Adding a graph

You can add a bar graph or a pie graph to the financial statements.


Another option for customizing data is to create a Do-It-Yourself table. See Do-It-Yourself tables for more details.


  1. From the Document Manager, open the CL - Organization standards document.
  2. From the Organization Settings pane, select Knowledge Library.
  3. In the Knowledge Library pane, from the Firm Content section, click the Graphs link. The Firm Graphs Library document is opened.
  4. From the Home tab, in the Content group, click Add New Firm Content.
  5. From the dialog that appears, select the button next to Bar graph 1 to add a bar graph to the financial statements, or select the button next to Pie graph 1 to add a pie graph. You can also add another copy of any bar graph or pie graph that has previously been created. Click OK.
  6. In the Choose the category dialog, select the appropriate graph category and click OK.
  7. In the configuration pane, change the name of the graph content from New Firm Content to the name that you want to use.
  8. In the Graph title field, type the title for your graph.
  9. In the Subtitle field, type the subtitle for your graph. If you do not need a subtitle for your graph, delete the existing subtitle.
  10. If you are creating a bar graph, in the X-axis label and Y-axis label fields, type the labels to use for the X axis (horizontal) and the Y axis (vertical).
  11. In the table below the graph, specify the data to use in the graph. Each line in the table matches an element of the graph. Only non-zero values are included. There are two ways to include data in a graph:
    • To provide a value for the graph, type it into the input cell provided. In the Description column, type a description for this value.
    • To specify a mapping number for the graph, select Mapping from the drop-down at the left of the line, then select the mapping number from the drop-down that appears. The value for the account specified by the mapping number will be included in the graph.


The bar graph or pie graph is ready to use in the financial statements.