Chart View: Journal Line Items By Natural Account

The following example shows that the highest number of items belong to revenue and asset indicating that there are a lot of accruals for the month of June 2022.

Journal Line Items By Natural Account

Within the dashboard, top view:

  1. Click the Object Type icon and select Enterprise Journals Line Items.
  2. Click the View Selector icon and select Chart View.
  3. Click the Settings icon and specify the following:
    • On the Properties tab:
      • Title: Journal Line Items By Natural Account

      • Type: Bar

      • Background: No fill
      • Label Position: Inside Edge

      • Orientation: Vertical
      • Grid Lines: Select this check box
      • Period: Selection
    • On the Layout tab:
      • X-Axis:
        • Type: Attribute
        • Attribute 1: Cloud Fin Account

        • Sort: Cloud Fin Account from the first drop-down menu and Descending from the second drop-down menu
      • Legend (Series):
        • Value: Line Item

        • Aggregation: Count
        • Categories: None
    • On the Axis tab:
      • Select Y Axis.
      • Minimum: Auto
      • Maximum: Auto
      • Major Unit: Auto

      • Minor Unit: Auto

    • On the Legend tab:
      • Legend Position: Right
      • Palette: Redwood
      • Select the default labels for each series
      • Select the default colors for each series.
  4. Click OK.