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

Waterfall Chart Settings

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

 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.

The following is an example of a waterfall chart that shows revenue steps by sales location. 

Example Waterfall Chart Showing Operating Expense by Metric

If a data point has no value for the waterfall step, Discovery draws a line from the two data values and skips over the empty point. No data point appears for the empty point.

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

Open & Close Color

Sets the color for this waterfall step type.

Positive Variance Color

Sets the color for this waterfall step type.

Negative Variance Color

Sets the color for this waterfall step type.

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

Font

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

Axis

Defines the presentation of the primary and secondary axes, including the labels. You can set primary and secondary axes independently.

Settings for the secondary axis display only if a data series is set as a secondary y-axis from the Data Settings > Account >Series Y Axis setting.

Font

Defines the font type and color for this setting.

Axis Title

Indicates the format of the axis title:

  • Account Units: 
  • Account Name
  • Account Short Name (Units)

Axis Start From Zero

If the axis is set to auto scaling, indicates if the axis value starts at zero. 

  • On: Axis starts at zero.
  • Off: Axis starts at the minimum value. 

Legend

Provides settings for styling the legend on the chart.

Legend

Shows or hides the legend on a chart.

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

Font

Defines the font type and color for this setting.

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.

Comparison Value

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

Default: Actuals

Version

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

Time Alignment

Determines how the steps in a waterfall chart align. See the Time Alignment table for more information.

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.

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.

Breakdown 

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

Type

Possible values:

  • Dimension: If selected, you must choose a Dimension, such as level, dimension, or attribute value.
  • Metric
  • Time: If selected, you must choose a Period Breakdown.

Dimension

Specifies how to break down the analysis even further for any breakdown method.

The dimension specifies how the breakdown is evaluated.

Required when Dimension is selected as the breakdown method. 

Period Breakdown

Determines the period for breaking down the data. Possible values:

  • From the Period Selector
  • Month
  • Quarter
  • Year

Sorting & Limits

Settings for limiting data and sorting the data series on a waterfall chart.

Max Data Points

Sets the maximum number of data points allowed between the reference and comparison points on the x-axis.

Limit: 50

Sort Order

Determines how to order the data points:

  • Default (based on the Breakdown in Data Settings)
  • Largest Positive to Largest Negative
  • Largest Negative to Largest Positive
  • Largest to Smallest (Absolute)
  • Smallest to Largest (Absolute)

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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