Creating a chart block
Chart types
The quick picker row shows Line, Column, Stacked column, Combo, Value, and More. The full picker includes the chart types below.Line
Use a line chart for trends over time.Column
Use a column chart for period-by-period values.Stacked column
Use a stacked column chart to show how multiple drivers contribute to a total.100% stacked column
Use a 100% stacked column chart to compare percentage mix over time.Area
Use an area chart for trend magnitude when the filled area helps the story.Stacked area
Use a stacked area chart for cumulative trends with multiple contributors.100% stacked area
Use a 100% stacked area chart to show changing percentage mix over time.Combo
Use a combo chart when different drivers need different visual treatments in one chart.Value
Use a Value chart for a compact selected-period KPI.Pie
Use a pie chart for a simple composition at one point in time.Donut
Use a donut chart for a compact composition chart.Nightingale
Use a Nightingale chart for radial comparisons where category magnitude matters.Waterfall
Use a waterfall chart to explain how a starting value moves to an ending value.
General chart customizations
Combine charts
By default, each driver is displayed separately. Combine multiple drivers into a single chart when a consolidated view is easier to read.
Chart size
You can choose from three chart block sizes: Small, Medium, and Large.- Small works well for compact Value charts.
- Large works well for detailed charts such as combo or stacked column charts.
Data labels
Turn on Data labels when labels should always be visible instead of appearing only on hover. You can adjust font size, weight, and color under Advanced settings > Label settings.
Legend
The legend is hidden by default. You can show it on the right, left, top, or bottom of the chart. The legend is interactive, so clicking a driver toggles its visibility.
Driver-level customizations
Click Customize chart and scroll to the driver list to customize each driver.- Change driver color: Use a default color or choose a custom color.
- Reuse custom colors: Your 10 most recent custom colors are available across charts.
- Switch the driver’s axis: Move a driver from the left Y-axis to the right Y-axis.
- Change the driver’s chart type: Changing an individual driver type turns the chart into a combo chart.
- Add or remove drivers: Use search to add drivers, or use a driver’s menu to remove it or open it in details.
Waterfall charts use different per-driver customizations because they explain movement from a beginning value to an ending value.
Axis settings
In Advanced settings > Axis settings, you can:- Move the X-axis from bottom to top.
- Show or hide a solid line for each axis.
- Show or hide axis ticks.
- Add a title to each axis.
Date range
Every block on a page inherits the page-level date range by default. Override the date range at the chart level when a specific chart needs a different window.
Rollups
You can add quarterly and annual rollups to time series charts.
Rollup values appear alongside monthly data so you can see trends at different time granularities.
Rollups work on time series charts such as line, column, area, and combo charts. They are not available for non-time series chart types like Value or Waterfall.
Waterfall chart customizations
Waterfall charts show how a key metric moves from a starting value to an ending value by breaking out positive and negative contributions.- By default, the waterfall chart respects the sign of each driver. To flip an expense or another driver where lower is better, enable Lower is better.
- To pull the leftmost column from the end of the previous period, enable Use as beginning value for that driver.
- Floating bars represent how other drivers affect the starting value across the selected time range.
- Waterfall charts include settings for Totals, Omit zeros, and colors for positive, negative, and total values.
Scenario comparison on charts
Line and column charts can compare the same drivers across scenarios.
Exporting charts
You can export a chart block in two ways:- Use the block menu and select Export to CSV to export the data.
- Right-click the chart and select Download to download the chart image.
Charts FAQ
Can I view chart data by quarters or years instead of just months?
Can I view chart data by quarters or years instead of just months?
Yes. Add quarterly and annual rollups to time series charts from Customize chart > Rollups.
Can Waterfall charts break the selected range into quarters?
Can Waterfall charts break the selected range into quarters?
Waterfall charts display the selected time range as a single period. To compare quarters or years, create separate waterfall charts for each period.