--- title: Customize Flowcharts for Advertisers description: Here's How to Customize Flowcharts in Bionic for Advertisers. --- [Skip to content](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#main-content) [![Bionic-Logo-184x60-white.png\]](https://help.bionic-ads.com/hs-fs/hubfs/Bionic-Logo-184x60-white.png?height=40&name=Bionic-Logo-184x60-white.png)](https://help.bionic-ads.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Go to Bionic Website](https://www.bionic-ads.com/) [Go to Bionic Website](https://www.bionic-ads.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Bionic Knowledge Base](https://help.bionic-ads.com/knowledge?hsLang=en) 2. [Bionic for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en) 3. [Build Advertiser Flowcharts](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#build-advertiser-flowcharts) # Customize Flowcharts for Advertisers ## Here's How to Customize Flowcharts in Bionic for Advertisers. In Bionic for Advertisers, you can customize your flowchart regardless of what level (organization, agency team, campaign) you are building your flowchart for.  You can change various aspects of your flowchart, such as dates, grouping, and color coding.   You can also create multiple views for different scenarios and purposes. In this article, we'll cover: 1. [Create a Customized View](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#create) 2. [Update Date Range and Calendar Type](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#update) 3. [Select Your Flowchart's Time Scale](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#select) 4. [Group the Data in the Flowchart](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#group) 5. [Color Code Your Flowchart](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#color) 6. [Add Display Values to Your Flowchart](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#add) 7. [Display Placements and Placement Text](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#display) 8. [Save Your Customized Views](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#save) 9. [Delete Your Customized Views](https://help.bionic-ads.com/knowledge/customize-flowcharts-for-advertisers#delete) ### Create a Customized View When you initially access Flowcharts, the default view will show your placement data by Channel. However, you may want to customize how your flowchart is presented based on what you need to present or report on, and who may be viewing the flowchart. For example, if you are showing this to a client you may need to report specific KPIs and focus costs on Total instead of Net. Customizations can include date ranges, grouping, color coding display values, and summarization. Custom views can also be saved to make them easy to access later. Here's how to create a new or update an existing Customized View: 1. In the Flowchart Tab, Click on **Customize View**. ![A screenshot of a flowchart on the campaign level.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Advertisers/Customize%20Flowcharts%20for%20Advertisers/create.png?width=688&height=262&name=create.png) This will open a menu that will let you make changes to date ranges, time scale, grouping, color coding, and more. Below we will cover each section of this menu to give you a better idea of what each customization setting does. ### Update Date Range and Calendar Type By default, your flowchart will display all of your placements from your media plan.  You can customize the view based on specific dates or time periods. Here's how to update the flowchart Date Range: 1. Click on **Any Time** to adjust the dates. 2. There are 3 ways you can choose your date range: 1. You can select from pre-defined dates on the left, such as This Year or Next Quarter. 2. You can enter specific dates in the Start / End boxes. 3. You can use the calendar selector on the right to pull up the calendar you want and customize by Calendar Type: Standard (Week Begins on Sunday) or Broadcast (Week begins on Monday). 3. Click **Apply** to apply date range filter. ![A screenshot of how to update the date range of a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Configure%20Your%20Flowchart/updating-flowchart-date-range-revised.png?width=688&height=461&name=updating-flowchart-date-range-revised.png) NOTE: To remove the date filter, press the 'x' icon. ![A screenshot of how to remove a date range of a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/removing-date-range.png?width=542&height=75&name=removing-date-range.png)   ### Select Your Flowchart's Time Scale Time Scale provides options for breaking out data on a Weekly, Monthly, Quarterly or Yearly basis.  Here's how to select your customized Time Scale: 1. Choose a Time Scale by clicking on the preferred **Time Scale**. 2. Click **Apply**. ![A screenshot of how to update the time scale of a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/updating-time-scale.png?width=688&height=636&name=updating-time-scale.png)   ### Group the Data in the Flowchart By default, flowcharts are grouped by Channel. Bionic offers two levels of groupings to allow for further customization.  Here's how to customize the way you Group By: 1. Click on the **first dropdown** in Group By setting and select the **field** you wish to Group By.  You can also choose to have no grouping by selecting None. 2. Optionally, select a **second level of grouping** by clicking on the second dropdown, or select None. 3. Click **Apply**. ![A screenshot of how to use the Group By settings.