HomeCharts and DashboardsCreating charts & tables

Text

Text is useful for providing context alongside your models and dashboards (e.g. variance analysis, model reforecast reasoning etc).

  • Type and format text like you normally would in any other text editor (e.g. Google Docs, Notion), add hyperlinks, ordered lists, bold/italic/underline
  • Reference live variable values by typing / (e.g. /Revenue), then choose which time step you want to reference (last actual date, today, and final).
    • Last Actual Date will be the default option when a Last Actual Date exists in the model. This means that when you refresh your data (and have a new Last Actual Date), your variable references within text on dashboards will auto-update too ✨
  • Mention people in text by typing @ (e.g. "@Taimur reported the variance was due to X")
    • Note: This does not notify them via email, rather it is a way to name others within commentary where relevant
  • Add Headings using the following shortcuts # Heading (big heading), ## Heading (medium heading), ### Heading (small heading)