Using a point-and-click chart in LivePlan Follow

It can be a bit time-consuming to enter individual numbers into the Varying amounts over time fields in the LivePlan forecast. This is especially true when your plan is very detailed. To make it easier to both enter and visualize your numbers, we've added a point-and-click chart that lets you add and adjust your data by clicking and dragging. Of course, you still also have the option to manually enter numbers into the grid.

Note: You can use this chart functionality with any type of forecast entry.

In addition to making it easier to enter your data, this chart is also interactive. If you are the owner of a mature business, for example, you are likely to be well acquainted with the seasonality curve for your industry. The interactive chart shows you that curve visually and allows you to make adjustments by quickly nudging the numbers.


Using the point-and-click chart

Point-and-click charts are available in the LivePlan forecast wherever the Varying amounts over time option exists:


As illustrated below, you can click a point on the chart to enter a single number, or drag a point to draw a line that sets several numbers:

interactive chart Screen Recording 2015-

When you set a point on the chart, or drag a point to create a line, the corresponding fields in the grid update with numbers automatically. If you drag a point out of range, or hold a dragged point out of range for a reasonable amount of time, the range of the vertical axis will automatically change to accommodate the value of that point. 

Of course, you can always enter numbers directly into a fields in the grid. When you do this, the chart will update to match. Any zeroes or invalid entries will create gaps in the chart's line.


Using the interactive chart with multiple years of monthly data

The example above shows a plan with one year of monthly detail and two annual years. However, you can have up to three years of monthly detail in a plan. In that case, there will be an interactive chart for each of these years.

Only one chart is displayed at any given time for each Varying amounts grid. Initially, the chart will show above the numbers for Year 1. If you place your cursor on a different year, the chart for the first year will move out of view, and the chart for the year you chose will come into view:

Screen Recording 2015-11-30 at 05.07 PM.

Using the touch interactions on iPad

The interactive chart component is fully functional on an iPad. It behaves the same way as on a desktop, with the following exceptions:

  • You can touch a spot on the chart to place or move a point.

  • You can slide your finger across the chart to draw your seasonality curve.

  • You can touch and hold a point, then drag it to a new location, including out of the chart area to change the chart scale. As you drag a point, the corresponding field updates constantly to show the new value.
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