On your dashboard, find the “Add chart” button below. On the right hand side, configure your chart: set a Title, Type (Line, Bar, Stacked), Horizontal axis. For Vertical axis, you can select to set a custom Axis or Stack Bar charts. Below in Series 1, select a Title and select the metric(s) you would like to display. In the second dropdown you will find all classes from the P&L, Balance sheet, Cash flow statement and KPIs listed below each other. You can set the chart to be Per period, Cumulative or YTD in the third dropdown. The forth dropdown is to configure an Actual or a Forecast scenario. The final dropdown can offset the numbers up to two years. You have the option to Invert numbers and to apply IC Eliminations and Adjustments. Add a new series by pressing the plus “+” button below.

Make sure to press the “Save” button when you are done. Be aware which Entities are selected (filter top left). You will be sent back to the dashboard and you can reposition and resize the chart to your liking. Mind that sometimes the new chart can land on top of another. In that case, just move it to the side. You can always go back to the dashboard by the “Back to dashboard” button, yet know changes will not be persisted.

To make changes to an existing chart press the arrow in the top right corner. You will first be sent to the Chart details overview where you can start discussions on datapoints. Find the “Edit chart” button top right. You will be sent to the same configuration page as in creation. Don’t forget to press “Save” after making changes. Here you can also find the garbage bin icon to delete a chart.

For tiles, this works similarly, however without the details page. Find the gear icon top right and make changes to the configuration. Don’t forget to press “Save”. Deletion also happens through the garbage bin icon.

Find the arrow in the top right corner of a chart to go to the Chart details. This will allow you to see the chart expanded and inspect individual datapoints. Click on a single data point to open the side panel. On your right hand side, you can see the value, find underlying data (”drill-down”), add a Description and start a Discussion.

In Chart details, press the blue area in the side panel on your right hand side, with the magnifying glass. This will explore the value of the datapoint on the granularity of the Mapping and break down to individual GLAs. Use the calendar top right to update the timeframe to your liking.

After the first drill-down to GLAs, it is possible to go a level deeper by selecting one of the cells displaying the value of the GLA in a certain period. Press the value, and you will drill-down to the granularity of the GLA and see individual booking entries. Press an entry on your left hand side, to open a side panel on the right hand side with more details. In this side panel, it is also possible to download attachments (eg. invoices), when available. Use the search bar to find individual entries. Use the calendar top right to update the timeframe to your liking.

In Chart details, add a Description in the side panel on your right hand side. This field will persist (you don’t have to save) and will be available to everyone to describe what happened in this data point. The description will be available on your chart when you hover over the data point. These descriptions are on the data point level, and therefore also available through Tables.

In Chart details, start a Discussion by using the comment field in the side panel bottom right. Start typing your message and mention team members using the “@” sign. Press save to store your message. These discussions are on the data point level, and therefore also available through Tables.