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Adaptive Insights
Knowledge and Support - Adaptive Insights

Bar and Column Chart Settings

Describes appearance, data, and time settings for bar and column charts.

A bar chart visualizes multi- data series as horizontal columns, where the y-axis is time or dimension. This chart is similar to a column chart where the axes are switched.

A column chart visualizes a data series as vertical columns, where the x-axis is time or a dimension.

The following is an example of a bar chart that shows Revenue for Q1:

Example of a Basic Bar Showing Product, Service, and Maintenance Revenue for Q1

The following is an example of a column chart that shows yearly revenue with a profit trendline:  

Example Column Chart Showing Product, Service, and Maintenance Revenue Yearly Plan with a Gross Profit Trendline

If a data point has no value on a bar or column chart, Discovery shows the period or dimension without the bar or column. 

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.


Defines the font type and color for this setting.


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.


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 Auto Scaling 

Indicates if the axis will automatically scale. If Axis Start at Zero is off, the scale is based on the values in the data series. 

  • On: Auto scaling is on
  • Off: Auto scaling is off. You must set the axis minimum value and axis maximum value.

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.

Axis Minimum

Sets the lowest point on the y-axis when the axis is not set to auto scaling.

Axis Maximum

Sets the highest point on the y-axis when the axis is not set to auto scaling.

Axis Interval

Defines the interval when the axis is not set to auto scaling.



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.

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 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


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. 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.

Series Type

Indicates how the data series for this account displays in the chart. If you have multiple data series in a chart, you can set a series type for each.

Possible Values:

  • Follow Chart: Displays the series data based on the chart type.
  • Line: Displays the series data as a line.
  • Column: Displays the series data as columns.
  • Area: Displays the series data as an area.
Data Labels

Indicates if data labels are displayed on the chart.

  • On: 
  • Off: 

toggle to display or hide data labels on the chart.

Accumulate Series

Indicates if data accumulates over time, where each data point is an cumulative value of the prior data points.

  • On: Shows the accumulated value at each data point.
  • Off: Shows the actual value at each data point.

Indicates if a trendline will appear in front of the columns for the selected account.  A trendline indicates if data is increasing or decreasing at a steady rate.

  • On: Show a trendline.
  • Off: Do not show a trendline.

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.
Series Y Axis

Indicates if the y-axis for this account will show as the primary or secondary axis on the chart. Use the Axis section of the Appearance Settings tab to change the appearance the primary and secondary axes

Time Alignment

Determines if the analysis is based on the current period or an offset.

Possible values:

  • Current
  • Previous
  • Next

If you select Previous or Next, you must specify the offset.


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


Determines the method for breaking down data into categories.

Possible Values:

  • Time Stratum. Breaks data down by time as defined by the Time settings. For example, each month in a year.
  • Dimension. Breaks data down by a dimension, such as location or product. If selected, you must select a dimension.
  • None. 


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

Possible Values:

  • Time Stratum
  • Dimension. If selected, you must select a value breakdown dimension.
  • None 

Value Breakdown Dimension

Specifies the dimension when the breakdown is Dimension.


Indicates if data for each component on the secondary axis are stacked vertically.

  • On: Show stacked data. If selected, optionally set Show Stacked Total.
  • Off: Do not show stacked data.

Show Stacked Total

Displays if the Stacked setting is on:

  • On: Show the stack total.
  • Off: Do not  show the stack total.

Inlay Rendering

Indicates if two data series ares visualized as embedded one in front of the other. The order of the inlay is based on the order of the accounts, where the first account is the furthest back and the second account is positioned in front of the first.

  • On: Show data as Inlayed.
  • Off: Do not show data as inlayed.

Limit: Two data series

Time Settings

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

 General Section


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


Choose how to evaluate based on a range of time or single period.

Possible Values:

  • Range: When selected, specify the Span Type and From – To periods.
  • Single Period: When selected, specify the Date Range, Span Type, and Period.

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.

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.

From - To (Span: Range, Span Type: Absolute)

The period of time 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.

From - To (Span: Range, Span Type: Relative)

The time relative to the current period based on the stratum (month, quarter, year), where a 0 offset is the current period (month, quarter, or year). Select a From and To offset when looking for values based on a relative time range.

Offset examples when span is range and today's date is June 2017, Q2:

From - To Range Stratum Includes These Periods Results In
-2 - 2 Month Last 2 months up to and including 2 months into the future 5 months: from April through August
-2 - 0 Month Last 2 months up to and including the current month 3 months: from April through June
-3 - 0 Quarter Last 4 quarters up to and including the current quarter  4 quarters: Q3 2016 through Q2 2017
-3 - 0 Year  Last 4 years up to and including current year 3 years: 2014 through 2017

 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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