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Crosstab Chart Settings

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

The following are examples of a crosstab chart that compares the prior quarter with the current quarter of Revenue, Cost of Sales, Net Income and Gross Margin. The first chart shows accounts as rows and the second shows accounts as columns.

Two Crosstab Charts, One Shows Revenue as Rows and Another Shows Revenue as Columns

Appearance Settings

Appearance Settings Tab Click the Appearance Settings tab on the right to change the appearance for the selected chart. 

General

Name

Indicates the chart title.

Character Limit: 50

Conditional Formatting

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

The following describes the fields on the Conditional Formatting dialog when adding or editing a rule:

  • Description: A brief description of the rule.
  • Expression: A rule 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.

All fields are required.

Data Settings

 Click the Data Settings tab in the right panel to configure settings for the data series.

Limitation: The data slices visualized on a single crosstab chart must be less than 5,000 cells. A data slice is the intersection of the accounts and dimensions in a crosstab chart. If you exceed this limit, the following message displays:

This Crosstab has exceeded the maximum number of allowable cells. This can occur when combining dimensions which have a large number of members.

Columns

Expand the Columns section to manage accounts, dimensions, or time positioned as columns in the chart. 

Accounts

Expand the Accounts menu to view, change, delete or add accounts to the chart. Each account represents a data series on the chart.

Account

Each account associated with a chart has its own settings. Expand the Account to change the settings for the data series.

If you have many data series in your chart, you can reorder them. Click the Handler icon DIS-handlerIcon.png to drag the account to a new location. Click X to remove the account from the chart. The order affects the format and placement of the data series in a chart.

Name

The name of the data series as it will display on the chart.

Character limit: 50 characters

Account

The account added to the chart.

Filter

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

Display units

Sets the unit format to display on axes. Possible Values:

  • Follow Account (default):  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.
Rows

Expand the Rows section to view, change, delete or add rows to the chart. You can add many dimensions or one Time dimension as a row. 

Time Settings

DIS-timeSettingsTab.png Click the Time Settings tab on the right to change data settings for the selected chart.

General Section

Stratum

Sets the time scale for the data set and are based on the calendar setup on your instance. Common values:

  • Month
  • Quarter
  • Year

Span

Indicates the time span: 

  • 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 a 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

Sets time on the chart as pinned or unpinned:

Blue pinPin (blue) to set a fixed time period. The period of time for pinned charts is based on the selected stratum. For example, if you select the stratum:

  • Month: Choose periods based on month-year.
  • Quarter: Choose periods based on quarter-year.
  • Year: 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 time relative to the reference period displayed on 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 time spans, set the relative time for the chart. For Range time spans, set the relative time for the start and end of the range. 

 

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