Chart Modifications
Every new file created in Magnifi will be assigned a default workspace. This will include various charts that may need to be modified to suit the client.
You can locate the charts under the "Reports" icon in Zoho, however we find that it's easier to access the chart from within the dashboard. You can do this by hovering over the top right hand corner of the chart and click the icon called "Open in new tab". Once the chart is open you click on "Edit Design" to commence the modifications.
How to add/remove fields?
You can add/remove data from the chart by either removing the value from the Y-axis or applying filters.
For example, if you want to remove "Last Year" values yo can click on the "x" on the Y-Axis;
Or, click on filters to include/exclude specific account balances or account types. For example, if the chart is based on the Accounts table and you only want to include overhead expenses;
How to change chart type?
Click on the chart icon to select the desired chart;
If you have a combo chart (eg lines and bars), click on the settings icon (next to the chart) and go to "Combination";
How to make general customisations including colours, titles, etc?
Click on the settings icon (wheel next to the chart) for a broad range of customisations including;
- Chart title and description. If you want the description to appear on the chart within the dashboard, you need to specify this when editing the dashboard. Click on the 3 dots in the top right hand corner of the chart;
ii. Change X-axis or Y-axis label and format number;
iii. Change legend filters and colours;
iv. Add an average line;
How to apply chart filters?
A filter can be applied to a chart to specifically include/exclude data values.
For example, the following "Income Trend" chart includes ALL actual values from the accounts table if there was no filter applied;
However, we only want to include the income values, so a filter has been applied to specifically include Income values only;
Further, we only want the "operating" income accounts showing so we've specifically excluded "Other Income";
Another option could have applied a filter to the "Account Name" and only selected the relevant income accounts. However, by selecting this option, any new operating income accounts will not be included in the chart.
How to apply a User Filter to a specific chart?
To apply a user filter to a chart, click on "User Filters" and drag the relevant field from left to right (in this case "Month").
You can then edit the filter by clicking on the icon that appears when you hover over the filter. We would generally use "Relative Period" and select the periods that we want to include within the filter. You can specify the default period by typing it in the default box below.
You could also apply filters to account types or specific balances. Eg, you may use the Accounts table to produce a chart showing the total overhead expenses with a user filter to show the results by overhead expense type (eg Labour, Administration, Occupancy etc)
How to apply a User Filter to a dashboard?
You can apply a filter to all charts within a dashboard. Click on the Dashboard and then "Edit Design" and there is an option at the top to "Add User Filter".
The difference between the chart filter and the dashboard filter is that you can specify the default value for the date by apply the "star" to the relevant value;
Advanced Features for Chart Modifications
For more support with chart modifications, you can visit the Zoho Help centre including;