Configure chart and table widgets

Use chart and table widgets to present Analytics data in a Custom Dashboard. Available settings depend on the selected visualization.

Choose a visualization

Select the visualization that best matches the information you want to present. Supported options can include data tables, pivot tables, metric views, and chart visualizations.

Use tables when users need detailed values. Use charts when trends, comparisons, or changes over time are more important.

Visualization panel

The Visualization panel controls how results are displayed.

The default view is usually Data Table. Data tables are useful when users need detailed rows, column-level analysis, and clear financial review outputs.

Depending on the custom dashboard item and available configuration, users may also build other visual views.

The Visualization panel includes drop zones such as:

• Values (X & Y axis)

• Break down by

• Sort Order

• Prioritize by

Drag fields into these areas to define what the report displays, how the results are grouped or ordered, and which dimension values are prioritized.

Drag fields into these areas to define what the report displays and how the output is ordered.

Prioritize values in a chart

Use Prioritize by to focus a chart on the most relevant values from a dimension. You can automatically prioritize the top values or select specific values to display.

You can also combine the remaining values into a single category to keep charts with many dimension values easier to review.

Configure Prioritize by

To prioritize values:

1. Configure the required fields for your chart.

2. Drag the dimension you want to prioritize into Prioritize by.

   

3. Expand the field under Prioritize by.

4. Choose Top N or Select value.

   

5. Configure the values you want to prioritize.

6. Choose whether to include the remaining values.

7. Run the report and review the results.

Prioritize the top values

Select Top N to let Yarken prioritize the highest values based on the chart data.

Under Show top, select the number of values you want to display individually.

For example, when Cost Pool is added to Prioritize by, you can configure the chart to display the top cost pools individually.

Prioritize specific values

Select Select value when you want to choose which dimension values appear individually.

Under Values, select the values you want to prioritize.

Use this option when you already know which categories are important to your analysis instead of using a Top N calculation.

Group the remaining values

Turn on Include remaining to combine values outside the prioritized selection into a single category.

Use Remaining label to customize the name of the grouped category.

For example, you can display the highest cost pools individually and group all remaining cost pools under Others.

Turn off Include remaining when you do not want the remaining values included in the chart.

Configure a chart or table

1. Open the Custom Dashboard and select Edit.

2. Add or select the required Analytics widget.

3. Select the Analytics cube and fields required for the report.

4. Choose the visualization.

5. Configure values, dimensions, sorting, and filters as required.

6. Open the widget settings to configure the display options available for the selected visualization.

7. Review the widget and finish editing the dashboard.

Show all months in a Column Chart

Use Show All Months to display the complete month sequence on the X Axis of a Column Chart, even when the selected filters return data for only some months. This is useful when comparing Spend, Budget, and Forecast across a reporting period.

Configure Show All Months

1. Open the required Custom Dashboard and select Edit.

2. Add a new Analytics widget or select an existing widget.

3. Under Analytics Cube, select the required data cube.

4. Under Chart Type, select Column Chart.

5. Under X Axis, add the Month field.

6. Expand the Month field to display its configuration options.

7. Enable Show All Months to display the complete month sequence. Disable it to show only months in the current filter or query results.

   

8. Under Y Axis, add the required measures, such as Spend, Budget, and Forecast. Apply the relevant filters.

9. Review the chart and save your dashboard changes.

Understand Show All Months

Example: Compare Spend, Budget, and Forecast

Suppose Month is on the X Axis, Spend, Budget, and Forecast are on the Y Axis, and the Month filter includes only April and May.

With Show All Months enabled, the complete month sequence appears on the X Axis, but only April and May have bars for the returned values. With the option disabled, only April and May appear.

Show All Months controls which months appear on the X Axis. It does not change the underlying data or override dashboard-level or widget-level filters.

Configure Z-Score upper and lower bounds on Line chart

Use Z-Score Upper and Lower Bounds on a line chart to compare current values with a statistical range calculated from historical data.

Yarken uses historical values before the current chart period to calculate three reference lines:

Values above the upper threshold or below the lower threshold indicate unusual movement compared with the historical lookback data.

Before you begin

Before configuring Z-Score bounds:

• Select Line Chart as the visualization.

• Use a date or month field for the chart axis.

• Add the measure you want to analyze to Value.

• Apply a time filter that defines the start of the visible chart period.

• Make sure at least 6 valid historical data points are available before the visible period.

For a date-based axis, use a date range or after-date filter. For a month-based axis, apply a year filter. You can also apply a month filter.

