Generate and Embed a Financial Performance Graph Using CalcGen

2024-09-30 • 5 min read

Generate and Embed a Financial Performance Graph Using CalcGen

As a Finance Manager looking to visualize your data, you can easily create a graph that shows financial performance across multiple metrics using CalcGen. This guide outlines the steps tailored for you to generate and embed your financial performance graph seamlessly.

Step-by-Step Guide

Step 1: Upload Your Data Table

  1. Log in to CalcGen: Open CalcGen and log in to your account. Choose a plan: Based on your needs, select between our student and scholar tiers. Both tiers provide excellent value and give you access to our features.
  2. Upload Your Data: Click on the Upload button to select your data table. This table should include the financial metrics you want to visualize.

Step 2: Describe Your Inputs

  1. Specify Your Requirements: After uploading the data table, describe exactly what you want to plot. For instance, you might specify categories such as "revenue," "expenses," and "profit margins," along with sorting and filtering options relevant to your financial metrics.

Step 3: Generate Your Graph

  1. Create the Graph: Click on the Generate button. CalcGen will process your inputs and create a default line plot that visualizes the financial performance metrics.
  2. Preview the Graph: Review the generated graph to ensure it accurately reflects your financial data. If you need a different visualization, you can choose from options like a bar chart maker or pie chart generator after the initial generation.

Step 4: Customize and Edit

  1. Customize Your Graph: Tailor the graph further by adjusting colors, labels, and any other relevant parameters to enhance clarity and presentation.
  2. Edit Title and Description: Make sure to update the graph’s title and description to accurately represent the financial performance metrics displayed.

Step 5: Embed the Graph

  1. Get the Embed Code: Once satisfied with the graph, locate the Embed option to obtain the HTML code for embedding the graph into your website or application.
  2. Copy the Code: Copy the provided embed code, which typically appears as <iframe src="..."></iframe>.

Step 6: Paste the Code into Your Platform

  1. Navigate to Your Website: Go to the content management system (CMS) where you want to embed the financial performance graph (e.g., WordPress, Wix, or any other platform).
  2. Embed the Code: In the appropriate section (like a custom HTML block), paste the embed code where you want the graph to appear.

Conclusion

By following these steps, you can effectively generate and embed a financial performance graph using CalcGen. This process allows you to visualize key financial metrics, facilitating better analysis and presentation of your data.

Utilizing features that enable you to specify inputs, customize options, and easily embed your visualizations will enhance your financial reporting. Start using CalcGen today to turn your data into impactful visual stories that communicate your financial performance clearly! For more tutorials, check out our guide on Creating Interactive Line Charts.