Digital Budget Books - Edit Global Chart Configurations

Global Chart Configurations, found in the Digital Budget Book Settings, are your powerful tool for ensuring uniformity and consistency across all charts by allowing you to apply updates globally from one central location. This saves you time and keeps your data presentation professional.

Chart Configurations

Note: Saving changes in Chart Configurations will instantly update the Universal Settings for all Financial Pages. If you have previously made custom updates to individual pages, they will remain untouched only if they are detached from Universal Settings. You can still update Universal Settings, but remember that any new changes made here will override those previous universal settings.

1. Select the Settings button in the upper right corner of the Digital Budget Book.
2. Select the Chart Configurations section.

In the Global Chart Configurations settings, there are five main sub-tabs. Select the link below to jump directly to that section of the article.

• Colors
• Historical Financial Charts
• Multi Year Charts
• Single Year Charts
• Summary Charts 

Colors

In the Colors tab, you can control the colors that make up sections of your charts. Select a color to change it by using the color picker, or entering a color hex code.

Keep Original Chart Colors - this setting toggle refers to custom charts built in the Charts Tool that you’ve included in your document. Toggle on if you wish to use the color selection you made in the Charts Tool. 

Pro-tip: For easier visualization of how color categories map to your chart sections, open ClearGov in two browser tabs by right-clicking your current tab and choosing Duplicate tab. Display a Financial Page chart in the first tab. In the second tab, modify the Chart settings and save your updates as you progress. Refresh the Financial Page tab to view your changes immediately.

Select Save Settings to confirm any changes made. 

Historical Financial Charts

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:

1. 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.
2. Choose which versions of the budget to display for each year including versions from onboarded data, or saved versions from your Operational Budget.
3. Decide whether you want to see actual or budgeted figures on your summary charts and revenue/expense comparisons. 
   • 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.
4. Select Save Changes to confirm any changes made. 

Multi Year Charts

• Chart Type - Use the dropdown menu to choose between stacked column, stacked mountain, and stacked bar chart options.
• Category Order - Use the dropdown menu to stack data by highest values at the bottom, or highest values at the top.
• Value Scale - Use the dropdown menu to choose to display values by thousands (K), millions (M), or billions (B). The Auto option automatically scales values to present the data in the most readable format. 
• Value Decimals - Select to display up to 2 decimals for the dollar values.
• Toggle Display values above bar/column charts off if you do not wish to display approximate values above column/bar charts.
• Toggle Hide small values from legend to hide legend items that represent less than 1% of the total.
• Under the Apply chart configuration to all financial pages section, you will select Dimensions to apply the column settings to all financial pages of those types. 

Select Save Changes to confirm any changes made. 

Single Year Charts

• Chart Type - Use the dropdown menu to choose between donut, pie, and bar chart options.
• Value Decimals - Use the dropdown menu to select to display up to 2 decimals for dollar values. 
• Percent Decimals - Use the dropdown menu to select to display up to 2 decimals for the percentage values.
• Legend Values Alignment - Use the dropdown menu to select left or right for the alignment of values in the legend.
• Toggle Hide small values from legend to hide legend items that represent less than 1% of the total.
• By default, system-generated donut charts display a value without a dollar sign. Toggle Display $ in Donut Charts to add the dollar sign, but reduce the font size of the figure.
• Under the Apply chart configuration to all financial pages section, you will select Dimensions to apply the column settings to all financial pages of those types. 

Select Save Changes to confirm any changes made. 

Summary Charts

• Value Scale - Use the dropdown menu to choose to display values by thousands (K), millions (M), or billions (B). The Auto option automatically scales values to present the data in the most readable format.
• Value Decimals - Use the dropdown menu to select to display up to 2 decimals for dollar values.
• Toggle the Hide Expenditures Over Budget on if you do not want an “expenditures over budget” label to display on summary charts.
• Toggle the Hide Revenue Surplus on if you do not want a "revenue surplus” label to display on summary charts.
• Under the Apply chart configuration to all financial pages section, you will select Dimensions to apply the column settings to all financial pages of those types. 

Select Save Changes to confirm any changes made. 

Additional Resources

Learn more about Financial Pages and Universal Settings in the article, Digital Budget Book - Edit Financial Page Settings.

Learn more about connecting your Position Count Tables to the Budget Book in the article, Personnel Budgeting Data Source.