Chart View: Debt Types By Entity

In the following example, Supplemental data is being used to gather details on different types of debt instruments. The following chart shows the breakout of these debt instruments by entity.

Within the dashboard, top left view:

1. Click the Object Type icon and select Supplemental Data > Debt Details (Collection).
2. Click the View Selector icon and select Chart View.
3. Click the Settings icon and specify the following:
   • On the Properties tab:
     • Title: Debt Types by Entity
     • Type: Bar
     • Background: No fill
     • Label Position: No label
     • Orientation: Vertical
     • Grid Lines: Select this check box
     • Period: Selection
   • On the Layout tab:
     • X-Axis:
       • Type: Attribute
       • Attribute 1: Entity
       • Sort: Entity from the first drop-down menu and Descending from the second drop-down menu
     • Legend (Series):
       • Value: Debt Amount
       • Aggregation: Sum
       • Categories: Debt Type
   • On the Axis tab:
     • Select Y Axis.
     • Minimum: Auto
     • Maximum: Auto

     • Major Unit: Auto

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