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I want to rename a graph or a dashboard

To rename a chart or graph within a Dashboard, simply click on the three dots at the top right of...

July 14th, 2025 568 views 0 likes
How do I hide or unhide a graph component?

In Dashboard, you can change graphs to hide or unhide any element. Just click on the element you wish to...

July 14th, 2025 663 views 0 likes
How do I download a chart or graph?

You can download any of the charts and graphs on your Dashboard. In Dashboards, select the three dots at the...

July 14th, 2025 1173 views 0 likes
How to customize a chart

This article explains how to configure a chart in ScaleXP, including changing data sources, colors, names, date ranges, subsidiary filters,...

July 14th, 2025 946 views 0 likes
How to change the colors in a chart or graph

To customize the colors in a chart or graph, go to Dashboards (top bar)> three dots (top right of the chart to be...

July 14th, 2025 1302 views 0 likes
How to change or delete the summary at the top of a chart or graph

To edit, add or hide the summary KPI data at the top of a graph or chart, go to Dashboards (top...

July 14th, 2025 830 views 0 likes
How to change chart settings between month, quarter and year

It's easy to change time periods and move data analysis between annual, quarterly, and monthly in ScaleXP. For annual, you...

July 14th, 2025 885 views 0 likes
How to add commentary to a chart in a presentation

To add commentary to a chart, click on the chart. Then turn on the toggle for Comment in the menu...

July 14th, 2025 483 views 0 likes
How to add number labels to charts

You can add number labels to any data series in a chart or graph. To do this, go to the...

July 14th, 2025 741 views 0 likes
How to copy a chart

Any chart can be copied and used in any Dashboard within an organization. To copy a chart, use the three...

July 14th, 2025 920 views 0 likes
Getting started with dashboards

This article shows you how to find your dashboards, change the currency and month they display, and add, customize, download,...

July 14th, 2025 1026 views 0 likes
How to create your own waterfall chart & customize it

This tutorial shows the steps required to build a 3-month Active Customer Waterfall chart, but the steps can be used...

October 28th, 2025 367 views 0 likes
How to add a ranked customer list (top 10, top 20) to a dashboard or presentation

You can add a ranked list of customers to any Dashboard or Presentation. This will automatically sort from largest to...

January 27th, 2026 404 views 0 likes
How to use the AI chart builder

To access the AI chart builder, go to Dashboards in ScaleXP and select “New Chart”. Type your request into the...

January 27th, 2026 367 views 0 likes
How to add tracking categories, tags or classes to charts

If you are looking to customize your Dashboards more with tracking specific ‘Tracking Categories,’ ‘Tags’ or ‘Classes’, then this article...

January 30th, 2026 379 views 0 likes
How to graph year on year results

To create year on year comparisons, create a new chart or edit an existing one and go to Chart Name...

February 28th, 2026 227 views 0 likes
How to build a year on year comparison chart

In Dashboards tab, select “Add a Chart” Then “Create new chart” Then select “Comparison Chart” Select the data or metric...

April 22nd, 2026 187 views 0 likes
How to create a chart for a single subsidiary when reporting at the parent

When you log in at the parent, dashboards show consolidated results across the whole group by default. This article shows...

July 27th, 2026 34 views 0 likes

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Charts

I want to rename a graph or a dashboard

How do I hide or unhide a graph component?

How do I download a chart or graph?

How to customize a chart

How to change the colors in a chart or graph

How to change or delete the summary at the top of a chart or graph

How to change chart settings between month, quarter and year

How to add commentary to a chart in a presentation

How to add number labels to charts

How to copy a chart

Getting started with dashboards

How to create your own waterfall chart & customize it

How to add a ranked customer list (top 10, top 20) to a dashboard or presentation

How to use the AI chart builder

How to add tracking categories, tags or classes to charts

How to graph year on year results

How to build a year on year comparison chart

How to create a chart for a single subsidiary when reporting at the parent