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Bar and Column Chart Settings

Describes appearance, data, and time settings for bar and column charts in the Discovery new user interface.

A bar chart visualizes multi- data series as horizontal columns, where the y-axis is time or dimension. This chart is similar to a column chart where the axes are switched.

A column chart visualizes a data series as vertical columns, where the x-axis is time or a dimension.

The following is an example of a bar chart that shows Revenue for Q1:

Example of a Basic Bar Showing Product, Service, and Maintenance Revenue for Q1

The following is an example of a column chart that shows yearly revenue with a profit trendline:  

Example Column Chart Showing Product, Service, and Maintenance Revenue Yearly Plan with a Gross Profit Trendline

If a data point has no value on a bar or column chart, Discovery shows the period or dimension without the bar or column. 

Appearance Settings

Appearance Settings Tab Click the Appearance Settings tab in the right panel to change the appearance for the selected chart. The appearance settings that are available will differ based on the chart type. 

General

Name

The chart title.

Character Limit: 50

Data Labels

Expand the Data Labels section to configure display options for data labels.

Font

Defines the font type and color for this setting.

Axis

Defines the style and format for the primary and secondary axes. You can set primary and secondary axes independently.

Settings for the secondary axis display only if an account is set a secondary y-axis from Data settings > Series Y Axis.

Font 

Defines the font type and color for this setting.

Axis Title

Determines the title that is displayed on the axis.

Possible values:

  • Account Units 
  • Account Name
  • Account Short Name (Units)

Axis Auto Scaling 

Indicates if the axis will automatically scale. If Axis Start at Zero is off, the scale is based on the values in the data series. 

  • On: Auto scaling is on
  • Off: Auto scaling is off. You must set the axis minimum value and axis maximum value.

Axis Start from Zero

If the axis is set to auto scaling, indicates if the axis value starts at zero. 

  • On: Axis starts at zero.
  • Off: Axis values starts at the minimum value. 

This setting is available only when the auto scaling is on.

Axis Minimum

Sets the lowest point on the y-axis when the axis is not set to auto scaling.

Axis Maximum

Sets the highest point on the y-axis when the axis is not set to auto scaling.

Axis Interval

Defines the interval when the axis is not set to auto scaling.

Legend

Legend

Shows or hides the legend on a chart.

  • On: Show the legend.
  • Off: Hide the legend.

Font

Defines the font type and color for this setting.

Conditional Formatting

Settings to define conditional formatting rules. Rule expressions can only reference data series in the chart.

Add a Rule

DISC-AddRuleIcon.png Click to create a new conditional formatting rule. The Conditional Formatting dialog displays. Provide the following to create the rule:

  • Description: A brief description of the rule.
  • Expression: A rule for that evaluates to true or false. If true, the condition is met and the data is conditional formatted in the color specified.  Click Help Icon for syntax rules and list of operators.
  • Color: Choose a color to format data that meets the condition.
  • Series: Choose the data series to apply the rule to.
Reorder, Edit, or Delete a Rule

You can reorder, edit or delete rules in chart. To edit or delete, hover your mouse over moreIcon.png and choose Edit or Delete. To reorder rules, drag the rule to the new location using the DIS-handlerIcon.png handler.

Rule in the Chart Appearance Setting

Data Settings

 Click the Data Settings tab in the right panel to configure settings for account data. The Data settings that are available will differ based on the chart type. 

Accounts

Expand the Accounts menu to view, change, delete or add accounts to the chart. To configure the data displayed for each account, expand the listed account.

Account

Each account associated with a chart has its own settings. Click the arrow to expand the settings for the specific account.

Example of the Account Options from the Data Settings tab

If you have a series of accounts in your chart, you can reorder them. Click the Handler icon DIS-handlerIcon.png to drag the account to the new location. Click X to remove the account from the chart.

Name

The name of the account as it will display on the chart.

Character limit: 50 characters

Account

The account added to the chart. 1 Click the arrow next to the account to choose an account. 2 Search for the account or 3  browse the accounts hierarchy to choose an account to display on the chart. Click X to cancel and return to the Accounts section.

Example Account from Data Setting with Account Selection Menu

Version

The originating data source for the account. Click the arrow next to the version to select another version from the selection pane. Click Back or select a version to return to the Account setting.

The default, From version selector pulls data from version indicated in the upper right of the application. You can change this default.

Example of a Default Version

Filter

Narrows the focus of the analysis by filtering the account data by dimensions or dimension members. See Chart Filters for more information.

Click the arrow next to the filter value to change or select a filter. 

You can search or browse for a dimension. Type a keyword and click DIS-searchIcon.png to search. Use the Dimension tab or Search tab to browse results. A numbered set of links appears at the bottom of the search results if more than one page of results is returned. Click the link to go to the search results page.

Choose each dimension or dimension member to include in the filter. You can choose more than one dimension and dimension members for the filter. Click Back to return to the Account setting.

Series Type

Indicates how the data series for this account displays in the chart. If you have multiple data series in a chart, you can set a series type for each.

Possible Values:

  • Follow Chart: Displays the series data based on the chart type.
  • Line: Displays the series data as a line.
  • Column: Displays the series data as columns.
  • Area: Displays the series data as an area.
  • Scatter: Displays the series data as data points. For Sales Planning only.
Data Labels

Indicates if data labels are displayed on the chart.

