Chart Customisation

How to alter the appearance of Charts

Chart Settings

Screenshot of a chart, showing the expanded chart settings area which contains various controls
The Chart settings area

Each chart has an expandable Chart settings area in which four types of changes can be made:

  1. Chart type

  2. Labels

  3. Time

  4. Fix Series Axis

  5. Data shown

Below, we go through each of these in turn

Chart type

Example Chart types

Chart type can be changed by simply selecting a new option from the Chart Type dropdown, as shown above.

Labels

Example Label positioning

Labels can be added to Charts using the Labels dropdown, as shown above. Available Label options depends on the Chart type.

Time

Charts aggregated over different Time Periods

You can aggregate your charts over different time periods using the Time dropdown, as shown above.

Fix Series Axis

If "Fix Series Axis" is selected, the dimensions of the series axis (usually y-axis) will be set such that all scenarios/sensitivities can be shown on the chart without changing the axis. This gives a more visual experience when switching between scenarios.

If you want to look at an individual scenario in more detail, unselect "Fix Series Axis" and the series axis will then adjust to the best scale for just the selected scenario.

Data Shown (Categories, Series and Filters)

A Models Chart can only show two dimensions at any given time. Usually one of the dimensions shown is Time, typically on the X-axis, meaning that the "series" of the Chart can only vary by one other dimension. This might be a Dimension of the Variable (or Assumptions), but it could also be the Scenarios or Sensitivities of the Model. Any dimensions that are not chosen as Chart categories or series, must be specified as a filter.

In the example below, the Variable has two Dimensions: Region (North, South), and Membership tier (Basic, Premium, Platinum). There are also two Scenarios and three Sensitivities in the Model. Here, Time has been chosen as the Chart's categories, and Region as the series (Chart axes). This means that only one combination of Membership tier, Sensitivities and Scenarios can be shown at a time (Chart filters). These are set to Basic, Base, and Base respectively (Filter values), but can be changed by the filter value dropdowns.

Chart controls for choosing which data to display

In the below example, we want to see information about the same Variable, but across both of its Dimensions, Region and Membership tier. This means we cannot keep Time as a dimension of the Chart; instead we use Region for categories, and Membership tier for series. This automatically makes Time a filter for our Chart, and we need to choose a specific date to show data for: in this case, we choose the last date of the Model, March 2028. Now we can see the difference between revenues across both region and membership tier simultaneously, at a given point in time.

Example of non-time-based Chart

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