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Crosstab Chart Settings

Describes the Discovery crosstab chart and defines appearance, data, and time settings.

The following are examples of a crosstab chart that compares the prior quarter with the current quarter of Revenue, Cost of Sales, Net Income and Gross Margin. The first chart shows accounts as rows and the second shows accounts as columns.

Two Crosstab Charts, One Shows Revenue as Rows and Another Shows Revenue as 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

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. 

Limitation

The data slices visualized on a single crosstab chart must be less than 5,000 cells. A data slice is the intersection of the accounts and dimensions in a crosstab chart. If you exceed this limit, the following message displays:

This Crosstab has exceeded the maximum number of allowable cells. This can occur when combining dimensions which have a large number of members.

Columns

Expand the Columns section to manage accounts, dimensions, or time positioned as columns in the chart. See Add a Column or add a Row for more information.

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.

By default accounts are added to a crosstab chart as columns. if you want accounts to display as rows, drag the Accounts group from the Columns section to the Rows section. Accounts can be either a column or a row. You cannot delete Account groups.

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.
Add an Account

Click Add Account Icon to add another account from the selection panel. You can also drag and drop accounts from the Accounts tab on the left panel.

Rows

Expand the Rows section to view, change, delete or add rows to the chart. You can add many dimensions or one Time dimension as a row. See Add a Colunn or Add a Row next for more information.

Add a Column or Add a Row

You can add dimensions or time as a column or a row.

From the Column section or Row section, click the Add icon and choose Add Dimension or Add Time from the drop-down. If a specific dimension or Time is used once as a column or row, it cannot be reused in the same chart and will be unavailable for selection.

Add Icon and List when Adding a Column to a Crosstab Chart

To reorder, drag the dimension or Time from the Handler iconDIS-handlerIcon.png and drop in the new position within the column or row. The chart reflects this change. 

Time as a Column or Row

Time is a special dimension that defaults to the time selections specified on the Time Settings tab. To change the time settings, go to the Time Setting tab:

The following is an example of Time in the Data settings:

Example of Time as Data Setting

Dimensions as a Column or Row

When you choose Add Dimension, a selection panel displays. Choose the dimension or dimension member to add as a column or as a row. 

If the dimension member has no break down data, a message is displayed on the chart upon selection:

No break down is available for the following dimension members: [member names]

Remove dimension members or unpin the selection to default to the parent dimension member or dimension. Click DISC-pin.png next to the dimension to unpin. The following is an example of an unpinned dimension:

An Unpinned Dimensions

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

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: Absolute)

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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