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Knowledge and Support - Adaptive Insights

Time Alignment

Describes time alignment in Discovery and provides usage examples.   Time alignment is useful for comparing data from different periods.

Two time settings work together to determine the data sets evaluated in a chart: Time settings on the chart and Time Alignment on an account, variance, or micro chart.

Time on the Chart

The default time stratum, span and range set on the chart using the Time Settings tab.

Time Alignment on a Data Series, Variance, or Micro Chart

The time alignment is based on the current (default time setting on the chart), or a previous period or next period offset.

Apply Time Alignment To Chart Type Purpose
Account (data series) Area and Line Bar and Column

From Data Settings tab, set  up a unique time alignment on each data series, such for a period-over-period comparison.

Variance Gauge and Meter, KPIScorecardWaterfall From Appearance Settings tab, set up a variance comparison between two data series. You can apply a time alignment to the Reference Value and Comparison Value.
Micro chart

Gauge and Meter, KPIScorecardWaterfall

From Appearance Settings tab, set up a micro chart on a KPI.

Time alignment settings are not available for Doughnut and Pie, Funnel and Pyramid, and Crosstab charts.

Usage Examples

The following are a few time alignment examples:

Example Default Time Period on Chart Time Alignment Settings
A bar chart that compares quarterly revenue of the current year to quarterly revenue of the previous year Stratum: quarter
Span: Range
To-From: January 2017 - December 2017
 

Set up two revenue accounts from Data Settings tab:

  • First revenue data series: Current 
  • Second revenue data series: Previous, 4-month offset
A line chart that compares waiter staff for the current winter season to the previous year and  to a forecast for next year. Stratum: Month
Span: Range
To-From: November 2016 - March 2017

Set up three revenue accounts from Data Settings tab: 

  • First headcount data series: Current
  • Second headcount data series: Previous, 12-month offset
  • Third headcount data series: Next, 12-month offset
A waterfall chart that compares  current year revenue plan to the previous year revenue plan. Stratum: Year
Period:  2017

Set up the reference and comparison values from the Appearance Settings tab:

Reference: Value:

  • Version: Default
  • Time Alignment: Current
  • Period: Default

Comparison Value:

  • Version: Default
  • Time Alignment: Previous
  • Offset Count: 1
  • Offset Period: Year
A micro chart on a scorecard that shows the capital spending plan for the current year broken down by month. Stratum: Quarter
Period: Q4-2017

Set up a scorecard micro chart from the Appearance tab:

  • Time Alignment: Current
  • Period: Year
  • Breakdown Period Level: Month

Options and Settings

Depending on the chart and the time alignment option you choose, additional settings become available for selection.

Time Alignment Additional Settings
*All Charts refers to all chart types that support time alignment
Option Description Period Period Count Offset Count Offset Period Data Range
Current Based on the default Time settings All Charts*       All Charts*
Previous For a period that goes back by a specified number of periods, such as go back 12 months. All Charts*   All Charts* Gauge and Meter,  KPI, Scorecard, Waterfall Gauge and Meter,  KPI, Scorecard, Waterfall
Next For a period that moves forward by a specified number of periods, such as move forward 12 months. All Charts*   All Charts* Gauge and Meter,  KPI, Scorecard, Waterfall Gauge and Meter,  KPI, Scorecard, Waterfall
Trailing For the specified number of past periods including the period selected in the chart. Gauge and Meter,  KPI, Scorecard, Waterfall Gauge and Meter,  KPI, Scorecard, Waterfall      
Leading For the specified number of future periods including the period selected in the chart. Gauge and Meter,  KPI, Scorecard, Waterfall (Reference Value) Gauge and Meter,  KPI, Scorecard, Waterfall (Reference Value)      
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