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Glossary

Displaying and Configuring Charts

Overview

Values of items and accounts from ledgers and schedules can be visualized in Charts as column, bar, pie or line charts. To visualize comparisons, the values of multiple items or accounts can be displayed in a chart at the same time.

Alternatively, you can find the information in the following video:

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The video also offer Spanish subtitles. To enable Spanish subtitles, click the CC button in the bottom-right corner, then use the gear icon (Settings) to select Español.

Opening Chart

Charts can be opened from the context menu for items and accounts in the side panel or as a pop-up window:

The screenshot 'Opening a chart via the context menu' is displayed.
Opening a chart via the context menu

For comparisons, several items or accounts can be included in a chart at the same time. To display two or more accounts or items in a chart, you must select these accounts or items while holding down the CTRL button:

The screenshot 'Opening a chart with values for two items' is displayed.
Opening a chart for two items

The chart is then displayed as follows:

Screenshot: Displaying fixed assets and current assets as a chart
Displaying fixed assets and current assets as a chart

Configuring Charts

The toolbar of a chart is displayed as follows, for example:

Screenshot: Toolbar of a chart
Toolbar of a chart

The following options are available in the toolbar of a chart:

Display/hide values

Shows or hides the values of bars, columns, pie segments, or lines

Changes the position of the chart

Opens the operating system's print dialog from where the chart can be printed

Download (download symbol)

Downloads the chart in PNG format

More options (three dots icon)

The following additional options are available per chart:

  • Settings: Choice of chart type (e.g. column, bar, pie, line)

  • Data: Show or hide data for an item or account from the chart

  • Format: Chart type-specific settings for the chart layout. For example, in a bar chart the following elements can be configured:

    • Title
    • Padding
    • Background
    • Labels
    • Shadow
    • Navigator

Last updated on Aug 16, 2023

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Displaying and Configuring ChartsOverviewOpening ChartConfiguring Charts
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