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Knowledge and Support - Adaptive Insights

Area and Line Chart Settings

Describes appearance, data, and time settings for area and line charts.

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.

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

The following is an example of an area chart that compares yearly Total Cost of Sales with the Cost of Product Sales and the Cost of Service Sales:

The following is an example of a line chart that shows yearly cost of sales, where total sales is a visualized as a column, and product and service costs are visualized as trendline:  

If a data point has no value on an area or line chart, 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

DIS-appearanceSettingsTab.png Click the Appearance Settings tab in the right pane to configure the appearance for the selected chart. The appearance settings available differ based on the chart type. 

General

Name

The chart title.

Character Limit: 50

Data Labels

Expand the Data Labels menu to view the different settings for the text describing the data on the chart.

Font

Defines the font type, size, style, and color for the data labels on the chart. 

Axis

Defines the style and format for the primary and secondary axes. You can set primary and secondary axes independently.

Settings for the secondary axis appear only if an account from Data settings > Series Y Axis is set to Secondary.

Font 

Defines the font type, size, style, and color for the x- and y-axis labels. 

Axis Title

Determines the title that is displayed on the axis.

Possible values:

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

Axis Auto Scaling

Indicates if the axis will automatically scale. If Axis Start at Zero is off, the scale is based on the values in the data series.

  • Toggle right: Auto-scaling is on
  • Toggle left: Auto-scaling is off and you must set the axis minimum and axis maximum values

Axis Start from Zero

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

  • Toggle right: Axis starts at zero.
  • Toggle left: Axis values starts at the minimum value. 

This setting is available only when the auto scaling is on.

Axis Minimum

Sets the lowest point on the y-axis when the axis is not set to auto scaling.

Axis Maximum

Sets the highest point on the y-axis when the axis is not set to auto scaling.

Axis Interval

Defines the interval when the axis is not set to auto scaling.

Legend

Shows or hides the legend on a chart.

  • Toggle right: Show the legend.
  • Toggle left: Hide the legend.

Font

Sets the font type, size, style, and color for the chart legend.

Data Settings

Click the Data Settings tab in the right pane to configure settings for account data. The Data settings that are available will differ based on the chart type. 

Accounts

Expand the Accounts menu to view, change, delete or add accounts to the chart. To configure the data displayed for each account, expand the listed account.

Account

Each account associated with a chart has its own settings. Click the arrow to expand the settings for the specific account.

Example of the Account Options from the Data Settings tab

If you have a series of accounts in your chart, you can reorder them. Click the Handler icon to drag the account to the new location.

Name

The name of the account as it will display on the chart.

Character limit: 50 characters

Account

The account added to the chart. 1 Click the arrow next to the account to view the hierarchy of accounts. 2 View the account from the accounts hierarchy or select another account to display on the chart. Click Back to return to the Accounts section.

Example Account from Data Setting with Account Selection Menu

Version

The originating data source for the account. Click the arrow next to the version to select another version from the selection pane. Click Back or select a version to return to the Account setting.

The default, From version selector pulls data from version indicated in the upper right of the application. You can change this default.

Example of a Default Version

Filter

Narrows the focus of the analysis by filtering the account data. For example, if you are a regional sales executive, filter by sales region and isolate data related only to your sales region. Click the arrow next to the filter value to change or select a new a filter. Click Back or select a filter to return to the Account setting.

Series Type

Indicates how the data series for this account displays in the chart. If you have multiple data series in a chart, you can set a series type for each.

Possible Values:

  • Follow Chart: Displays the series data based on the chart type.
  • Line: Displays the series data as a line.
  • Column: Displays the series data as columns.
  • Area: Displays the series data as an area.
Data Labels

Indicates if data labels are displayed on the chart. Switch the toggle: 

  • On: 
  • Off: 

toggle to display or hide data labels on the chart.

Accumulate Series

Indicates if data accumulates over time, where each data point is an cumulative value of the prior data points.

Switch the toggle:

  • On: Shows the accumulated value at each data point.
  • Off: Shows the actual value at each data point.
Trendline

Indicates if a trendline will appear in front of the columns for the selected account.  A trendline indicates if data is increasing or decreasing at a steady rate.

Switch the toggle:

  • On: Show a trendline.
  • Off: Do not show a trendline.
Color

Indicates the color for the account. The color associated with the account is also indicated in the account settings header to the left of the account name.

Color Indicator for an Account

Display Units

Sets the unit format to display on chart axes.

Possible Values:

  • Follow Account:  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.
Series Y Axis

Indicates if the y-axis for this account will show as the primary or secondary axis on the chart. Use the Axis section of the Appearance Settings tab to change the appearance the primary and secondary axes

Time Alignment

Determines if the analysis is based on the current period or an offset.

Possible values:

  • Current
  • Previous
  • Next

If you select Previous or Next, you must specify the offset.

Breakdown 

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

Breakdown

Determines the method for breaking down data into categories.

Possible Values:

  • Time Granularity. Breaks data down by time as defined by the Time settings. For example, each month in a year.
  • Dimension. Breaks data down by a dimension, such as location or product. If selected, you must select a dimension.
  • None. 

Dimension

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

Possible Values:

  • Time Granularity
  • Dimension. If selected, you must select a value breakdown dimension.
  • None 
Value Breakdown Dimension

Specifies the dimension when the breakdown is Dimension.

Time Settings

DIS-timeSettingsTab.png Click the Time Settings tab in the right pane to configure data settings for the selected chart.

General Section

Granularity

Sets the time scale for the data set.

Possible values:

  • Month
  • Quarter
  • Year

Span

Choose how to calculate the value based on time.  

Possible Values:

  • Range: When selected, specify the Span Type and From – To periods.
  • Single Period: When selected, specify the Date Range, Span Type, and Period.

Data Range

For 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.

Span Type

Sets the span type for the period:

  • Absolute: A specific period or range of periods, such as from May 2017 to June 2017.
  • Relative: A period based on an offset relative to the current date. For example, show data based on one month prior to the current date.

From - To (Span: Range, Span Type: Absolute)

The period of time is based on the selected time granularity. For example if you have selected month as the time granularity, you can choose periods based on month-year. For quarter, you can choose periods based on quarter. For year, you can choose periods based on the year.

From - To (Span: Range, Span Type: Absolute)

The time relative to the current period based on granularity (month, quarter, year), where a 0 offset is the current period (month, quarter, or year). Select a From and To offset when looking for values based on a relative time range.

Offset examples when span is range and today's date is June 2017, Q2:

From - To Range Granularity Includes These Periods Results In
-2 - 2 Month Last 2 months up to and including 2 months into the future 5 months: from April through August
-2 - 0 Month Last 2 months up to and including the current month 3 months: from April through June
-3 - 0 Quarter Last 4 quarters up to and including the current quarter  4 quarters: Q3 2016 through Q2 2017
-3 - 0 Year  Last 4 years up to and including current year 3 years: 2014 through 2017

 Period (Span: Single Period, Span Type: Absolute)

Sets the time for specific period, such as month, quarter, or year. 

Relative Period (Span: Single Period, Span Type: Relative) 

 Sets time relative to the current period based on granularity (month, quarter year, year), where a 0 offset is the current period. Specify an offset, such as -1 to offset the period. 

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