Charts - Create a Custom Chart

This article explains how to create a chart in ClearGov using your custom data or financial data from ClearGov.

NOTE: To generate charts based on the financials you've provided to ClearGov, you must Enable Client Data in the Financial Data module of the Transparency application.

1. In the Charts Module, Select the Create New Chart button.
2. Select a Chart Type. You can select each type of chart to learn more. 
   • Pie Chart
   • Bar Chart
   • Trending Chart
   • Gauge Chart
   • Org Chart
   • Note: Changing your chart type after entering custom data will require you to re-enter your data.
3. Complete the Chart Data Source section.
   • Select a Data Source: Cleargov financial data or Custom financial data
   • Select Year.
   • Select Account: Expenditures or Revenues
   • Select Financial Data: Budgeted or Actuals
   • Select Chart Display: Funds, Department/Divisions, or Objects. Then select the detail categories you wish to display. To expand the list of categories under revenue or expense, click on the arrow to the left of the category name.
     • Optionally, determine if you wish to use Filters to determine what departmental data and object data should be displayed.
4. Select Generate Chart after the Data Source section is complete. 

1. Select the pencil icon at the top of the chart to change the Chart Title.
2. Select the Save button in the upper-right area of the page to save the chart. Once saved, you can download the image or generate HTML code to embed the image on your website.

Note: If you are using Trending charts, you can select to show both Budgeted and Actual data when creating a chart and the app will automatically use the default budget/actual version for the appropriate fund.

Pro Tip: If you are using a bar, pie, or trending chart, you can select a version for each year and fund that is displayed on the chart. Data can be selected from any budget version created with the Operational Budgeting application (for users with a subscription) or the default budget uploaded by ClearGov for you.