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/customize-group-by-flowchart.png?width=688&height=636&name=customize-group-by-flowchart.png)   ### Color Code Your Flowchart Color coding allows you to apply line items to the flowchart based on a field in the media plan. This can help convey data points in a visually appealing manner. Here is how to color code your flowchart: 1. Use the dropdown to select what field to color code by. 2. Select the **Show Color Coding Labels above bars** checkbox to display the value with the bars. 3. You can adjust these colors by clicking on the color next to value, and selecting from the color chart. You can even use your Client's branding colors! 4. Click **Apply**. ![A screenshot of how to color code a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/color-coding-flowchart.png?width=688&height=643&name=color-coding-flowchart.png)   ### Add Display Values to Your Flowchart Display Values will represent Cost and KPI data that you may need to represent in your flowchart. These include Cost breakouts between Net Cost, Agency Commission, Production and Delivery Costs. It also include Planned and Actual KPI data. Here's how to add display values: 1. In the Display Values drop down, select the Display Value you want to include 2. Click **+Display Value** to add additional display values. 3. Click **Apply**. TIP: When you have multiple display values, you can drag the values to reorder them. NOTE: Click on the "x" icon to remove a display value. ![A screenshot of how to remove a display value a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/close-display-value.png?width=688&height=99&name=close-display-value.png) ![A screenshot of how to add Display Values to a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/display-values-flowchart.png?width=688&height=642&name=display-values-flowchart.png) ### Display Placements and Placement Text You can choose to display placements on the flowchart as well as how you want to placement text to be displayed. ![A screenshot of the placements settings in customized view dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Configure%20Your%20Flowchart/placements-revised.png?width=688&height=601&name=placements-revised.png) #### Placements The option to Show Placements will determine whether Placement level data is presented, or if you would prefer a rolled up summary based on your Group By options.  Here's how to Show Placements on Flowchart: 1. To Show Placements, include a checkmark in the **Show Placement on Flowchart** option. Or remove the checkmark to exclude placements. 2. Click **Apply**. ![A screenshot of how to show placements on a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/placements-show-checkbox.png?width=642&height=279&name=placements-show-checkbox.png) #### **Placement Text** When displaying placements, Bionic will display the "Placement Name". If this name is long, it may run off of the screen view. You can opt to wrap this line to ensure the complete Placement Name is included. Here's how to customize your placement text: 1. Select one of the two options for Placement Text: 1. **Wrap Multiple Lines** - Will wrap any text to multiple lines as needed to display the entire content 2. **Show Single Line** - Will display a limited amount of text up to the end of the line space followed by ellipses (...) 2. Click **Apply**. ![A screenshot of how to wrap or show single line placement text on a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Configure%20Your%20Flowchart/placement-texts.png?width=642&height=279&name=placement-texts.png)   ### **Save Your Customized Views** Once you have completed customizing a flowchart view, you can then save it to use in the future in other Agency Teams. NOTE: The default view is called "By Channel".  If you make any changes, this view will flag itself with *(customized)*  to let you know it has changed from the original default view. Here is how to save your customized view: 1. Once you have applied any changes to the view, a Save button will appear. If you wish to save your view changes, click **Save.** 2. Select how you would like to Save this View: 1. Choose the **Update the View** option if you wish to save the changes to the current view. 2. Choose the **Save As a New View** option if you wish to create a completely new view. 3. If saving as a **New View**, enter the name you wish to call this view. 4. Identify whether this view should be available to just **this Agency Team, or for All**. 5. Click **Save** to confirm the changes. ![A screenshot of the Save View dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Advertisers/Customize%20Flowcharts%20for%20Advertisers/save.png?width=688&height=370&name=save.png) The new view will now be available in the Views Dropdown list. ![A screenshot of the Customize View list.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Advertisers/Customize%20Flowcharts%20for%20Advertisers/save-1.png?width=217&height=215&name=save-1.png)   You also have the ability to view any saved customized view in different currencies by selecting the Currency dropdown. ![A screenshot of how to update currency for a flowchart.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Manage%20Flowchart%20Views/currency-select-revised.png?width=688&height=335&name=currency-select-revised.png)   ### **Delete Your Customized Views** You are able to delete views except for the default view *By Channel*. Here's how to delete a customized view: 1\. Click on the **Delete View** button. 2\. Confirm you wish to **Yes, Delete This View**. ![A screenshot of the Delete View button.