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Waterfall Chart Settings

Describes the Discovery waterfall chart and its appearance, data, and time settings.

 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 of operating expenses for the year. 

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

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

Open & Close Color

Sets the color of the opening and closing steps in the waterfall sequence.

Positive Variance Color

Sets the color of waterfall sequences with positive variance.

Negative Variance Color

Sets the color of waterfall sequences with negative variance.

Data Labels

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

Data Labels

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

  • Toggle right: Show data labels
  • Toggle left: Hide data labels

Font

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

Labels Type

Determines if data displays as a percent or a numeric value.

Possible Values:

  • Percent (%)
  • Data

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 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.

Legend

Provides settings for styling the legend on the chart.

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.

 Waterfall

Settings to configure the waterfall.

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)

Reference Value

Defines the starting or reference settings from which to base the analysis or comparison.

Version

Specifies the version from which to base the comparison. Click the arrow to choose another version.

Time Alignment

Indicates how to align the steps in a waterfall.

Possible Values:

  • Current: Select a period, month, year, or quarter.
  • Previous: Select a period, month, year, or quarter.
  • Next: Select a period, month, year, or quarter.
  • Trailing: Select a numeric value to define the scope of time.
  • Leading: Select a numeric value to define the scope of time.

Period

Sets the period of time to evaluate.

Possible values:

  • From Period Selector
  • Year
  • Quarter
  • Month

Data Range

Choose Total Period or To Date.

 Period Count

Determines the count for trailing or leading time alignment. 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)

Comparison Value

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

Version

Specifies the version from which to base the comparison. Click the arrow to choose another version.

Time Alignment

Determines how the steps in a waterfall chart align.

Possible values:

  • Current: Select a period, month, year, or quarter
  • Previous: Select a period, month, year, or quarter
  • Next: Select a period, month, year, or quarter

Data Range

Choose Total Period or To Date.

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

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.

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.

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 By

Possible values:

  • Dimension: If selected you must choose a Breakdown Dimension
  • Metric
  • Time: If selected, you must choose a Period Breakdown

Breakdown Dimension

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

The dimension specifies how the breakdown is evaluated. To select the dimension, click the arrow to the right of this setting to view and select the available dimensions for this account.

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
  • Year

Time Settings

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

General

Granularity

Sets the time scale for the data set.

Possible values:

  • Month
  • Quarter
  • Year

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.

Period

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

Relative Period

 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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