How to change chart settings between month, quarter and year

Learn how to easily switch between different time frames in your charts to analyze data on a monthly, quarterly, or yearly basis.

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 16th, 2025

It's easy to change time periods and move data analysis between annual, quarterly, and monthly in ScaleXP. For annual, you have the choice of full year or year to date. To create a chart in quarters or years, go to Dashboards and select or create a chart with the data you want to show.  Then, on the existing chart, click on the three dots (top right of chart)>Configure Chart. Scroll up to select Chart Name & Settings (left sidebar, at the top)

 

 

 

 

 

Use the Chart period drop down menu (left sidebar, bottom) to select the time period.  

Save your changes (top right).  Exit (top right).