Creating charts
This page summarizes the common setting options for both tables and charts, however they each do have their own nuances. See Tables and Charts respectively for more.

Creating charts

There are a few ways to create a chart in Causal
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  • Selecting the variables you wish to chart/table in the spreadsheet workspace, and hitting New Chart.
  • Right-clicking a variable and clicking Create Chart or Create Table.
  • You can also drag & drop variables onto an existing chart/table in the spreadsheet workspace.
  • By right-clicking on a chart, you can duplicate it, delete it, or comment on it.

Editing charts

You can edit charts
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  • In the toolbar of the Spreadsheet workspace, by hitting "Show Charts"
  • In the Charts workspace

Settings on charts

  • These can be found either on the chart itself by hitting the gear icon
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    ; or
  • (in the Charts workspace) on the left pane once a chart is selected

Common setting options across charts

Time Aggregation

This lets you define how the variables are displayed, (and in the case of Tables, summed), across time (e.g. monthly, quarterly, annually), and toggle between them easily. See Time Aggregation if you want to change how a variable aggregates into quarters or years (the default setting is sum).

Relative comparison (e.g. YoY)

You can also compare the value of a variable across relative time periods (e.g. the prior month, the prior year). See Relative Comparison for more.
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Filters

This lets you define a "filter" on a particular dimension (e.g. categories, scenarios, versions), that applies to the whole chart. For example, you might only want to view a single scenario at a time, but be able to switch/toggle between them. You can have multiple filters for different dimensions.

Actuals vs. Forecast

The Last Actual Date setting determines what is shown as an "Actual" in tables and charts. See here for more. ​

Variable by variable settings

  • You can easily add, rename, format, reorder and delete variables in the variables section
  • If a variable is broken down by a Category, then by default, Causal will keep the breakdown. If you wish to 'aggregate away' the underlying category items, you can do so by hitting the category icon and unticking the category box.
  • Show growth rates: displays the period-over-period growth rates at each time step.
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Custom start and/or end dates

  • By default, the chart will display the entire model date range. However, if you'd like to shorten this, you can select a custom start and/or end date for the chart in the advanced settings.

Enable full-width

  • This Display setting enables the chart to be full-width in the Dashboard, and in the Charts workspace.

Show labels

  • Display the value for each time step.

Exporting charts

Click the 'download' icon in the top right of the chart to copy or download it as an image. For tables, you also have the option to download the text directly, or as a CSV both of which can be pasted/opened in a spreadsheet.

Settings specific to Tables & Charts

The above summarizes the common setting options for both tables and charts, however they each do have their own nuances. See Tables and Charts respectively.
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Outline
Creating charts
Editing charts
Settings on charts
Common setting options across charts
Time Aggregation
Relative comparison (e.g. YoY)
Filters
Actuals vs. Forecast
Variable by variable settings
Custom start and/or end dates
Enable full-width
Show labels
Exporting charts
Settings specific to Tables & Charts