View time series charts and tables from the Deal Details tab.
When the Time Series feature is enabled in a workspace, and time series data is mapped to a Deal, the data and charts can be viewed under the Deal Insights tab within a deal. (View Time Series Data in Deal Insights)
However, it may be useful to also have the time series table and charts available on the Deal Details as a panel of the Deal Layout. Having time series charts and tables in the Deal Layout make them more accessible and available to be exported into PDF. (Export a Deal Tab to PDF).
💡Things to Consider
Before a time series panel can be added to a Deal Layout, the time series data must be linked to a deal.
⚙️Steps
- Navigate to a deal that contains time series data in the Deal Insights tab.
- Select "Edit Layout".
- Select "Add Panel"
- Select "Time Series"
- Select "Save" to save the layout template
- Select the ⁝ icon or "click here" to configure the Time Series Panel.
- Select the "Chart" dropdown and select a time series chart to display. Charts must be existing to pull into the dropdown. See Link Time Series Data to a Deal in TermSheet.
- Select the "Default tab" dropdown and select either Chart or Table. Chart will display a visualization and table will display the data in a grid.
- Select a date range, then select the save icon on the panel to save the changes to the layout.
- Repeat the steps above to add both the chart and the table to the layout as shown below.
