13.6.6 margin summary charts are off

[zoecassell]

Hello! Could someone please help guide me in understanding why my charts are so different from what it is supposed to be?

Mine

Target

[Rashmih]

@zoecassell,

please check your summary settings in the modules' blueprint view...

[ChrisAHeathcote]

@zoecassell

Here are my observations;

1. The margin % summary settings need to be updated. They look to be set to SUM. If so, this is not the correct option. Ratios do not sum up hierarchies but should be calculated at each level.
2. The margin grid is showing all months. You can apply a time settings filter to show forecast months.
3. Resize the charts in board designer to change how the y axis scales. Ensure that this is also set to automatic in chart configuration.
4. Update the number formats for the grid to remove the $ sign and decimal places.

These steps should be clearly itemised in the training so if you are in any doubt double back and review the material again. However, I have hidden clues in my suggestions above so hopefully you will not need to back track through the materials.