If these requirements are not met, the chart continues to display, but Yarken does not draw the Z-Score bounds.

Add Z-Score bounds to a line chart

To configure Z-Score bounds:

1. Open the required Custom Dashboard.

2. Select Edit.

3. Add a new Analytics widget or select an existing widget.

4. Select Line Chart as the visualization.

5. Add a date or month field to the chart axis.

6. Add the measure you want to analyze to Value.

   

7. Apply the required time filter.

   

8. Open the widget settings.

9. Expand Z-Score Upper / Lower Bound.

10. Turn on Show Upper and Lower Bound.

11. If needed, configure Z-Score Threshold and Lookback Data Points.

12. Review the baseline and thresholds on the chart.

    

13. Finish editing and save the dashboard.

When you turn on Show Upper and Lower Bound, the Z-Score Threshold and Lookback Data Points settings become available.

Configure the Z-Score threshold

Z-Score Threshold controls the distance between the historical mean and the upper and lower thresholds.

The default value is 2.5.

A higher value creates a wider range, so fewer values fall outside the thresholds. A lower value creates a narrower range, so more values may fall outside the thresholds.

If the value is blank or invalid, Yarken uses the default value of 2.5.

Configure the lookback data

Lookback Data Points determines how many valid historical values Yarken uses to calculate the baseline and thresholds.

Yarken uses historical values immediately before the visible chart period.

If you enter fewer than 6 data points, Yarken resets Lookback Data Points to the default value of 12.

Interpret Z-Score bounds

Use the baseline and thresholds to identify values that differ from the historical range.

Use the chart tooltip to compare the actual value, Baseline (Mean), Upper Threshold, and Lower Threshold for the same point.

Switch grouping dimensions in supported widgets

Use Dimension Switcher in Custom Dashboards to change how a widget groups its data without creating separate widgets for each dimension. Dimension Switcher is supported for Proportional Bar and Data Table widgets only.

For example, a Spend widget can let viewers switch between Cost Pool, Tower, and Sub Cost Pool while continuing to display the same Spend measure.

Configure Dimension Switcher

1. Open the required Custom Dashboard and select Edit.

2. Add a new Analytics widget or select an existing widget.

3. Select Proportional Bar or Data Table as the Chart Type.

4. In the widget's field configuration, add the required measure, such as Spend, under Value.

5. Under Dimension Switcher, select Add a field and add the grouping dimensions users can switch between. You can configure up to four dimensions.

   

6. Open Customize Widget > Appearance.

7. Turn on Dimension Switcher to display the selector on the widget.

8. Review the widget and save your dashboard changes.

Switch dimensions in a dashboard

When Dimension Switcher is enabled, the configured dimensions appear as selectable options on the widget. The first configured dimension is used by default.

1. Open the Custom Dashboard and locate the supported widget.

2. Select the required dimension from the options displayed on the widget.

3. Review the refreshed widget, which now groups the measure by the selected dimension.

• One active dimension: Only one grouping dimension is active at a time.

• Widget title: Changing the dimension does not change the title configured by the dashboard designer.

Show or hide Dimension Switcher

1. Edit the required Proportional Bar or Data Table widget.

2. Open Customize Widget > Appearance.

3. Turn Dimension Switcher on to show the selector, or off to hide it.

   

4. Save your dashboard changes.

Show or hide the Expenses Bar

For Proportional Bar widgets, Appearance > Expenses Bar controls the expenses bar displayed at the top of the visualization.

1. Edit the required Proportional Bar widget.

2. Open Customize Widget > Appearance.

3. Turn Expenses Bar on to show the bar, or off to hide it.

   

4. Review the visualization and save your changes.

Configure Data Table pagination

Data Table widgets support server-side and client-side pagination. Choose the pagination option based on the size of the dataset and how you want Yarken to load the table data.

To configure pagination:

1. Open the required Custom Dashboard.

2. Select Edit.

3. Select the Data Table widget you want to configure.

4. Open the widget settings.

5. Expand Pagination.

   

6. Configure Enable Server Side Pagination:

   • Turn it on to use server-side pagination.

   • Turn it off to use client-side pagination.

7. Review the table and finish editing the dashboard.

Server-side pagination

When Enable Server Side Pagination is turned on, Yarken retrieves the table data in pages. This helps prevent the complete dataset from being loaded into the browser at once and is recommended for large datasets.

Client-side pagination

When Enable Server Side Pagination is turned off, Yarken loads the table data into the browser and handles pagination locally.