  • On: 
  • Off: 

toggle to display or hide data labels on the chart.

Accumulate Series

Indicates if data accumulates over time, where each data point is an cumulative value of the prior data points.

  • On: Shows the accumulated value at each data point.
  • Off: Shows the actual value at each data point.
Trendline

Indicates if a trendline will appear in front of the columns for the selected account.  A trendline indicates if data is increasing or decreasing at a steady rate.

  • On: Show a trendline.
  • Off: Do not show a trendline.
Color

Indicates the color for the account. The color associated with the account is also indicated in the account settings header to the left of the account name.

Color Indicator for an Account

Display Units

Sets the unit format to display on chart axes.

Possible Values:

  • Follow Account:  Uses the display units set from the account.
  • #,000,000 (#,##0.#): Displays as millions with one decimal.
  • # (#,##0): Displays as thousands with no decimals.
  • #,000 (#,##0.#): Displays as thousands with one decimal.
Series Y Axis

Indicates if the y-axis for this account will show as the primary or secondary axis on the chart. Use the Axis section of the Appearance Settings tab to change the appearance the primary and secondary axes

Time Alignment

Determines if the analysis is based on the current period or an offset.

Possible values:

  • Current
  • Previous
  • Next

If you select Previous or Next, you must specify the offset.

Breakdown 

Settings that determine how to break data into granular categories, such as by time (months, quarters, years) or by dimension (level, location, product).

Breakdown

Determines the method for breaking down data into categories.

Possible Values:

  • Time. Breaks data down by time as defined by the Time settings. For example, each month in a year.
  • Dimension. Breaks data down by a dimension, such as location or product. If selected, you must select a dimension.
  • None. 

Dimension

Specifies how to break down the analysis even further for any breakdown method.

Possible Values:

  • Time
  • Dimension. If selected, you must select a value breakdown dimension.
  • None 

Value Breakdown Dimension

Specifies the dimension when the breakdown is Dimension.

Stacked

Indicates if data for each component on the secondary axis are stacked vertically.

  • On: Show stacked data. If selected, optionally set Show Stacked Total.
  • Off: Do not show stacked data.

Show Stacked Total

Displays if the Stacked setting is on:

  • On: Show the stack total.
  • Off: Do not  show the stack total.

Inlay Rendering

Indicates if two data series ares visualized as embedded one in front of the other. The order of the inlay is based on the order of the accounts, where the first account is the furthest back and the second account is positioned in front of the first.

  • On: Show data as Inlayed.
  • Off: Do not show data as inlayed.

Limit: Two data series

Sorting & Limits

Expand the Sorting & Limiting menu to define how to sort and limit data on a chart. Sorting and limiting is available for all chart types except crossbar. You get best sort and limit results with area, bar, column, and line charts when the Breakdown is set to a dimension.

See Narrow the Data Focus on Charts for more about settings available to filter, sort, and limit data the that you want to analyze.

 Sort By

Specifies the element to sort by.

Possible values:

  • None (default)
  • Data Series: Based on accounts or calculations added as data series to the chart
  • Dimension: Based on Breakdown selection

Sort Order

Indicates whether to sort data in ascending order or descending order. This option is available when the Sort By is a data series or dimension.

Limits

Indicates how to limit the data that displays in the chart.

Possible values:

  • Show all records (default): 
  • First N
  • Last N
  • First % N
  • Last % N

When any First or Last option is selected, enter a numeric value to indicate the number or percentage to limit by. For example, if you choose Last N and enter 10, the chart will display the last 10 records on the Sort By and Sort Order selections. If you choose First % N and enter 10, the chart will display the first 10% records based on the Sort By and Sort Order selections. If the record set is 100, the chart displays the first 10 records.

Time Settings

DIS-timeSettingsTab.png Click the Time Settings tab in the right pane to configure data settings for the selected chart.

 General Section

Stratum

Sets the time scale for the data set.

Possible values:

  • Month
  • Quarter
  • Year

Span

Choose how to evaluate based on a range of time or single period.

Possible Values: 

  • Range: Choose the start and end of the range for pinned charts, or set the start and end offset for unpinned charts.
  • Single Period: Specify the Data Range (Total Period or To Date). Then choose the time period for pinned charts, or set the offset for unpinned charts.

Data Range

For Single Period time span, indicates the time over which to calculate the value.

Possible values:

  • Total Period: Includes all the dates in a period.
  • To Date: Includes all dates up to a specific date.

Pin and Unpin Time

Blue pinPin (blue) to set a fixed time period. The period of time for pinned charts is based on the selected time stratum. For example if you have selected month as the time stratum, you can choose periods based on month-year. For quarter, you can choose periods based on quarter. For year, you can choose periods based on the year.

For Single Period spans, set a specific date, such as May 2017. For Range spans, select the start and end dates, such as May 2017 to June 2017.

Grey pinUnpin (grey) to set relative time to the reference period. You choose the reference period from the perspective toolbar. Relative time is based on the selected stratum. Choose:

  • Current: Matches the current reference date.
  • Backwards: Adjusts backward by the number you enter.
  • Forwards: Adjusts forward by the number you enter.

For Single Period spans, set the relativity for the chart. For Range spans, set the relativity for the start and end of the range. 

 

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