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KPI Chart Settings

Describes appearance, data, and time settings for Discovery KPIs.

Contains preview content for the upcoming 2018.3 release. 

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

The following is an example of a KPI that shows the Operating Ratio for February:

KPI Chart with Callouts Identifying the Headers

Each callout represents a KPI setting that you can show or hide:

1 Name of chart, 2 Version Header, 3 Series Header, 4 Variance shown as variance and variance percentage, 5 Micro Chart

If you hide a header, you cannot change the settings associated with that header. For example if you hide the Variance heading, you cannot set the variance.

Appearance Settings

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

General

Name

Indicates the chart title.

Character Limit: 50

Layout

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

Series Header

Shows or hides data series for the series header. You can hide the series header if the heading is the same as the name of chart as defined in the Appearance Settings.

  • On: Shows the series header.
  • Off: Hides the series header.

Version Header

Shows or hides information about the reference version and comparison version. If the Variance header is hidden, this header shows only information about the reference version.

  • On: Shows the version header
  • Off: Hides the version header.

Variance

Shows or hides the variance label. 

  • On: Shows the variance. If selected, you can set the Comparison Value, Variance, and Variance Percent.
  • Off: Hides the variance.

Micro Chart

Shows or hides the micro chart. 

  • On: Shows the micro chart. If selected, you can set the Micro Chart layout and format.
  • Off: Hides the micro chart.

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. 

Default: From version selector

 Time Alignment

Determines how to align time when comparing data from different periods.  Possible values:

  • Current (default)
  • Previous
  • Next
  • Trailing
  • Leading

Period

Sets the period of time to evaluate, such as month, quarter, or year.

Default: From Period Selector (Stratum on Time Settings)

Period Count

Specifies the number of periods to count when the 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 Count

When Time Alignment is Next or Previous, indicates the number of periods to count backward or forward in time.

Offset Period

Sets the period of time to offset when the time alignment is Next or Previous. Possible values include month, quarter, or year.

Default: From Period Selector (Stratum on Time Settings)

Data Range

Indicates whether to evaluate data based on the entire period or the period to-date. 

Choose Total Period (default) or To Date.

Font

Defines the font type and color for this setting.

Comparison Value

Defines the scope for the value that is compared to the reference value. For example, comparing Planned Revenue to Actuals.

Default: Actuals

This setting is available only when the Variance header is set to show. 

Version

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

Time Alignment

Determines how to align time when comparing data from different periods.  Possible values:

  • Current (default)
  • Previous
  • Next
  • Trailing
  • Leading

Period 

Sets the period of time to evaluate, such as month, quarter, or year.

Default: From Period Selector (Stratum on Time Settings)

Period Count

Specifies the number of periods to count when the 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 Count

When Time Alignment is Next or Previous, indicates the number of periods to count backward or forward in time.

Offset Period

Sets the period of time to offset when the time alignment is Next or Previous. Possible values include month, quarter, or year.

Default: From Period Selector (Stratum on Time Settings)

Data Range

Indicates whether to evaluate data based on the entire period or the period to-date. 

Choose Total Period (default) or To Date.

Variance

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

Font

Defines the font type and color for this setting.

Variance Percent

Variance Percent Expression

Specifies how to calculate the variance percent. Possible Values:

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

Font 

Defines the font type and color for this setting.

Micro Chart

Settings to configure the micro charts.

Time Alignment

Defines the time alignment for the micro chart. Possible Values:

  • Current
  • Previous
  • Next
  • Trailing
  • Leading

Period

Sets the period of time to evaluate, such as month, quarter, or year.

Default: From Period Selector (Stratum on Time Settings)

Period Count

Specifies the number of periods to count when the 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 Count

When Time Alignment is Next or Previous, indicates the number of periods to count backward or forward in time.

Offset Period

Sets the period of time to offset when the time alignment is Next or Previous. Possible values include month, quarter, or year.

Default: From Period Selector (Stratum on Time Settings)

Breakdown Period Level

Sets the breakdown period for the micro chart. Possible Values:

  • From Period Selector
  • Year
  • Quarter
  • Month

Data Range

Indicates whether to evaluate data based on the entire period or the period to-date. 

Choose Total Period (default) or To Date.

Accumulate

Accumulate the series across the selected data range for the micro chart.

Type

Sets the chart type of the micro chart. Possible Values:

  • Line
  • Column
  • Area
  • Outline

Color 

Sets the color used in the micro chart.

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.  Click 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

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

Accounts

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

Account

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. Click the Handler icon DIS-handlerIcon.png to drag the account to a new location. Click X to remove the account from the chart. The order affects the format and placement of the data series in a chart.

Name

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

Character limit: 50 characters

Account

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

Filter

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

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.

Negative Number Format

Sets the format for displaying negative numbers on the chart. 

  • -123,456,789.12: Use a negative sign to indicate a negative value.
  • (123,.456,789.12): Enclose a negative value in parentheses.

Time Settings

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

General Section

Stratum

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

  • Month
  • Quarter
  • Year

Pin - Unpin Time

Sets time on the chart as pinned or unpinned:

Blue pinPin (blue): Time is a fixed time period. The period of time for pinned charts is based on the selected time 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.

Set a specific date, such as May 2017.

Grey pinUnpin (grey): Time is relative to the reference period indicated in the perspective context. Relative time is based on the selected stratum. Choose:

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

 

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