Single series and multiple series in vertical columns
The column tile shows data in vertical columns. It can be used to show data that is from a single series or from multiple series.Single Series
Single-series tiles are good for displaying simple data or top level data like total OpEx. Let's take an example of showing all OpEx in the G&A department.Step 1:
Go to the Dashboard and select "Add New Tile".
In the tile configuration screen, Give the tile a name, choose the source data as well as any comparison data, then select the Series dropdown menu to choose the desired series.
Once you select the drop down a dialogue a box will appear in which you will select the Series Category, Department, and Account. Press save and the screen will return to the tile configuration screen.
At this point you will see a preview of what your tile will look like:
Next we are going to select the Periodicity, Offset , and the amount of time Periods that we require.
- Periodicity allows you to select Monthly, Quarterly, or Yearly
- The Offset determines in what month(s) your capture will land in. For example, if you have an offset of -4, this means that you will look 4 months back. Say you have a starting date of September with an offset of -4, you would be looking (back) at data from May 1 forward.
- The Periods is how many months, quarters, or years we would like to show; the tile can show up to 12.
- The Display option is set to "Subtotal", which means we are only going to chart the top line, not the children.
Hit the Save button and you are done.
Multi-series tiles are useful when you want to show second level detail. This is the case where all the lines in the series belong to the same family and each time-series is a child of a single parent line such as Opex by Account, Salaries by Department etc.
Let's take the same example as we did for the Single Series tile above but this time let's show all the child lines.Step 1 through Step 3:
Follow the same steps as the Single Series tile aboveStep 4:
- The Display option is set to "Children", which means we are only going to chart the top line, not the children.
- The Group By is set to "Department"
- The Hide Zeroes option is enabled.
Pro Tip: In many cases you will want to hide zeroes and this can be done by flipping the selector on at the bottom of the Tile Configuration box.Step 5:
Press "Save" at the bottom of the Tile Configuration screen once you are happy with the settings and you will be brought back to the Dashboard and the tile will appear at the upper leftmost position.
To move the tile select the ellipsis in the upper right hand side of the tile and select move, you can then drag the tile to the desired location.
This kind of chart is useful when trying to show different types of data series. Examples are ad spend vs revenue, CAC vs LTV etc.Create a custom group
We first create a custom line group that contains all the lines that we want to chart.
- Go to Setup > Custom Lines
- Create a Custom Line group and rename it to whatever you want to call it
- Add the lines you want to add to the group
- Please make sure all the lines in the group have the same format and aggregation rule
- Now use the group menu to "Add subtotal" for this group. This step may not always make sense for the lines in the group. But it is a required step to create a hierarchy that can then be charted on the dashboard.
- That's it, you are done with this part.
Create the tile
Now you can create the tile using the same steps as for a single-family, multi-series tile above. Just choose your custom group for the series that you want to chart.
Continue your Basic Certification -> Create a Custom Line