Chart View: Open Reconciliations by Account Type with Balances

This chart view uses a Dual-Y axis to plot both the number of open reconciliations and the total balance by account type. The number of reconciliation is plotted in the Y axis (on the left of the chart view) and the total balance is plotted in the secondary Y axis (on the right of the chart view). This chart only contains details of reconciliations that are currently assigned to a Preparer.

To create the chart view:

1. Within the dashboard, for the required view, click the View Selector and select Chart View.
2. Click Settings.
3. In the Properties tab:
   • Set the Title to Open Reconciliations by Account Type with Balances.
   • In Type, select Combination.
   • In Bar Label Position, select Center.
   • Select Missing Values as Zero.
   • Select Dual-Y Axis.
4. In the Layout tab:

   • In the X Axis section:

     In Type, select Attribute and in Attribute 1, select Account Type.

   • In the Legend (Series) section, click the Add icon to create two rows with the following properties:
     • Row 1

       In Value, select Reconciliation. In Aggregation, select Count, In Categories, select Status. In Filter, click Add to create the following filter condition: Status (Detailed) = With Preparer.

     • Row 2

       In Value, select Source System Balance (Functional - Default Currency). In Aggregation, select Sum. In Filter, click Add to create the following condition: Status (Detailed) = With Preparer.

5. In the Legend tab:
   • For the Source System Balance (Functional - Default Currency) Series, select Dual-Y and set Type to Line.
   • For the remaining series, ensure that the Type is set to Bar.

   • Customize the labels displayed in the chart:

     • For the Series Count: Status: Open (with Preparer), set the Label to Number of Reconciliations with Preparer.
     • For the Series Source System Balance (Functional - Default Currency), set the Label to Balance.
6. Click OK to save the chart settings.