Understand Grand Total

Under Grand Totals, select Show grand totals to display a Grand Total across the complete dataset. The total is not limited to the records displayed on the current page.

For example, if a Data Table contains several pages of records, Grand Total includes values from all pages.

Select Do not show grand totals when you do not want to display the Grand Total row.

A local table filter does not run another server query. The existing Grand Total would therefore continue to represent the complete dataset rather than only the filtered rows. To prevent a misleading total, Yarken hides Grand Total while a local table filter is active.

Customize Data Table and Pivot Table layouts

Use Layout Settings to customize the appearance of Data Table and Pivot Table widgets in Custom Dashboards. Adjust borders, row height, and cell spacing to suit your reporting needs. Data Table widgets also let you control the visibility of grouping and side panels.

Configure table layout settings

To customize a table's layout:

1. Open the required Custom Dashboard and select Edit.

2. Add a new Analytics widget or select an existing widget.

3. Under Chart Type, select Data Table or Pivot Table.

4. Open Customize Widget.

5. Expand Layout Settings.

   

6. Configure Borders, Row Height, and Padding Size. For a Data Table, you can also configure Grid Panels.

7. Review the table appearance and save your dashboard changes.

Configure Borders

Use Borders to control how row and column boundaries appear in the table. The following styles are available for both Data Table and Pivot Table widgets.

Configure Row Height

Use Row Height to control the vertical space allocated to table rows.

• Small — Displays a compact row layout.

• Medium — Provides moderate row spacing.

• Large — Provides taller rows with more space.

Choose a smaller row height when you need to display more records in the available widget space.

Configure Padding Size

Use Padding Size to adjust the space between the content and the edges of each table cell.

• Small — Uses minimal spacing within cells.

• Medium — Provides moderate spacing within cells.

• Large — Uses more space within cells.

Adjust Padding Size with Row Height to control the overall table density and readability.

Configure Grid Panels

Grid Panels controls which table panels appear in a Data Table widget. This setting is not available for Pivot Table widgets.

Choose a layout that keeps the required table controls visible without adding unnecessary interface elements.

Layout settings for Pivot Tables

Pivot Table widgets support Borders, Row Height, and Padding Size under Customize Widget > Layout Settings. Their available border styles and size options are described above. Grid Panels applies only to Data Table widgets.

Recommended practices for Layout Settings

• Use consistent border styles across related table widgets.

• Use Small Row Height and Padding Size to fit more rows into a compact dashboard.

• Use larger row height or padding when readability is more important than density.

• Keep grouping and side panels visible when viewers need to explore table data.

• Hide unnecessary panels to create a cleaner reporting view.

Work with published Contracts in a Data Table

Use a Data Table in Custom Dashboards to display Contract information and access published Contracts directly from the dashboard. You can apply optional filters to focus on specific Contracts or Vendors.

• Ask — Ask questions about a published Contract using Yarken AI.

• View — Open and review the published Contract.

• Download — Download the Contract file.

Configure a Contract Data Table

1. Open the required Custom Dashboard and select Edit.

2. Add a new Analytics widget or select an existing widget.

3. Under Analytics Cube, select a cube that includes the required Contract fields, such as Expenses.

4. Under Chart Type, select Data Table.

5. Under Values, add the Contract-related fields you want to display, such as Vendor Name and Contract Amount (Sum).

6. To enable Contract actions, also add these three required fields under Values:

   • Contract Number

   • Is Published

   • Extraction Contract Id

     

7. (Optional) Configure dashboard-level or widget-level filters to narrow the Contract records.

   • Set Is Published to is equal to Yes to show only published Contracts.

     

   • Filter by Vendor Name to show Contracts for a specific Vendor.

   • Use another available Contract field to focus on particular Contracts.

8. Open Customize Widget and locate Actions. When all three required fields are included, Ask, View, and Download are enabled automatically. No manual activation is required.

   

9. Review the table configuration and save your dashboard changes.

Required fields for Contract actions

Include the following fields under Values to enable the actions:

Use Contract actions

After saving the dashboard, open the Data Table in dashboard view. The Actions column displays the available actions for eligible published Contracts.

Configure a Proportional Bar

Use a Proportional Bar to compare a single metric across multiple categories. Each category can display its value together with its proportion of the total, making relative differences easier to review.

For example, you can use a Proportional Bar to compare spend across platforms, applications, cost centers, or other available dimensions.

