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Boards help you visualize your financial models clearly and intuitively. Instead of analyzing raw numbers, you can use charts to spot trends, compare scenarios and versions, and make data-driven decisions faster. Whether you need a simple line graph for revenue growth or a complex waterfall chart for cash flow, Oculon’s charting feature has covered you! How to create a Chart 1.Navigate to the Boards section from left nav
  1. Click on ’+’ anywhere on the canvas, find the chart option from the dropdown and select it.
  2. Pick a Chart Type – Fromthe setup panel, choose line, bar chart whatever works best!
  3. Select variables – Choose one or more variables from the list(variables from all models and database).
  4. Select Data – After selecting the variables, add filter like dimensions, scenarios, and time range you want to visualize.
  5. Customize It – Adjust chart type, Axes, and number format from display tab.

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Working with Charts

Update Data – Your charts update automatically when your model changes! Customize Appearance – Modify axes, legends, colors, and annotations. Export & Share – Download as images, PDFs, or share interactive links.

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Why Use Charts?

Quickly Understand Data – Spot trends, patterns, and anomalies at a glance. Simplify complex things - Scenarios, Versions, Goals, Benchmarks: See the impact of different business assumptions. Present Insights Effectively – Communicate key takeaways with stakeholders. Save Time – No need to manually crunch numbers.

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Customize Appearance

Give your charts that polished, professional look by customizing their appearance. Here’s how to make your data stand out: Modify Axes: You can use dual axis, and set min and max values. Show and Hide legends: Turn them on or off depending on how much detail you want.