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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Chart Types

Describes chart types that are available from the Discovery.

You can choose from a variety of chart types to visualize your data stories.

Area

areaChart.png

An area chart visualizes trends as data points, where the x-axis is time or dimension. This chart is similar to a line chart with color fills between the line and the threshold.

See Area and Line Chart Settings

Bar

barChart.png

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.

See Bar and Column Chart Settings and Create a Bar Chart Focused on Sales by Regions

Column

columnChart.png

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

See Add KPIs and Column Charts to a Dashboard, and Bar and Column Chart Settings

Crosstab

Crosstab Chart Icon

A crosstab chart visualizes data in tabular format. This chart is often used to compare relationships between data sets.

See Crosstab ChartsCreate a Crosstab ChartCrosstab Chart Settings.

Doughnut

doughnutChart.png

A doughnut chart visualizes a data series as a circular chart. This chart is similar to a pie chart without the center.

See Doughnut and Pie Chart Settings.

Gauge

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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.

See Gauge and Meter Chart Settings.

KPI

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A KPI (key performance indicator) visualizes a metric in way that helps you understand how your business is doing relative to set goals.

See Add Charts to a Dashboard and KPI Chart Settings.

Line

LineChart.png

A line chart visualizes trends as data points, where the x-axis is time or dimension.

See Create a Period-over-period Chart and Area and Line Chart Settings.

Pie

pieChart.png

A pie chart visualizes a data series as a circular chart with slices sized proportionally to represent the data values.

See Doughnut and Pie Chart Settings

Scatter

Only available with Adaptive Insights for Sales

scatterChart.png

A scatter chart visualizes trends as data points, where the x-axis is time or dimension. 

See Create a Scatter Chart and Scatter Chart Settings.

Scorecard

scorecardChart.png

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.

See Add a Scorecard to a Dashboard and Scorecard Settings.

Sheet

Only available with Adaptive Insights for Sales

sheetChart.png

A sheet chart is a container for displaying sheets within a Discovery dashboard. Sheet charts let you make changes to the sheet data your charts rely on without the need to navigate out of Discovery. Saved changes immediately update related charts and sheets in a dashboard.

See Create a Sheet Chart and Sheet Chart Settings.

Territory Map

Only available with Adaptive Insights for Sales

territoryMapChart.png

A territory map is a geographic chart that defines the boundaries of sales territory ownership. You can view sales-related data for a territory by clicking it. Territory maps require a cube sheet containing sales representatives, their geographic assignments, and other multi-dimensial data related to their sales performance or sales opportunities.

Territory maps only support states, area codes, and zip codes within the United States.

See Create a Territory Map Chart and Territory Map Chart Settings.

Text

Only available with Adaptive Insights for Sales

textChart.png

A text chart is a container for displaying text in dashboard. They can be useful for providing explanatory information or notes about the other charts or sheets in a dashboard. The text can be entered unformatted, as HTML, or as markdown syntax.

See Create a Text Chart.

Waterfall

Waterfall Chart Icon

 A waterfall chart visualizes data to show where you started, where you ended, and how you got there. The initial and the final values are often represented by whole columns, while the intermediate values are denoted by floating columns.

For example, a finance department can use variance analysis to compare the revenue plan with revenue actuals and to show the positive and negative variance across a GL revenue sub-account or across different geographic regions.

See Create a Waterfall Variance Chart and Waterfall Chart Settings

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