To create a Proportional Bar:

1. Open the required Custom Dashboard.

2. Select Edit.

3. Add a new Analytics widget or select an existing widget.

4. Select the required Analytics Cube.

5. Under Chart Type, select Proportional Bar.

   

6. Select the metric you want to measure.

7. Select the dimension that defines the categories.

   

8. Configure the widget settings as required.

   

9. Review the visualization.

10. Save or finish editing the dashboard.

The visualization displays the selected metric across the available categories and can show each category's share of the total.

Limit the number of items

Use Limit Items to control how many categories appear in the Proportional Bar.

Under Show Top, enter the number of categories you want to display.

By default, the visualization displays the top six categories.

Customize the appearance

You can customize the bars, displayed values, column information, and comparison with the prior year.

Expand Appearance to configure how the Proportional Bar is displayed.

• Colors — Select a color theme for the visualization.

• Reverse Colors? — Reverse the order of colors in the selected theme.

• Stacked — Display the bars in a stacked layout.

• Show serial number — Show or hide serial numbers for the displayed categories.

• Bar size — Select the required bar thickness.

• Grid Layout — Display the visualization using a grid layout.

• Dimension Switcher — Show or hide the selector for switching between the configured grouping dimensions.

• Expenses Bar — Show or hide the expenses bar displayed at the top of the visualization.

Configure columns

Expand Columns to control the information displayed with the bars.

• Show column headers — Show or hide the column headings.

• Show measures — Show or hide additional measure values.

• Show Percentage — Show or hide the percentage contribution for each category.

• Percentage header — Customize the heading used for the percentage column.

• Variance header — Customize the heading used for the variance column.

Compare with the prior year

Use Compare with to compare each category with its corresponding value from the prior year.

To configure the prior-year comparison:

1. Add a Year filter to the dashboard or widget.

2. Select the specific year you want to analyze.

   

3. Open the Proportional Bar widget settings.

4. Expand Compare with.

   

5. Under Compare with, select Prior Year.

6. Turn on Show Variance to display the change from the prior year.

7. Review the comparison and finish editing the dashboard.

Yarken applies the same applicable filters to the current-year and prior-year values.

For example, if you select 2026 and March, Yarken compares March 2026 with the corresponding values from March 2025.

The visualization can show the direction and percentage change for each category, helping you identify categories that increased or decreased from the prior year.

Configure a Heatmap

Use a Heatmap to compare one measure across two dimensions. The visualization arranges one dimension into rows and another into columns, creating a matrix of values.

Each cell represents the selected measure for the corresponding row and column combination. Cell colors help you compare relative values and identify concentrations or patterns across the data.

For example, you could configure:

• Value: Spend

• Rows: AI Service

• Columns: AI Model

Each cell then represents the spend for an AI Service and AI Model combination.

Configure the Heatmap fields

To configure the Heatmap:

1. Select Heatmap under Chart Type.

   

2. Under Value, add the measure you want to analyze.

3. Under Rows, add the dimension you want to display as rows.

4. Under Columns, add the dimension you want to display as columns.

   

5. Run the report.

Use a Heatmap when you want to compare a metric across the intersection of two categories.

Limit rows and columns

Use Limit Items to control how many row and column values appear in the Heatmap.

By default, the Heatmap displays up to 6 rows and 5 columns.

For example, if you reduce Show Top Columns to four, the Heatmap displays four individual column values and groups the remaining values under Other.

You can change Other Label when another name better represents the grouped values.

Customize the theme

Use Theme to control how values are represented across the Heatmap.

Under Colors, select the required color theme. Yarken applies the selected color scale to the Heatmap cells, helping you compare relative values across the matrix.

Turn on Reverse Colors? to reverse the direction of the selected color scale.

Configure text colors

Use Text Colors to control the appearance of text within the Heatmap.

You can configure the colors for:

• Row Names

• Column Headers

• Values

Choose text colors that provide clear contrast with the selected Heatmap theme.

Show totals

Turn on Show Totals to display totals alongside the Heatmap.

Totals provide additional context for the values across each dimension and make it easier to compare individual intersections with their overall row and column values.

Drill down from a Heatmap

Heatmaps support the standard drill-down capability.

Use a Heatmap with Ask Yarken

Ask Yarken can use the underlying analytical data from a Heatmap as dashboard context.

Configure a Scatter Chart

Use a Scatter Chart to compare two measures and understand the relationship between them across a selected dimension.

Each point is positioned using an X Axis Measure and a Y Axis Measure. The selected Point Label identifies what each point represents. You can also use Group By to organize the points by another dimension.

