Field descriptions: Financial graphs

Required to preview or save the graph. However, you can change the name of the graph after saving.

The graph name appears on the Graphs list only, not on the graph itself.

Active graphs appear in the Graphs list and can be viewed or added to a dashboard. Select Inactive to hide a graph. To see the inactive graphs later, select the Include inactive checkbox in the Graphs list.

Data series dropdown menu

Use the first dropdown menu to select the type of data series. The options for both series are the same, except that Compare data series can be set to None.

Learn about the options for data series.

If you select Account groups, Reporting periods, or Budget comparison, selection boxes appear for you to select what you want to include in the graph.

Example: Suppose that you want to show revenue and expenses. To do this, select "Account groups" from the dropdown menu, then move your revenue and expenses account groups from Available to Selected.

Trend comparison

Select to display the options for period comparison. Available only if the data series is set to Reporting periods.

Reporting period and Compare by

When you select the Trend comparison checkbox, the Available and Selected boxes change to a dropdown menu.

From the dropdown menu, choose a reporting period to use as the basis for a comparison. Options include:

• Current Year, Current Quarter, or Current Month
• Current Year To Date, Current Quarter To Date, or Current Month To Date
• This Week
• Today

Expands the selected reporting period into smaller segments, such as expanding Current Year into four quarters.

Not available for partial "To Date" reporting periods, such as "Current Year To Date."

Shows a trend (future or past) from the selected reporting period.

• Prior periods: select a negative number
• Future periods: select a positive number

Example: To compare data over the past 6 months, choose Current Month as the reporting period and show a trend for -5 periods.

Title, Subtitle, and Title comment

Apply only to PDF output.

Graph data is affected by the combination of reporting period and As of date. For example, Current Year with an As of date of 10/12/15 is the Year ending 12/31/15,

• In most cases, you'll want to leave the date blank to automatically use the current date, at the time the graph is displayed.

• You can then override the date when the report is displayed view the same graph data at different time periods.

Applies if multiple reporting books are enabled for your company.

• Accrual vs. cash: If you have dual-method Accrual and cash accounting enabled in General Ledger Setup, you can choose whether to use accrual or cash data for the graph.
• Other adjustment books: If you have compliance, tax, or user-defined books, you can include data from those books as well. Select Multiple books, and then select Reporting books.

The default is No Rounding, which displays all amounts to the penny. Alternatively, you can simplify the numbers by choosing Whole number, Thousands, or Millions, which rounds all amounts to the nearest unit.

Applies to graphs that include reporting periods as a data series. When displaying reporting periods, includes the period interval in the name as in Month ending 03/31/16 rather than just 03/31/16.

Removes data points that have no value, such as a column or pie chart segment that has a R0.00 balance.

For example, suppose that you want to compare Project Profitability for the previous quarter, but you have a lot of projects. With Hide zero numbers, the graph includes only projects that had a profit (either positive or negative) during the reporting period.

Applies to graphs when the primary data series is Account groups and all the groups use the same currency or unit of measurement (UOM). Shows or hides the currency symbol or UOM on the graph. This option is selected by default.

For example, for GL account groups, show the currency symbol on the graph, or for computational account groups, the UOM is shown.

For statistical account groups and categories, deselect this option to show no currency.

By default, graphs show data for all dimension members. For example, a revenue graph would show revenue from all locations, customers, and projects.

• All members (such as All Locations): The default.
• Specific member or group (such as Specific location or location group): Lets you filter for a specific dimension member or a dimension group that represents multiple members. For example, you might filter for a Location group that contains all your US locations.
• Type (such as Customer Type): Lets you filter for dimension members of a specific type. Applies only to dimensions that include "type" as an option: Customer, Supplier, Project, and Employee.
• By product line (for Items): If you categorize items by product line, lets you filter for a particular product line.

Displays the filter when the graph is viewed(General Ledger > All >Core > Financial graphs > View graph), so filtering can be changed on-the-fly.

Includes data from subdimensions, such as child locations or child customers.

Deselect this checkbox if you don't want to include children of the dimension. For example, if you are graphing revenue by customer and some customers have subsidiaries that you are tracking as child customers, you might want to deselect the Include subdimensions checkbox so that revenue calculations aren't skewed by the subsidiaries.