Lucid Financials
  • GENERAL
    • Overview
    • Lucid Status
  • Change Log
  • Financials
    • Overview
    • Tags
    • Table Functions
    • Adding a new report
    • Financial Reports
    • Report Editing
  • Hiring Plan
    • Overview
    • Hiring Settings
  • Assumptions
    • Overview
  • Models
    • Overview
    • Inputs, Calculations and Outputs
  • Settings
    • Settings Overview
    • Company Menu
    • User Access
    • Company Settings
    • User Settings
  • Integrations
    • Integrations Overview
    • Accounting Systems
    • Bank Integrations
    • Payroll Integrations
    • Data Integrations
    • Importing (Including CSV)
  • Model Templates
    • Untitled
    • Create New Template
    • Industry-Specific Model Templates: Optimizing Financial Planning
    • Templates Library Overview
  • Scenario Planning
  • Graphs
    • Graphs Overview
    • Visualizing Financial Data
    • Graph Types
    • Add a new graph
  • AI Reporting and Planning
    • AI Overview
    • Strategizing Global Workforce Allocation
    • Getting Started with Workforce Planning
    • Streamlining Workforce Reductions
    • Projecting Workforce Expansion
    • Crafting a New Hiring Plan
    • Generating Strategic Hiring Plans
    • Financial Copilot Chat
    • Optimizing Scenario Planning with AI
    • Understanding Financial Models with AI
    • Streamlining Formula Generation
    • Empowering Financial Decision-Making
  • Tutorials
    • Finishing Setting Up: Questionnaire,
Integrations,
Choosing Templates, AI Assistance
    • Financial Terms
    • Onboarding
  • Support
  • Import Excel to Lucid Financials
Powered by GitBook
On this page
  • Add a new graph following these steps
  • Step 1: Navigate to the Graphs Section
  • Step 2: Select Create New Graph
  • Step 3: Specify Data Source
  • Step 4: Customize Graph Type and Settings
  • Step 5: Save and Include in the Report
  1. Graphs

Add a new graph

PreviousGraph TypesNextAI Overview

Last updated 5 months ago

Adding a new graph in Lucid Dreams is a straightforward process designed to enrich financial reports with compelling visualizations.

Add a new graph following these steps

Step 1: Navigate to the Graphs Section

  • Access the Graphs section within Lucid Dreams's interface.

Step 2: Select Create New Graph

  • Click on the Create New Graph option to begin creating a new graph.

Step 3: Specify Data Source

  • Choose the data source for the graph, selecting the datasets or metrics to be visualized.

Step 4: Customize Graph Type and Settings

  • Select the desired graph type from the available options and customize settings such as colors, labels, and axes to enhance clarity and highlight key insights.

Step 5: Save and Include in the Report

  • After configuring the graph, review the preview to ensure accuracy and relevance, then save it for inclusion in financial reports.

By adding visually engaging graphs to financial reports, users can effectively communicate insights and facilitate better decision-making within Lucid Dreams.