Open navigation

Single value chart

Modified on Thu, 24 Nov 2022 at 02:52 PM

A single value chart displays one or more individual values, such as the value of all unreconciled balances for different company codes.

The image below shows six single value charts, based on unreconciled balances for six different company codes. We will go through the steps to create this chart in this article.

Open the dashboard to which you want to add this chart and click on the cog wheel in the top left corner.

Clicking on the cog wheel will take you to the set-up view of your dashboard.

1. Click on Add chart at the bottom.

2. Rename your new chart.

3. Choose Single value from the Type drop-down.

4. Change the Value field to Unreconciled balance as that is what we are investigating in this example.

5. Change the Aggregate function to Sum because we want to see the total number of unreconciled balances for a company.

If you press the Refresh arrow in the top right of this box, you will be taken to your single value chart. This gives you the sum, or total, or all unreconciled balances across all companies.

Next, we need to create a query to divide this amount into different company codes. You can read this article to learn more about Queries and Filters in-depth.

To continue modifying this chart, click on the cog wheel in the top right corner of your chart.

6. Add a new query by clicking on the + sign for Queries.

7. Use the drop-down arrow to select an existing query or click on the cog wheel to the right of that new Query to create a new one.

This takes you to the settings of that new query where you can set the query details.

8. Name your new query.

9. Click Add.

10. In this example we want to see all unreconciled documents for Company Code 1000, so we created the below query. 

This will give you the single value chart below:

Then save your new chart.

You can repeat steps 6 - 10 to add additional company codes to the chart, as the first image shows. Although there is no limit to the number of single value charts you can add, we recommend using no more than 5 or 6 for visual clarity.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article