Skip to main content
Adaptive Insights
Knowledge and Support - Adaptive Insights

Waterfall Chart Settings

Describes the Discovery waterfall chart and its appearance, data, and time settings.

 A waterfall chart visualizes data to show where you started, where you ended, and how you got there. The initial and the final values are often represented by whole columns, while the intermediate values are denoted by floating columns.

The following is an example of a waterfall chart of operating expenses for the year. 

Example Waterfall Chart Showing Operating Expense by Metric

If a data point has no value for the waterfall step, Discovery draws a line from the two data values and skips over the empty point. No data point appears for the empty point.

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

Open & Close Color

Sets the color for this waterfall step type.

Positive Variance Color

Sets the color for this waterfall step type.

Negative Variance Color

Sets the color for this waterfall step type.

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

Font

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

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 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.

Legend

Provides settings for styling the legend on the chart.

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.

 Waterfall

Settings to configure the waterfall.

Max Data Points

Sets the maximum number of data points allowed between the reference and comparison points on the x-axis.

Limit: 50

Sort Order

Determines how to order the data points:

  • Default (based on the Breakdown in Data Settings)
  • Largest Positive to Largest Negative
  • Largest Negative to Largest Positive
  • Largest to Smallest (Absolute)
  • Smallest to Largest (Absolute)

Reference Value

The account value from a baseline (or benchmark) version. Defines the reference value to compare against the account value from another version. For example, the reference value from the Working Budget  version compared to the value from the Actuals version.

Version

Specifies the version from which to base the comparison. Click the arrow to choose another version.

Time Alignment

Determines how to align time when comparing data from different periods. See Time Alignment Options and Settings table.

Period

Sets the period of time to evaluate, such as month, quarter, or year.

Default: From Period Selector

Data Range

Choose Total Period or To Date.

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)

Comparison Value

Defines the scope for the value that is compared to the reference value. For example, comparing Planned Revenue to Actuals.

Version

The account value from a second version that compares the reference value of the baseline version. Click the arrow to choose another version.

Time Alignment

Determines how to align time when comparing data from different periods. See Time Alignment Options and Settings table.

Data Range

Choose Total Period or To Date.

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 view the hierarchy of accounts. 2 View the account from the accounts hierarchy or select another account to display on the chart. Click Back to 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. 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.

The following shows a multi-select filter that filters by Level: Company A and Customer: Customer 1, Customer 2, and Customer 4.

Multi-Select Filter with Level Filtering on Company A and Customer Filtering on Customer 1,2, and 4

The selection panel displays the selected dimension members at the top and highlights these selections in the list. To clear the filter for:

1 A dimension and all its members from the list of selected filters, click X next to the dimension.

2 A dimension member, click the highlighted dimension member from the list.

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.

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 By

Possible values:

  • Dimension: If selected you must choose a Breakdown Dimension
  • Metric
  • Time: If selected, you must choose a Period Breakdown

Breakdown Dimension

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

The dimension specifies how the breakdown is evaluated. To select the dimension, click the arrow to the right of this setting to view and select the available dimensions for this account.

Required when Dimension is selected as the breakdown method. 

Period Breakdown

Determines the period for breaking down the data.

Possible values:

  • From the Period Selector
  • Month
  • Quarter
  • Year

Time Settings

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

General Section

Stratum

Sets the time scale for the chart, such as  month, quarter, or year.

Span Type

Sets the span of time as absolute or relative:

  • Absolute: A specific period or range of periods, such as from May 2017 to June 2017.
  • Relative: A period based on an offset relative to the current date. For example, show data based on one month prior to the current date.

Period (Span: Single Period, Span Type: Absolute)

Sets the period based on the selected stratum. For example, if the stratum is month, you can choose a calendar month as the period.

Relative Period (Span: Single Period, Span Type: Relative)

Sets the relative period based on the selected stratum. Specify a positive or negative offset, where 0 is the current period. For example, if the stratum is Month and the current month is June. If the offset is -1, the relative period is the prior month, May.  

 

  • Was this article helpful?