Pie charts are useful for the analysis of a composition of accounts, such as key expense or revenue accounts. Pie charts can be customised to include any metric.
Adding a pie chart to your report
To add a pie chart into your report, proceed to the sidebar on the left side of the Report Editor and select the ‘Charts’ tab.
Use the smart text filter at the top to find your desired metric, and add the pie chart into your report by clicking, or dragging and dropping.
Customising a pie chart
Pie charts can be easily customised by hovering over the chart and clicking ‘Edit’ to bring up the properties panel. You can also double click to edit.
From the properties panel, you can customise the:
- Title of the chart
- Period frequency (month, quarter or year)
- Chart type (Pie or Donut chart)
- Segments in the chart (maximum of 20)
- Colour code of each segment
- More options
Adding new segments
Under 'Segments', choose the 'Add or remove segments' option to add a new segment to the chart.
A segment can be: any KPI, any item from the summary P&L or Balance Sheet, or any item from the Chart of Accounts. You can have a maximum of 20 segments per pie chart.
Filter by division
If the company in question has divisions imported, you can choose to filter a segment by division. This can be useful for comparing expenses or revenue across departments, locations, or any divisions in your business.
You can also choose whether or not to include a legend in the chart, hide zero percent legend items or show the white space between each segment for clarity.
What's the difference between a pie chart and a donut chart?
Donut charts and pie charts represent the same information in different views (open centre or completed ‘pie’). Both charts are typically used for the comparison of a part, to the whole.
For pie charts, there is an added value in the ability to assess the angles of the pie segments to make more sense of the data.