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Scorecard Chart Settings

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

A scorecard visualizes a series of data in a tabular format that summarizes actuals versus planned data, and variance. This chart often includes a micro chart to highlight key metrics.

The following is an example of a financial scorecard.  

Example of a Financial Scorecard Using Preset Columns

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

Sections

The scorecard template comes with preset sections based on your calendar's configuration. For example, if your calendar is set up with Months, Quarters, Years, your scorecard will have three sections: Month, Quarter, and Year.

Expand the Sections menu to view, configure, change, or add sections and columns to a scorecard.

Section

 Each section associated with the scorecard has its own settings. Click the arrow to expose settings for the specific section.

Example of a Section Setting for a Scorecard

If you add multiple sections to the chart, you can reorder them. Click Handler Icon to drag the section to the new location. 

Click x to delete this section and all its columns.

Name

The name of the section. 

Character Limit: 50

Columns

The scorecard template comes with preset columns for each section:

  • Value - Actuals 
  • Value - From version selector
  • Variance - Actuals
  • Micro Charts - From version selector (not included in the smallest time period)

Each column in a section has its own settings. Click the arrow to expand these settings.

Example of a Column in a Scorecard Section

Type

Defines the column. Options available to configure a column will vary based on the chosen type.

Possible values:

  • Value: Displays a value, such as amount or percentage for the specified metric.
  • Variance: Displays a variance amount as calculated against another version and period.
  • Variance Percent: Displays a variance percentage as calculated against another version and period.
  • Micro Chart: Displays a micro chart.
Version

Sets the version for the analysis. For example, if the first column of the scorecard is actual results from Q1, choose Actuals as the version.

Click the arrow to choose another version. 

Available for column types: All

When the column type is Variance or Variance Percent, you must specify a reference version and comparison version. By default the reference version is actuals. 

Time Alignment

Determines if the analysis is based one of the following segments of time:

  • Current
  • Previous
  • Next
  • Trailing: Must set the Period Count
  • Leading: Must set the Period Count

Available for column types: All

When the column type is Variance or Variance Percent, you must specify a reference time alignment and comparison time alignment.

Period Count

Determines the count when Time Alignment is Trailing or Leading. Enter a positive numeric value. For example:

Time Alignment Period Count Period Data Results for
Trailing 1 Year: 2016 2015
Leading 2 Month: January March (future)
Period

Sets the time period for the analysis.

Possible values are:

  • From Period Selector
  • Month
  • Quarter Year
  • Year

Available for column types: All

When the column type is Variance or Variance Percent, you must specify a reference time alignment and comparison time alignment.

Date Range

Determines whether to evaluate data for the total period or to-date. Choose Total Period or To Date. 

Available for column types: All

Comparison or Reference Version

Sets the comparison version for the variance analysis. For example, if you compare Actuals to Forecast, you can choose Actuals for the Reference Version and Forecast for the Comparison Version. By default, the comparison version is the version you selected in the version selector. 

Click the arrow to choose another version. 

Available for column types: Variance and Variance Percent

Variance Type

Determines how to calculate the variance:

  • Reference minus Comparison (default)
  • Comparison minus Reference
  • Comparison

Available for column types: Variance and Variance Percent

Chart

Sets the type for the micro chart.

Possible values:

  • Line
  • Column
  • Area
  • Outline

Available for column type: Micro Chart

Accumulate

Indicates if the data points show cumulative values for the time period. Switch the toggle:

  • On: Show actual value at each data point.
  • Off: Show the cumulative value at each data point. This option is good for highlighting upward or downward trends.

Available for column type: Micro Chart

Color

Sets the color for the select micro chart.

Available for column type: Micro Chart

Breakdown Period Level

Determines how to break down data points on the micro chart.

Possible values:

  • From Period Selector
  • Month
  • Quarter Year
  • Year

Available for column type: Micro Chart

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

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.

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.

Negative Number Format

Sets the format for displaying negative numbers on the chart.

Possible Values:

  • -123,456,789.12: Use a negative sign to indicate a negative value.
  • (123,.456,789.12): Enclose negative value in parentheses.

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

Pin - 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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