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

Funnel and Pyramid Charts Settings

Describes appearance, data, and time settings for funnel and pyramid charts in Discovery.

A funnel chart visualizes data segmented by a category. This chart type is often used to show progression in business phases, such as a sales cycle or manufacturing process. This chart type can help you identify potential revenue at various sales stages or identify inefficiencies in a production line.

The following are examples of a pyramid and funnel chart. Both charts break down data by product for October. 

Example of a Funnel chart and Pyramid chart'

Appearance Settings

Appearance Settings Tab Select the Appearance Settings tab on the right to change the appearance for the selected chart. 



Indicates the chart title.

Character Limit: 50

Data Labels

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

Data Labels

Indicates whether to show or hide data labels on the chart. 

  • On: Show data labels
  • Off: Hide data labels


Defines the font type and color for this setting.

Labels Type

Indicates if data displays as a percent or a numeric value. Possible Values:

  • Percent (%)
  • Data


Provides settings for styling the legend on the chart.


Shows or hides the legend on a chart.

  • On: Show the legend.
  • Off: Hide the legend.


Defines the font type and color for this setting.

Conditional Formatting

Settings to define conditional formatting rules. Rule expressions can only reference data series in the chart. 

The following describes the fields on the Conditional Formatting dialog when adding or editing a rule:

  • Description: A brief description of the rule.
  • Expression: A rule that evaluates to true or false. If true, the condition is met and the data is conditional formatted in the color specified.  Select Help Icon for syntax rules and list of operators.
  • Color: Choose a color to format data that meets the condition.
  • Series: Choose the data series to apply the rule to.

All fields are required.

Data Settings

 Select the Data Settings tab in the right panel to configure settings for the data series.


Expand the Accounts menu to view, change, delete or add accounts to the chart. Each account represents a data series on the chart.


Each account in a chart has its own settings. Expand the account to change the settings for the data series.

If you have many data series in your chart, you can reorder them. Select the Handler icon DIS-handlerIcon.png to drag the account to a new location. Select X to remove the account from the chart. The order affects the format and placement of the data series in a chart.


Defines the name of the data series as it will display on the chart.

Character limit: 50 characters


Displays the account name added to the chart as a data series.


Indicates the originating data source for the account. You can change the Version for this data series to override the default version set on your instance.

Default: From version selector gets data from version indicated:

Example of a Default Version

For example, you can add an account twice and change the version on one to compare data between the two versions.


Narrows the focus of the analysis by filtering the data by dimensions or dimension members. See Chart Filters for more information.


Indicates the color for the data series. The color next to the account settings section represents the color for the data series.

Color Indicator for an Account

Display Units

Sets the unit format to display on axes.

  • Follow Account (default):  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.


Settings that determine how to break data into granular groups, such as by time (months, quarters, years) or by dimension (level, location, product).


Possible values:

  • Time
  • Dimension
  • Series


Specifies the dimension when the breakdown is Dimension.

Time Settings

DIS-timeSettingsTab.png Select the Time Settings tab on the right to change data settings for the selected chart.

General Section


Sets the time scale for the data set and are based on the calendar setup on your instance. Common values:

  • Month
  • Quarter
  • Year


Indicates the time span: 

  • Range: Choose the start and end of the range for pinned charts, or set the start and end offset for unpinned charts.
  • Single Period: Specify the Data Range (Total Period or To Date). Then select the time period for pinned charts, or set the offset for unpinned charts.

Data Range

For a 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.

Pin - Unpin Time

Sets time on the chart as pinned or unpinned:

Blue pinPin (blue) to set a fixed time period. The period of time for pinned charts is based on the selected stratum. For example, if you select the stratum:

  • Month: Choose periods based on month-year.
  • Quarter: Choose periods based on quarter-year.
  • Year: Choose periods based on the year.

For Single Period spans, set a specific date, such as May 2017. For Range spans, select the start and end dates, such as May 2017 to June 2017.

Grey pinUnpin (gray) to set time relative to the reference period displayed on the perspective toolbar. Relative time is based on the selected stratum. Select:

  • Current: Matches the current reference date.
  • Backwards: Adjusts backward by the number you enter.
  • Forwards: Adjusts forward by the number you enter.

For Single Period time spans, set the relative time for the chart. For Range time spans, set the relative time for the start and end of the range. 


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