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

Data Breakdown

Describes options for using the Discovery data breakdown settings for charts. Includes several examples for breaking down data in charts.

Breakdown settings slice data in categories or segments, such as by time period, sub-accounts, or dimensions. You can set the breakdown from the Data Settings tab of a chart. Most chart types have data breakdown options – Gauge, KPI, Crosstab, and Scorecard charts do not.

Breakdown Options Descriptions Chart Type
Dimension Breaks data into categories for in-depth analysis, such as Sales Channel, Location, Product, and many other possibilities. Area, Bar, Column, Doughnut, Line, Pie, Pyramid
None Accounts are not broken into categories. Area, Bar, Column, Line
Metric Breaks data into categories as defined by the account. For example, a waterfall can break data down by Sales metrics: Total Revenue, Cost of Sales, Gross Profit, Admin Costs, and Net Profit.  Waterfall
Series Breaks data by a series as determined by the accounts added to the chart. For example, if you breakdown data by series in a Revenue pie chart, slices are product, service, and maintenance revenue. Doughnut, Funnel, Pie, Pyramid,
Time Stratum or
Time
Breaks account data into time periods, such as month, quarter, and year based on the Time Settings configured on the chart. Area, Bar, Column, Doughnut, Line, Pyramid, Waterfall

Second Breakdown

For area, bar, column, and line charts, you can set a first and second breakdown to group and analyze more granular slices of data. For example, you can analyze yearly revenue by quarter, and then breakdown the data further by location or product.

Set up a Breakdown

In Edit mode, open any chart that lets you break down data.

  1. Go to the Disc-DataSettings.png Data Settings tab and expand the Breakdown section:

Breakdown Settings on a Chart

  1. Choose a breakdown option. The choices will vary based on the chart type. 

Column and Line Chart Breakdown Examples

Breakdown by Time

This example shows a stacked column chart with breakdown by time. The data setting inset shows that the breakdown Type is Time and Stacked is on.

Column Chart with a Time Breakdown

Breakdown by Dimension

This example shows a line chart with a breakdown by the location dimension. The data settings inset shows that the breakdown Type is Dimension and selected dimension member is Location.

Column Chart with breakdown by Location Dimension

No Breakdown

This example shows a stacked bar chart without any breakdown. This set up is useful for comparing ratios among several data series. The data settings inset shows that the breakdown Type is None and Stacked is on.

breakdown_barNone.png

Pie, Doughnut, and Prymid Chart Breakdown Examples

You can break pie and doughnut charts by series, time, or dimension.

Breakdown by Series

This example shows a doughnut chart with a breakdown by series, which each slice represents a data series. The data settings inset shows that the breakdown Type is Series.

Pie Chart with Revenue broken down by Data Series

Breakdown by Dimension

This example shows a pie chart with a breakdown by dimension, where each slice represents revenue for a location of a wholly owned company. The data settings inset shows that the breakdown Type is Dimension and the selected dimension member is Level > Big Services (100% Owned) > Operations.

Pie Chart with Breakdown by Location Dimension

Breakdown by Time

Sometimes, it makes sense to breakdown data in a pie, doughnut, or pyramid by time. To show a data series broken down by time segments, you must define a time span range.

This example shows a pyramid chart with a breakdown by time. Each slice represents a time period. The data settings inset shows that the breakdown Type is Time. The time settings inset shows that the span is set to Range.

Example Pie Charts with Breakdown by Time

Waterfall Breakdown Examples

You can break waterfall data down by metric, dimension, or time.

Breakdown by Metric

The following is an example of a waterfall that  compares planned revenue to actuals for the previous year. The breakdown is by metric, where each step is revenue for three product lines.  This chart represents a default configuration for a waterfall chart.

Example Waterfall that Compared Planned Revenue with Actuals

Breakdown by Dimension

The following waterfall chart shows breakdown of revenue by the location dimension.

Waterfall with Breakdown by Location Dimension

Breakdown by Time

The following waterfall chart shows breakdown by time. This chart helps you visualize how revenue was recognized each month in Q3.

Example of a Waterfall Chart with Breakdown by Time

To set up this visualization, you must set up time elements in all settings types:

1 Data Settings: Choose Breakdown by Time.

2 Time Settings: Set Stratum to Month.

3 Appearance Settings: Set the Time Alignment for the Reference Value to Previous, Period to Quarter and Offset Count to 1.

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