Create a Financial Planning Embedded Chart

Financial Planning (Prelim Embedded Columns)

Financial Planning Summary (Embedded Columns)

Notes:

Did a few tests when creating the financial planning embedded columns. So far, no issues when embedding one column into another. Had to prompt for the lighter column to overlap the darker column due to visual effects on overlapping risks. Decided to also create a Target metric. When prompting to create a line, it actually created a connecting line, when I meant to show a line associated for that specific period. Looks ok after rendering image, but may decide otherwise after I test with actual data.

Next versions may include embedding data labels to show the net change amounts, or net change %, or both. May also decide to include a right side panel section to include asset categories allocations $/%.