Finance Charts Sample – Balance Sheet Charts Performance Dashboard
The Finance Charts Sample - Balance Sheet performance dashboard provides three views of closing balances for balance sheet accounts.
Total by Balance Sheet Account Type Chart
The Total by Balance Sheet Account Type bar chart displays a bar for each account type and fiscal year combination. Each bar represents the total closing balances for accounts of the indicated type.
| Characteristic | Description |
|---|---|
| Chart Type | Bar chart |
| Measures | Balance Closing |
| Drill Down | From fiscal year to quarter to period |
Total Balance Sheet Account Type Chart
The Total Balance Sheet Account Type line chart displays the total closing balance trend for balance sheet accounts over the indicated fiscal years.
| Characteristic | Description |
|---|---|
| Chart Type | Line chart |
| Measures | Balance Closing |
| Drill Down | From fiscal year to quarter to period |
Balance Sheet Account Type Table
The Balance Sheet Account Type table provides the actual closing balance total amounts by fiscal year and account type. You can drill down from account type to account as well as from fiscal year to quarter or period.
| Characteristic | Description |
|---|---|
| Chart Type | Table |
| Measures | Balance Closing |
| Drill Down |
From fiscal year to quarter to period From account type to account number |
Automatic Filter
Vision automatically filters the data to only include accounts with one of the following account types: Asset, Liability, or Net Worth.Filter Options
You can filter the account data for this performance dashboard based on any or all of the following:
- Balance sheet account type (Asset, Liability, and Net Worth)
- Fiscal year (Default: most recent three years)