Visualize Your Data - Managing Charts

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Measures**\ Select the **Measure** you are going to be working with, in this example, ‘Revenue’.

Click the **edit Pencil icon**\ Navigate to the **Charts tab**\ Click the **Plus icon**\ Under **Chart Name**, enter the name of the new chart, in this example, ‘Revenue Waterfall’.\ Select Waterfall as the **Chart Type**

Navigate to the **Chart Periods tab**\ Set the desired **Reporting Frequency**\ Also set the number of **Periods to Display** on the chart\ On you are done with the changes, click **Save**

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Measures**\ Select the **Measure** you are going to be working with, in this example, ‘Revenue’.

Select **Edit Layout** from the dropdown menu\ Use **Filter List** to search for the chart you want to add, in this example, ‘Revenue Waterfall’.\ Click the **Plus icon** to add the chart\ **Drag and drop** the chart where you would like it to be displayed on the layout\ Once you are done, click **Save**

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Measures**\ Select the **Measure** you are going to be working with, in this example, ‘Revenue’.

Double-click on the **Chart** you want to edit\ Select a different **Chart Type** from the dropdown menu, for example, ‘Bar’.\ Navigate to the **Chart Periods tab**\ Change the **Number of Periods** to 4\ Once you are done with your changes, click **Save**

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Measures**\ Select the **Measure** you are going to be working with, in this example, ‘Revenue’.

Click the **edit Pencil icon**\ Navigate to the **Charts tab**\ Click on the three dots icon next to the **Chart** you want to edit\ Select **Edit Charts**\ Choose Bar as the **Chart Type**\ Navigate to the **Chart Periods tab**\ Update the **Reporting Frequency**, in this example to, ‘Monthly’.\ Once you are done with your changes, click **Save**