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Line Chart Tile

A graphical representation of data points connected in a straight line

Line charts are often utilized to display the change in a data point over time.

To create a line chart tile, click the Actions button on the upper right of the Dashboard and choose Add New > Tile.

You can also clone or repurpose an existing tile by clicking the EllipsisEllipsis on the existing tile and choosing Edit or Clone

After selecting Create New Tile or Edit for an existing tile, populate a Tile Name and pick Line Tile Type.

The next step is updating the Tile Data:

  • Primary Source (here: 2025 Rolling Fcst) and Comparison Source (here: Previous Year)
  • Selection Type as Data Series (for presenting a single Series or multiple Series within one Tile) or Dimensions (when you want to show second-level detail)

Now you can choose what data will be pulled into the Tile. Click on the "ADD DATA SERIES" button and select the desired Data Element. Hit the SELECT button.

As shown in the example below, to get a Cash Line Chart Tile we've selected the Data Element as "Cash on Hand" KPI from our KPI Library:

Optionally, you can rename the added Data Series by hovering over the currently displayed Label and clicking on the Pencil icon (Edit Label):

The next Tile's customization item is related to the Tile's Time:

  • The Date Range provides the user the ability to select varying lengths of time. It 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
  • Show Date allows you to select Monthly, Quarterly, Yearly, or Total
  • Show Actuals Until option determines e if all actuals that have been imported should be displayed or just actuals up until the Close Month. Choose Close Month to display actuals only up until the close month or Max to display all actuals available in your account.
    Learn more about "Show Actuals Until"

Data Display: the Show Zeroes option can be enabled or disabled.

Data Labels and Legend: turn on or off Data ValuesData Series and Legend.

Modify the Chart Color and choose the desired color palette.


At this point, you will see a Preview of what your Tile will look like and double-check included within Data:

Hit ADD at the top of the Tile Builder screen once you are happy with the settings, and you will be brought back to the Dashboard. 

To move the Tile, simply click on it and drag the tile to the desired location.

To resize a Tile, simply click the bottom right corner of the tile and drag it outwards or inwards to resize.  Other Tiles will automatically rearrange to fill in any gaps created by the resize.