Charts
The Charts tab in Reports is where you view, compare and customise the charts generated from your financial model. Every chart is built from a report definition set up by your administrator, and you decide which alternatives and sites it compares, how the series look, and where the chart goes next: into a Presentations folder, or exported as an image.
Finding a chart
Charts live under each alternative, organised by the entity they belong to.
Go to Base Alternative, Strategic Building Block or Strategic Alternative and open the Reports tab, then select Charts.
Use the navigation tree on the left to browse to the entity the chart belongs to (Division > Site > Sub-industry > Category).
Click the chart in the left panel to open it in the right panel.
[Screenshot: the Charts tab with the navigation tree on the left and a chart open in the right panel]
🔧 Configuration: All charts in Reports are generated from report definitions set up by your Weissr administrator. If you need a chart that follows other variables, contact your administrator.
Switch between compact and split view
You can change how much room the chart list takes up next to the chart itself.
Go to Reports > Charts.
Click Compact or Split in the top right corner, above the chart grid.
Opening the edit dialog
All chart configuration happens in one dialog, reached from the chart itself.
Open the chart so it appears in the right panel.
Click the three dots to the left of the chart report and select Edit, or press E on your keyboard.
The dialog opens with several tabs: General for display settings, Series for the appearance of individual curves, and Alternative comparison and Site comparison for choosing what the chart compares.
📌 Note: Changes are applied when you click Save on the General tab. Allow a few seconds for the chart to redraw.
Selecting alternatives and sites NEW UI IN 5.3.5
The Alternative comparison and Site comparison tabs control which alternatives and sites the chart compares. Both tabs use the same two-list layout, so you can see what is currently included without scrolling through everything else. The dialog is titled Edit chart or Edit report depending on what you are editing.
How the two lists work
The tinted list at the top mirrors your current selection. It is a summary, not a separate set of items.
The All alternatives list below always shows every alternative in the project. Included alternatives stay in this list and appear checked, so nothing disappears when you select it.
Each list has a header row with a short name and a full name column. The header scrolls with the content.
A count badge on each tab name shows how many alternatives are currently included.
🔧 Configuration: The short name and full name column labels come from system properties, so they may be named differently in your organisation.
Alternative comparison tab
Use this tab to choose which alternatives appear as curves in the chart.
Open the edit dialog and go to Alternative comparison.
Review the tinted Included in chart list at the top to see the current selection.
Tick the checkbox next to any alternative in the All alternatives list to add it. Untick it to remove it.
Go to the General tab and click Save.
The footer shows a running summary in the form X of Y alternatives included.
📌 Note: Long alternative names wrap fully in the included list. In the All alternatives list they are shortened to a single line, and you can hover over a name to see it in full.
Search for an alternative
Projects often hold many alternatives, so both tabs have a search field to save you scrolling.
Click the search field between the two lists.
Start typing. The All alternatives list filters as you type, matching on both short name and full name.
💡 Tip: Search filters only the list below it. The included list at the top always stays visible, so you can keep an eye on your selection while you search.
Site comparison tab
Use this tab when you want to compare individual sites within alternatives rather than whole alternatives.
Open the edit dialog and go to Site comparison.
Find the alternative you want in the All alternatives list, using search if needed.
Click the alternative to expand it. Selected sites are listed first, followed by the ones not yet selected.
Tick the sites you want to include. You can expand several alternatives at the same time.
Go to the General tab and click Save.
An alternative counts as included on this tab as soon as it has at least one site selected, and the count badge on the tab reflects that.
Reading the site selection at a glance
You do not need to expand an alternative to see what is selected inside it.
Site chips: collapsed alternatives in the tinted top list show their selected sites as chips. When every site is selected the chips collapse into a single All sites chip, and long lists are shortened with a +N more indicator.
Selection badge: each row carries a badge showing how much of the alternative is selected. Light grey means no sites, gray means some sites, and dark blue means all sites.
📌 Note: While an alternative is expanded, the chips are replaced by the site list, and the order of the sites stays fixed so the checkboxes do not move under your cursor as you tick them.
Apply a site across all alternatives
When the same site is relevant in many alternatives, you can set it everywhere in one action.
Expand any alternative on the Site comparison tab.
Find the site you want and select Apply to all to select it in every alternative, or Remove from all to clear it everywhere.
Customising the chart display
The General tab controls how the chart itself is drawn: labels, scale, legend and font size.
Open the edit dialog and stay on the General tab.
Adjust the settings you need:
Setting | What it does |
|---|---|
Use Shortnames | Displays abbreviated alternative names to save space in the legend. |
Vertical Labels | Tilts the X axis labels vertically to improve readability. |
Y Axis Range | Sets a custom scale for the Y axis. The Auto option is recommended in most cases. |
Chart Legend Font Size | Reduces the legend font size to reclaim space in the chart area. |
X Axis Labels | Sets how frequently labels appear along the X axis. |
Legend Position | Places the legend below the chart or to its right. |
Delta Values | Turns a chosen curve into the zero baseline so differences between curves stand out. |
Click Save and wait a few seconds for the chart to update.
Customising series
A series is a single curve in the chart, usually one alternative. The Series tab gives you control over how each one appears, which matters most when the chart is going into a presentation or in front of stakeholders.
📌 Note: Changes on the Series tab are saved as you make them. This covers the custom name, colour, line style and sort order. There is no need to go to the General tab and click Save.
Set a custom name, colour and line style
Open the edit dialog and go to the Series tab.
Set a custom name to override the alternative name shown in the legend.
Click the Color field to choose a colour for the series line.
Click the Line Style field to choose solid, dashed or another style.
Custom appearance settings are saved per chart and persist across sessions.
📌 Note: Pre-defined series such as the Base Alternative keep their default colour of black for any newly added curves, but you can still customise them manually.
Reorder series
By default, series follow the order of the alternative list. You can set an order that suits your analysis instead.d
Open the edit dialog and go to the Series tab.
Drag and drop the series into the order you want.
To go back to the default, click [label]. The series return to the order of the alternative list.
Show or hide series from the legend
Click any series name in the chart legend to hide it temporarily. Click it again to bring it back. The chart remembers which series are hidden as you move between charts in the same context, so you do not have to hide them again each time.
What happens when you duplicate
When a project or a presentation folder is duplicated, all series customisations are carried over to the copy. This includes custom names, colours and line styles, the custom sort order, and which series are hidden.
Showing delta values
A delta curve shows how one curve behaves relative to another. The reference curve is brought down to zero, which makes the difference between alternatives much easier to read.
Open the chart so it appears in the right panel.
Click the three dots to the left of the chart report.
Select Show delta values, then choose the curve to use as the reference, for example the Base Alternative.
💡 Tip: Press D while a chart is open to apply the delta value curve, without using the three dots menu.
Adding a chart to Presentations
Presentations folders let you collect charts for viewing, sharing and export.
Open the chart so it appears in the right panel.
Click the three dots to the left of the chart report and select Add to Presentations folder.
Choose the folder you want to place it in.
📌 Note: Charts added to Presentations stay linked to their source chart in Reports. Any change you make in Reports is reflected in the Presentations folder automatically.
Exporting a chart as an image
Individual charts can be printed or downloaded as image files straight from the chart grid.
Open the chart so it appears in the right panel.
Click the three dots in the top right corner of the chart grid.
Choose to Print the chart, or download it as a PNG, PDF, JPEG or SVG file.
💡 Tip: To export a whole set of charts at once, add them to a Presentations folder and export the folder as PowerPoint or ZIP.
