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Gauge and Meter Chart Settings

Describes appearance, data, and time settings for gauge and meter charts.

A gauge chart visualizes data as a meter (speedometer) or gauge. Often used to represent percentages, such as a gross margin percentage or EBITDA percentage. Zones indicate if the metric is good, fair, or bad.

The following are examples of a meter and gauge chart. 

Examples of Yearly  Sales Margins as a Gauge and as a Meter

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 Labels

Expand the Data Labels section to configure display options for data labels.

Font

Defines the font type and color for this setting.

This setting formats the data value only, not tick marks:

Font Settings Apply Only to the Metric Value

Scale

Expand the Scale section to automatically or manually set the scale for the chart. If manually scaled, you must set a minimum and maximum scale values. 

For Value display, you must set a minimum and maximum value. The defaults are:

  • Minimum: 0
  • Maximum: 100

The minimum and maximum values you enter depend on the Display selection that is set in the Layout section. For example, if Net Income (planned) for January 2017 is 2 million and Net Income (actuals) 2.5 million, the minimum and maximum range may vary based on how the data is displayed:

Display Setting in Layout Section Data Value Example Minimum - Maximum Range
Value 2000000 250000 - 2500000
Variance 500000 250000 - 2500000
Variance Percent 40% 0 - 100

Auto Scaling

Indicates if the data series will automatically scale.

The Auto Scaling setting is available when the Display setting in the Layout section is Variance or Variance Percent.

Switch the toggle:

  • On: Default. Auto scaling is on. 
  • Off: Set scaling manually. You must set the minimum value and maximum value.

Minimum

Sets the minimum scale value when auto scaling is off. Enter a positive or negative numeric value.

Default: 0

Limit: - + 2,147,483,647

This setting is available when Auto Scaling is off.

Maximum

Sets the minimum scale when auto scaling is off. Enter a positive or negative numeric value.

Default: 100

Limit: - + 2,147,483,647

This setting is available when Auto Scaling is off.  

Layout

Expand the Layout section to format the layout and style of the chart.

Display

Determines how the data value is displayed. 

Possible values:

  • Value: Default. Shows the numeric value.
  • Variance: Shows variance as a numeric value. If selected, you can set Reference Value, Comparison Value, and Variance.
  • Variance Percent: Shows variance as a percentage. If selected, you can set Reference Value, Comparison Value, Variance, and Variance Percent.

Style

Sets the Gauge display style. Possible Values:

  • Gauge: Displays values for only the minimum and maximum values.
  • Meter: Displays tick marks at equal intervals between the minimum and maximum values.

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 the time alignment for the reference data when configuring a chart for a variance comparison. Possible values and options:

  Additional Settings based on Time Alignment Selection
Value Description Period Period Count Offset Count Offset Period Data Range
Current Based on the default Time settings      
Previous For a period that goes back by a specified number of periods, such as go back 12 months.  
Next For a period that moves forward by a specified number of periods, such as move forward 12 months.  
Trailing For the specified number of past periods including the period selected in the chart.      
Leading For the specified number of future periods including the period selected in the chart.      

Period

Sets the time period.

Possible Values:

  • From Period Selector
  • Year
  • Quarter
  • Month

This setting is available for any Time Alignment selection.

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)

Offset Period

Indicates the count backward or forward in time when Time Alignment is Next or Previous. 

Data Range

Choose Total Period or To Date.

This setting is available when the Time Alignment is Current, Next, or Previous. 

Comparison Value

The account value from a second version that compares the reference value of the baseline version.  

Settings from this section are available when the Display is Variance or Variance Percent.

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 to compare data when setting up a chart for a variance comparison.

See Time Alignment in Reference Value for a table of descriptions and options. 

Period

Sets the time period for the comparison, such as month, quarter, or year. 

Default: From Period Selector. Uses default from the Time Settings tab.

Data Range

Choose Total Period or To Date.

Variance

Compares the reference value with the comparison value.

Variance Expression

Specifies how to calculate the variance. This setting is available when Display is Variance or Variance Expression.

Possible Values:

  • Reference Value - Comparison Value
  • Comparison Value - Reference Value
  • Comparison Value

Variance Percent

Variance Percent Expression

Specifies how to calculate the variance percent. This setting is available when Display is Variance Percent.

Possible Values:

  • Variance Divide By Reference
  • Reference Divide By Comparison
  • Comparison Divide By Reference

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 Settings

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

Version

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

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.

Color

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.

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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