting
Axis settings
Labels
Rounding
Available options vary depending on the widget type.
📎NOTE: Widget changes update automatically in the report.
Next steps
After creating the widget, you can further customise the report: