Using Tables and Charts
Last updated on 2025-03-03
Overview
Charts and tables can be used to visualize your data, either within the Spreadsheet workspace or the Dashboard workspace.
- Charts are useful if you want to visualize several variables.
- Tables are helpful if, for example, you want to drill down and see the details on one variable.
This article contains the following sections:
Creating Tables or Charts
To create a table:
- Right-click a variable in the spreadsheet workspace and choose Create Chart | Table.
- In the Dashboard workspace, click the + icon at the bottom left and select Table from the displayed list.
To create a chart:
- Right-click a variable in the spreadsheet workspace and click Create Chart.
- In the Dashboard workspace, click the + icon at the bottom left and select the desired chart type from the displayed list.
- Drag & drop variables onto an existing chart/table from the spreadsheet workspace (when you have the charts side-panel open).
- By right-clicking on a chart, you can duplicate it (or delete it).
Editing Tables or Charts
You can edit tables or charts
- In the toolbar of the Spreadsheet workspace, by clicking the Charts icon
- In the Dashboard workspace
To edit tables or charts, navigate to the toolbar on the top right:
Table settings toolbar
Table Settings and Chart Settings
The following section describes the most important options to enhance the data presentation, change data etc. if you use a table or chart.
For a comprehensive overview of the available settings for charts and tables, you can also consult the documentation of the former product Causal:
- For charts: Charts - Causal University
- For tables: Tables - Causal University
Please keep in mind that some functionalities may differ from the Lucanet xP&A solution.
Time Aggregation
This lets you define how the variables are displayed across time (e.g. monthly, quarterly, yearly), and toggle between them easily.
Time aggregation settings of a chart
See section Time Aggregation in Aggregation Functions if you want to change how a variable aggregates into quarters or years (the default setting is sum).
Setup, Display, and Advanced Settings
In the toolbar, click the edit icon 
to open the settings dialog:
Table settings dialog
The following options are available:
Option
Description
Filters
This lets you define a "filter" on a particular dimension (e.g. time, 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.
Series
You can easily add, rename, format, reorder, and delete variables in the Series section.
If a variable is broken down by a Dimension, then by default, xP&A will keep the breakdown. If you wish to 'aggregate away' the underlying dimension items, you can do so by clicking the variable and clicking the minus icon in the Dimensions breakdown section.
Deactivating the dimension breakdown for a variable
Growth rate
On the Display tab, click Growth Rate to display the period-over-period growth rates at each time step.
Date range
By default, the chart will display the entire model date range. However, if you would like to shorten this, you can select a custom start and/or end date for the chart in the advanced settings.
Value
On the Display tab, click Value to display the value for each time step.