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Chart and breakdown

Chart modes, AI insight, and the breakdown table's columns, options, and exports.

Cost over time

ModeShows
StackedEach group stacked, so the top line is the total
BarsGrouped bars per period
100%Each group's share of each period
LinesOne line per group, for comparing trends

Select Show AI insight for a one-line explanation of the chart, such as which group drove the largest change. The legend under the chart shows each group's total for the range.

Breakdown table

The breakdown lists every group with:

ColumnMeaning
GroupThe value of the current hierarchy level. Tick or untick to include it in the chart.
Total costTotal for the range. Select to sort.
ShareShare of the total
TrendSparkline across the range
One column per periodCost in each day, week, month, or quarter

The Total · all row sums every group. Pagination at the bottom sets rows per page.

Table controls

ControlWhat it does
Find…Search rows
ColumnsChoose which columns show
Table / Tree tableOne level at a time, or every level expandable
Granular / CumulativeCost per period, or running total across the range

Breakdown menu (⋯)

OptionWhat it does
Totals rowShow the totals row (at the top by default)
Pin totals to bottomMove the totals row to the bottom
Δ month-over-monthAdd a change column
Compact numbersShow $41.8K instead of $41,812.33
Export CSVDownload the table
Add to canvasAdd the current chart and table as a widget on a canvas you choose

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