Chart Settings - Setup Tab

Access this feature while running reports using Reports>{Any applicable report}> Chart Settings.

Use this form to generate custom line, bar, column, or pie charts from reports by using your actual data. These charts are easy to set up and offer many options to choose from, such as color, rounding, and highlighting.

 

Chart Name: Enter a name for the chart or select one from the drop-down list. This name is associated with the chart settings and does not display on the chart. We recommend limiting your chart name to strictly alphabetic (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.

Chart Type: Select a chart type from the drop-down list. You can choose from line chart, 2D and 3D bar charts, 2D and 3D column charts, and 2D and 3D pie charts.

Chart Title: Enter a title for the chart. This appears as the heading on the chart.

Labels

• Category: Enter an axis label to display on the chart.
• Value: Enter an axis label to display on the chart.

The following table shows where the system displays the Category and Value Labels based on the Chart Type selected:

Chart Type	Category	Value
Line	Bottom	Left
Column 2D	Bottom	Left
Column 3D	Bottom	Left
Bar 2D	Left	Bottom
Bar 3D	Left	Bottom
Pie 2D	N/A	N/A
Pie 3D	N/A	N/A

• Category Names: Select this check box to display the G/L Account titles on the chart. This applies to bar, column, and line charts only. If the box is not selected, you can still mouse over the chart to view the label information, also called Tool Tips.
• Switch Legend/Categories: Select this check box to group the displayed data by report columns or clear to display by G/L Account titles.
• Orientation: Enter a number between 0 and 360 degrees, indicating the angle of the placement for the category labels on the chart. This is available when the Category Names check box is selected.

Options

• Rounding: Select Whole Numbers, Thousands, or Millions from the drop-down list. The system rounds the amounts according to your selection.
• Highlight Slice #, Line #, Bar #, Column #: Enter the number of the Category Name you want to emphasize on the chart. The number corresponds to the order in which the Category Names are displayed. Before viewing your chart, it is not intuitive what category corresponds to what Slice #, Line #, Bar #, or Column #. Usually, you may want to leave this value at 0 until you are satisfied with the chart you have created.

Note: When using Highlight, pie charts display a wedge separated from the overall pie, line charts display larger plots on the chart, and bar and column charts are outlined in Red. Consequently, the Chart Color red is not recommended for line, bar, or column charts when highlighting is utilized.

• Show: Select a show type from the drop-down list to reduce the displayed results, showing only the most significant data. Options include All Results, Only Top Result, and Top 2 Results through Top 10 Results.
• Show Legend: Select this check box to display the chart legend.
• Show Slice Values, Line Values, Bar Values, Column Values: Select this check box to display numeric values on the chart.
• Combine Remainder as "Other": This check box is available if you select any result other than Show: All Results. The system groups all remaining results into the category of "Other" and displays it on the chart.
• Disable Tool Tips: Select this check box to disable the label information that displays when you mouse over it.

Financial Statement Options

• Statement Level: Select a statement level title from the drop-down list to display in the format or outline. Choose from No Level Titles, displaying basic title information, or Levels (1 – 3), which details more title information. The title information was created when you set up the format (Reports>Financial Statements>Create Statement Formats>Create Outline tab). This option is only available with Financial Statement reports.
• Format: Select a report format to use in the chart if utilizing statement level titles.