Trends chart configuration in Budgeting Dashboard

This page defines fields in the Trends chart configuration section. In Trends configuration, you choose a KBI, budget line, or formula.

Note: You cannot "mix-and-match"—that is, you cannot select to add a KBI plus a budget line. You can only build formulas with the field values, such as KBIs with KBIs or budget lines with budget lines.

Trends chart

Fields on the Trends configuration tab of the Chart Configuration screen

Field	Description	Notes
Chart Name	Custom name of the chart. In the field, type a meaningful name so that you will be able to easily identify the purpose of the chart. For example, Occ Rms to Food Covers.	Required. Maximum number of characters: 25. This name is displayed on the chart in the Budgeting Dashboard.
Copy from Default Chart Setup	Copies the chart configuration that is in the Default Chart Setup line.	This option is available for all line configurations except for the Default Chart Setup line. The default chart setup will be inherited upon first configuration for all lines in the Budgeting Dashboard. The only time this should need to be used is when you have decided to override your existing configuration with the default configuration.
Chart Series 1 and 2
KBI, Budget Line, or Formula 1	Options include: Choose KBI—Opens the Select KBI dialog box, where you can search for and select all available KBIs. Choose Budget Line—Opens the Select Budget Line, where you can search for and select all available budget lines. Add/Edit Formulas—Opens the Manage Budget Formulas dialog box, where you apply a formula as a configuration method. For more information on building formulas, see Building a formula.
Display Trend Line	Switch on ( ) to display a trend line on the chart.	Default: Trend 1: On ( ) Trend 2: Off ( ).
Button
Save	Saves your configuration changes.