For example, you can compare tagging compliance with billed cost across service categories:

• Point Label: Service Category

• Group By: Provider

• X Axis Measure: Tagging Compliance %

• Y Axis Measure: Total Billed Cost

Each service category appears as a point positioned according to its tagging compliance and total billed cost. Grouping by Provider lets you further explore the results by cloud provider.

Scatter Charts can help you identify relationships, clusters, outliers, and categories that require further investigation.

Configure the Scatter Chart fields

To configure a Scatter Chart:

1. Open the required Custom Dashboard.

2. Select Scatter Chart under Chart Type.

3. Under Point Label, add the dimension that identifies each point.

4. Optionally, under Group By, add another dimension to group the points.

5. Under X Axis Measure, add the measure for the horizontal axis.

6. Under Y Axis Measure, add the measure for the vertical axis.

   

7. Optionally, add a field under Sort Order.

8. Review the chart and configure its appearance as required.

Understand Point Label

Point Label determines what each point on the Scatter Chart represents.

Each unique value from the selected dimension becomes an individual point. Yarken positions each point according to its X-axis and Y-axis measure values.

For example, when Service Category is the Point Label, categories such as Compute, Storage, Databases, and Networking appear as individual points.

The fields work together as follows:

• Point Label identifies what is being compared.

• X Axis Measure determines the horizontal position of each point.

• Y Axis Measure determines the vertical position of each point.

Group the points

Use Group By to organize the Scatter Chart using another available dimension.

For example, select Provider to group the service categories by cloud provider. You can then use the provider options in the chart to focus the visualization on a specific provider.

The dimensions available for grouping depend on the selected Analytics cube.

Configure the side list

Use Side List to display a supporting list alongside the Scatter Chart.

Configure the following settings as required:

For example, when List Value uses the Y-axis measure, the side list can display each Service Category with its Total Billed Cost.

Hover over a row in the side list to highlight the corresponding point in the Scatter Chart.

Customize the chart theme

Under Theme, use Colors to select the required color theme.

Turn on Reverse Colors? to reverse the order of the selected color palette.

Show point labels

Under Point Labels, turn on Enable Labels to display labels with individual points.

Point labels make it easier to identify the category represented by each point without hovering over the visualization.

For charts with many points, turn off Enable Labels to reduce visual clutter.

Configure the chart panel title

Use Chart Panel Title to add a title and subtitle to the chart area.

Turn on Show Chart Title, then configure:

• Chart Title

• Chart Subtitle

These settings are separate from the title and subtitle configured under Card Settings.

Animate a Scatter Chart

Use Animation to show how points move between months of the current year in a Custom Dashboard Scatter Chart. The animation progresses month by month so you can see how the relationship between the configured X- and Y-axis measures changes over time.

For example, animate a Scatter Chart that compares Spend on the X-axis with Budget on the Y-axis across Cost Pools. This helps you see how each cost pool's plotted position changes from month to month.

Configure animation

1. Open the required Custom Dashboard and select Edit.

2. Add a Scatter Chart widget or select an existing Scatter Chart.

3. Confirm that Point Label, X Axis Measure, and Y Axis Measure are configured.

4. Open Customize Widget > Animation.

5. Turn on Enable Animation.

   

6. Under Playback Speed (seconds), enter the required value to control how quickly the chart progresses between months.

7. Review the widget and save your dashboard changes.

Play the animation

1. Open the Custom Dashboard that contains the animated Scatter Chart.

2. Select Play below the chart.

3. Watch the displayed month change as the data points move across the chart.

The timeline identifies the month being displayed. Animation shows the movement of the configured points over the current year's monthly sequence rather than only a static view of a single selected period.

Interpret the movement

Each point represents a value from Point Label. Its horizontal position depends on X Axis Measure, and its vertical position depends on Y Axis Measure. As the animation advances, compare each point's position from month to month.

• A point moving right or left indicates an increase or decrease in its X-axis value, respectively.

• A point moving up or down indicates an increase or decrease in its Y-axis value, respectively.

• Use the movement to identify changes in relationships, clusters, or outliers that warrant further investigation.

Configure quadrants

Use Axis Settings to divide the Scatter Chart into four quadrants. Quadrants can help you interpret different combinations of high and low values across the two measures.

Configure:

• X Axis Threshold to define where the vertical threshold line appears.

• Y Axis Threshold to define where the horizontal threshold line appears.

• Threshold Line Style to control the appearance of the threshold lines.

