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Pie and Doughnut Chart Settings

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

A pie chart visualizes a data series as a circular chart with slices sized proportionally to represent the data values.

A doughnut chart visualizes a data series as a circular chart. This chart is similar to a pie chart without the center.

The following are examples of a pie chart and doughnut chart  – both show revenue for March. The pie chart shows revenue by product and the doughnut chart shows revenue by the dimension location.

Examples of a Pie Chart Showing Revenue by Product and Doughnut Chart Showing Revenue By Location

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. 



The chart title.

Character Limit: 50

Data Labels

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

Data Labels

Indicates whether to show or hide data labels on the chart. 

  • On: Show data labels
  • Off: Hide data labels


Defines the font type and color for this setting.

Labels Type

Determines if data displays as a percent or a numeric value.

Possible Values:

  • Percent (%)
  • Data


Provides settings for styling the legend on the chart.


Shows or hides the legend on a chart.

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


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. 


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.


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.


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

Character limit: 50 characters


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


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


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.


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.


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


Possible values:

  • Time
  • Dimension
  • 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.


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


Sets the time scale for the data set.

Possible values:

  • Month
  • Quarter
  • Year


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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