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Data Breakdown

Breakdown settings slice data in categories or segments, such as by time period, sub-accounts, or dimensions. You can specify the breakdown from the Data Settings tab of a chart. Most chart types have data breakdown options – Gauge, KPI, Crosstab, and Scorecard charts do not.

Breakdown Options Descriptions Chart Type
Dimension Breaks data into categories for in-depth analysis, such as Sales Channel, Location, Product, and many other possibilities. Area, Bar, Column, Doughnut, Line, Pie, Pyramid
None Accounts are not broken into categories. Area, Bar, Column, Line
Metric Breaks data into categories as defined by the account. For example, a waterfall can break data down by Sales metrics: Total Revenue, Cost of Sales, Gross Profit, Admin Costs, and Net Profit.  Waterfall
Series Breaks data by a series as determined by the accounts added to the chart. For example, if you breakdown data by series in a Revenue pie chart, slices are product, service, and maintenance revenue. Doughnut, Funnel, Pie, Pyramid,
Time Stratum or
Breaks account data into time periods, such as month, quarter, and year. Area, Bar, Column, Doughnut, Line, Pyramid, Waterfall

Second Level Breakdown 

For Area, Bar, Column, and Line charts, you can set a first-level and second-level breakdown as way to group and analyze more granular slices of data. For example, you might be interested in reporting on yearly revenue by quarter, but want to breakdown the data further by location or product.

Column Chart Breakdown Examples

Breakdown by Time

The following is an example of a column chart with breakdown by time. Each month in Q1 shows actual revenue for smartphones, mobile services, and maintenance. This chart represents a default setup for a column chart. 

Column Chart with a Time Breakdown

For an actuals overlay, the background color displays automatically to indicate an overlay.

The following is the same chart with a stacked data series. You can choose to stack or inlay data from the Breakdown section in Data Settings. 

Example Column Chart with a Stacked Data Series

Breakdown by Dimension

The following example shows revenue for smartphone, mobile services, and maintenance with breakdown by the location dimension instead of by time. On the Data Settings tab, change the breakdown from Time to Dimension. Choose Dimension as the element and Location as the dimension value.

Column Chart with breakdown by Location Dimension

No Breakdown

If you want to compare a data series without a time or dimension breakdown, choose None as the Breakdown setting. The following column chart has no breakdown. This chart shows the actuals for three revenue streams: Mobile services, Smartphones, and Maintenance Contracts for Q1 (January-March).

Example of a Column Chart with No Breakdown

Pie Chart Breakdown Examples

You can break pie and doughnut charts by series, time, or dimension.

Breakdown by Series

The following is an example of a pie chart that shows actuals for revenue by data series: Smartphone, Mobile Services, and Maintenance. This chart represents a default configuration for a pie chart. 

Pie Chart with Revenue broken down by Data Series

Breakdown by Dimension

You can slice a pie or doughnut chart by a dimension.

The following is an example of a pie chart that show revenue actuals by location. Each slice represents the revenue totals for smartphone, mobile servies, and maintenance for the location.

Pie Chart with Breakdown by Location Dimension

Breakdown by Time

Sometimes, it makes sense to breakdown data in a pie by time. The following example shows two pie charts. Each chart is one data series with breakdown of revenue by time. The pie slices in each chart represents revenue for a year – one slice for each year from 2015 through 2017.

Example Pie Charts with Breakdown by Time

Waterfall Breakdown Examples

You can break waterfall data down by metric, dimension, or time.

Breakdown by Metric

The following is an example of a waterfall that  compares planned revenue to actuals for the previous year. The breakdown is by metric, where each step is revenue for three product lines.  This chart represents a default configuration for a waterfall chart.

Example Waterfall that Compared Planned Revenue with Actuals

Breakdown by Dimension

The following waterfall chart shows breakdown of revenue by the location dimension.

Waterfall with Breakdown by Location Dimension

Breakdown by Time

The following waterfall chart shows breakdown by time. This chart helps you visualize how revenue was recognized each month in Q4.

Example of a Waterfall Chart with Breakdown by Time

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