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Scorecard Chart Settings

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

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 four preset columns:

  • Value - Actuals 
  • Value - From version selector
  • Variance - Actuals
  • Micro Charts - From version selector

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

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 Value

Sets the comparison version for the variance analysis. For example, if the reference version of the scorecard is Actuals, you can compare against another version, such as Forecast.

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
  • 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

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.

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 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.  

 

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