• Threshold Line Color to set the threshold line color.

For example, when comparing Tagging Compliance % with Total Billed Cost, you could set:

• X Axis Threshold: 30

• Y Axis Threshold: $20M

These thresholds divide the chart into four areas based on whether tagging compliance and billed cost are above or below the configured values.

The four quadrants are:

• Quadrant 1 (High X, High Y)

• Quadrant 2 (High X, Low Y)

• Quadrant 3 (Low X, High Y)

• Quadrant 4 (Low X, Low Y)Customize the quadrants

Customize the quadrants

For each quadrant, configure:

• Label

• Subtitle

• Color

Labels and subtitles let you explain the business meaning of each area rather than requiring dashboard viewers to interpret the X-axis and Y-axis values alone.

Quadrant labels example:

For the Tagging Compliance and Total Billed Cost example, the quadrants can represent:

Configure trend lines and forecasting

Use trend lines to understand how a measure changes over time and, where required, extend the observed pattern into future periods.

Custom Dashboards support Cumulative Line and Linear Trendline options for Column Chart visualizations.

Before you begin

• The widget must use a Column Chart.

• Select the measure you want to analyze.

• Use an appropriate time-based dimension when you want to analyze or forecast a trend across periods.

• Apply the required reporting-period filter when forecasting should extend to a defined future period.

Add a cumulative line

Use Cumulative Line to show how a measure builds over the reporting period.

1. Open the dashboard and select Edit.

2. Select the required Column Chart.

3. Add the measure you want to analyze to the Y-axis.

4. Set the X-axis to a timeline-based dimension, such as Year, Year-Month, or Date.

5. Open the widget settings and expand Cumulative Line.

6. Turn on Enable.

   

7. Configure the line color where required.

8. Turn on Enable Forecasting if you want to extend the cumulative line into future periods.

   

9. Review the chart and finish editing the dashboard.

When forecasting is enabled, Yarken extends the cumulative line into future periods using a cumulative average.

For daily time-series charts, the chart filter defines the end of the forecast period. If no applicable filter is set, the chart does not extend the forecast beyond the latest available date for the selected metric.

Add a linear trendline

Use Linear Trendline to show the overall direction of a measure across the available data points.

Yarken uses linear regression to calculate a straight trendline from the existing values. This can help you identify whether a measure is generally increasing, decreasing, or remaining relatively stable.

To add a linear trendline:

1. Open the required Custom Dashboard.

2. Select Edit.

3. Select the Column Chart you want to configure.

4. Open the widget settings.

5. Expand Linear Trendline.

6. Turn on Enable.

   

7. Configure the trendline color where required.

8. Review the chart.

9. Finish editing the dashboard.

The trendline is calculated from the actual values available in the chart.

Forecast a linear trendline

Turn on Enable Forecasting under Linear Trendline to extend the calculated trend into future periods.

Yarken uses the linear regression calculated from the existing data points to project the trend forward.

The forecasted section appears separately from the trendline based on actual data, helping you distinguish the observed trend from the projected trend.

For example, if the available data shows a gradual increase in spend, the forecasted linear trendline extends that direction into the future reporting periods.

Customize trendline colors

You can configure the line color for both Cumulative Line and Linear Trendline.

Use distinct colors when the chart contains multiple lines so viewers can distinguish actual, cumulative, trend, and forecast information more easily.

Recommended practices

• Choose a visualization that supports the reporting question you want to answer.

• Use server-side pagination for large Data Table datasets.

• Use client-side pagination only when the dataset size is appropriate for browser loading.

• Remember that Grand Total represents the complete dataset, not only the current page.

• Review active local table filters when Grand Total is not displayed.

• Use a Proportional Bar when you want to compare one metric across several categories and understand each category's relative contribution.

• Keep Show Top focused on the categories that matter to the reporting purpose.

• Select a specific year before using prior-year comparison.

• Review active filters before interpreting prior-year variance.

• Keep chart titles and labels clear.

• Use Cumulative Line when you need to track how a total builds over time.

• Use Linear Trendline when you need to understand the overall direction of a measure.

• Treat a linear forecast as a projection of the current trend rather than a guaranteed future result.

• Use distinct line colors when cumulative, trend, and forecast lines appear together.

• Review the underlying data and reporting period before interpreting a forecast.

• Apply an appropriate reporting-period filter before using daily forecasting.

• Validate chart and table totals before using them for financial reporting.

Troubleshooting

Related content

• Add and configure dashboard widgets

• Custom Dashboards