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Workday, Inc.

Creating a Chart in a Standard Sheet and Saving to Dashboards

A chart can be created in a standard sheet and saved to a Dashboard.  In the following P&L sheet, I’m using Version Comparison to compare my working budget to prior year actual data.  

To create a chart, I simply highlight data and select the chart icon.

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The chart will appear in the right side of the screen.  Below is a column chart with the working budget data. Because I have prior year actual data as a comparison in the sheet, I can add it to the chart.

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To change the Chart Style or the Chart Detail, click on the Chart Options button and make selections.  

To view the chart, click on the Fullscreen icon:

To interact with the chart, select from any of the options highlighted below or hover over the columns in the chart to see the details.

To save the chart to a Dashboard, select the Save to Dashboards button, select the Dashboard and select Save.

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The chart has been added to the Revenue Overview Dashboard: