This article is intended for: Editors of a Digital Budget Book.
Use this article after: your document has been created and you wish to customize the display of financial data in the auto-generated charts that display on your financial pages.
Use the Historical Financial Charts settings to customize the display of financial data in your document. Pick the fiscal years you want to view and choose between actual figures, budgeted figures, or both for your historical financial charts.
See an example of historical financial charts in this article.
In the Historical Financial Charts settings you can do the following:
- Choose to display figures for past and future fiscal years within your budget book. The years will display in auto-generated multi-year charts found on your financial pages. By selecting specific fiscal years, you can focus on the most relevant periods.
- Choose which versions of the budget to display for each year including versions from onboarded data, or saved versions from your Operational Budget.
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Decide whether you want to see actual or budgeted figures on your summary charts and revenue/expense comparisons.
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Note: If the drop-down menu for budgeted figures or actual figures is greyed out and you cannot select it for a given year, it may be for one of these reasons:
- The budget book is using the version selected in the book's Data Sources for that specific version type and year.
- Data of that type and year has not yet been uploaded into the Data Financials Tool.
- A new budget version has not yet been saved in your Operational Budget.
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Note: If the drop-down menu for budgeted figures or actual figures is greyed out and you cannot select it for a given year, it may be for one of these reasons:
- Select Save Changes to confirm any changes made.
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