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Manage%20Flowchart%20Views/delete-flowchart-button.png?width=688&height=81&name=delete-flowchart-button.png) ![A screenshot of the Delete View confirmation button..](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Manage%20Flowchart%20Views/delete-flowchart-confirm.png?width=668&height=306&name=delete-flowchart-confirm.png) #### Next Steps - [Download Flowcharts for Advertisers](https://help.bionic-ads.com/knowledge/download-flowcharts-for-advertisers?hsLang=en) - [Bionic for Agencies](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#main-content) - [Introduction to Bionic](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#introduction-to-bionic) - [Manage Your Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-advertisers) - [Manage Your Campaigns](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-campaigns) - [Create Perfect Media Plans](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#create-perfect-media-plans) - [Manage Your Ads](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-ads) - [Manage Your Vendor Database](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-vendor-database) - [Automate RFP Workflow](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#automate-rfp-workflow) - [Create Beautiful Flowcharts](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#create-beautiful-flowcharts) - [Share Campaigns With Your Client Teams](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#share-campaigns-with-your-client-teams) - [Report DEI Scorecard](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#report-dei-scorecard) - [Send Electronic Insertion Orders](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#send-electronic-insertion-orders) - [Manage Media Tasks](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-media-tasks) - [Deliver Flawless Naming Conventions](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#deliver-flawless-naming-conventions) - [Automate Ad Server Trafficking](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#automate-ad-server-trafficking) - [Integrate Performance Data](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#integrate-performance-data) - [Monitor Plan Schedules](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#monitor-plan-schedules) - [Monitor Ad Spot Delivery](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#monitor-ad-spot-delivery) - [Monitor Ad Delivery Pacing](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#monitor-ad-delivery-pacing) - [Automate Reporting](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#automate-reporting) - [Deliver Perfect Client Dashboards](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#deliver-perfect-client-dashboards) - [Reconcile Vendor Bills](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#reconcile-vendor-bills) - [Generate Tracking URLs](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#generate-tracking-urls) - [Integrate Your Accounting](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#integrate-your-accounting) - [Administer Your Account](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#administer-your-account) - [Integrate Your Bionic Data](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#integrate-your-bionic-data) - [Customize Bionic for Agencies](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#customize-bionic-for-agencies) - [Troubleshoot Bionic for Agencies](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#troubleshoot-bionic-for-agencies) - [FAQ - Frequently Asked Questions](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#faq-frequently-asked-questions) - [Bionic for Ad Sales](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#main-content) - [Get Started](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#get-started) - [Respond to an RFP](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#respond-to-an-rfp) - [Manage Your Programs](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#manage-your-programs) - [Manage Ad Sales Users](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#manage-ad-sales-users) - [Handle Orders](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#handle-orders) - [Understand Program Performance](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#understand-program-performance) - [Benchmark Your Performance](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#benchmark-your-performance) - [Handle Sales Leads](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#handle-sales-leads) - [Troubleshoot Bionic for Ad Sales](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#troubleshoot-bionic-for-ad-sales) - [Bionic for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#main-content) - [Introduction to Bionic for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#introduction-to-bionic-for-advertisers) - [Manage Agency Teams](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#manage-agency-teams) - [Manage Campaign for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#manage-campaign-for-advertisers) - [Build Advertiser Flowcharts](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#build-advertiser-flowcharts) - [Monitor Schedules for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#monitor-schedules-for-advertisers) - [Monitor Media Investment Patterns](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#monitor-media-investment-patterns) - 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