This editor lets you change the name of the component. The display name appears at the top of the component (for example, a dashboard’s display name is on its tab, a ribbon’s display name is in its title bar, and so on) and is used to refer to it in the Components menu.
Special characters are not supported in display names.
This editor only appears in the Visual Designer.
Set how wide you want the dial to be in relation to its height. The options are 1 x 1, which makes it a square; 2 x 1; 3 x 1; 4 x 1; 5 x 1; and 6 x 1.
On a freeform dashboard, you can change the height and width manually by clicking and dragging the edges of dials.
Choose the data to show on the dial and what appearance you want each data series to have using the Data Settings editor.Depending on the dial, you can add up to ten series of data. A series can be an account, level, metric, or other set of data.
For users with access to more than one disparate level (that is, levels in different places of the Organization Structure), a synthetic level is shown that refers to all those users' levels in one place.
Use the arrows in the Select series section of the editor to change the order of series (this affects the order in which they overlap in some dials, like area and line charts). Click Add or Delete to add or delete series.
You can add up to ten series of data in the data editor. Some dials have a limited number of series they can display. Those dials always display that number of series, starting from the top. You can still add up to ten series while editing those dials, then rearrange the series’ order so that the ones you want are displayed.
Click a series to edit it. For each series, choose:
- Version to display (actuals, a specific plan version, or From version selector, meaning whatever version the user selects while viewing the dial).
If the actuals version is selected, the Zone Version field appears where you select the plan version to be used for calculating zones. See Account Zones for more information.
Account you want the data to come from.
- Name and Abbreviation to be used for the account on the dial itself (these auto-populate with the name and short name of the account, but you can change them if you like).
Note: Administrators can create short names for accounts, versions, levels, dimensions, and dimension values. These short names are then used in Discovery as labels in dials rather than the whole name. Any changes made to the Abbreviation field apply only in Discovery, and do not change the short name of the account.
- Data Filter (optional).
- Series Y Axis is Primary (appears on the left side) or Secondary (appears on the right side). This is particularly useful if the dial displays series that use different units (for example, a monetary series and a percentage series)
- Display Units you want the series to use.
Although there are default units associated with accounts, you can select different units to display data in. The selections are filtered based on the type of metric. When you click the down arrow in Display Units, the Current Metric Settings screen appears.
If the Display Unit has a value set for family, type, and unit format, the values appear in the fields on this screen.
Checking Follow Metric Default sets the family, type, and unit settings to read-only and set the values to the default unit for the metric. Unchecking Follow Metric Default lets you select different unit display formats. When you click Apply, the units appear in the updated format.
The Appearance Tab allows you to set the appearance of each series of data. You can use the default settings or adjust them to customize your dial.
You can set:
- Series Type: The format the series appears in (for example, a line or an area).
- Series Color: The color of the data. Choose from company preset colors or from a standard palette.
- Series Shadow: Select whether the series should have a shadow or not.
- Marker Size: Choose the size of the markers for each series of data.
- Marker Style: Assign different shaped markers to different series of data.
- Line Width: Line dials only. Set the width in pixels of the line representing the data.
- Line Style: Line dials only. Set whether the line representing the data is solid, dashed, dotted, or a combination.
- Column Width: Column dials only. Set the width of the column as a percentage of the data point interval.
- Column Style: Column dials only. Set the appearance of the column from options including flat, cylinder, and fade.
Once you have the series set up, you have a set of choices that affect the dial as a whole:
- Break down data by: This selection determines how the data of each series is broken down. Your options are:
- Time: Puts time along the X axis and value on the Y axis.
- Category dimension: Uses whatever you choose in the Category dimension drop-down along the X axis.
- Account: Puts accounts on the X axis and monetary value on the Y axis. Useful for comparing different departments’ performance, for example.
- Time and Value Dimension: Puts time on the X axis and whatever you select in the Value dimension drop-down on the Y axis. Also used when creating stacked column charts. See Stacked Column Chart for more information.
- Category and Value Dimension: Puts whatever you choose in the Category dimension drop-down on the X axis and whatever you choose in the Value dimension drop-down on the Y axis.
- Category dimension: If you choose to break down data by category, this is where you specify which category dimension to use.
- Value dimension: Offers you a choice of all accounts, levels, and dimensions in your model.
The Pinned check boxes let you “pin” your selection so that the dial won’t change even if a user changes the context for the dashboard it’s on. For example, if you set the Category dimension to a particular level, a user viewing the dial can change that level by changing the level in the Context Pane. Checking the Pinned check box next to the Category dimension drop-down causes that selected level to stay the same regardless of changes made in the Context Pane.
The Labels tab (line, area, and column dials only) lets you specify the settings for the selected series’ labels. Its fields are:
- Show Data Labels: Select whether to display data labels on the dial.
- Label Position: Set the data label position relative to the data points.
- Label Type: Select between Data values, Percentage of total value, and X-axis label.
- Label Precision: Set the decimal point precision of the data labels.
The Y Axis tab appears only if the dial is in dual or multi-chart mode. It lets you specify the settings for the Y axis of the selected series.
- Y Axis Scale:Select between Auto and Manual.
- Y Start From Zero: Auto only. Specify whether the Y axis starts at zero.
- Y Axis Maximum: Manual only. Specify the highest point on the Y axis.
- Y Axis Minimum:Manual only.Specify the lowest point on the Y axis.
- Y Axis Interval: Manual only. Specify the interval of marks on the Y axis.
The Empty Points tab (line, area, and column dials only) lets you specify the settings for how the selected data series displays data points for which there is no value.
- Show Empty Points: Select Yes to display empty points, No to hide them.
- Empty Point Value: Select Average to assign the average of the points on either side of the empty point to the empty point, or select Zero to assign a value of zero to empty points.
- Color: Select a color for empty points.
- Line Style: Select a line style to use when the series contains empty points.
- Marker Style: Select a marker style for empty points.