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Workday Adaptive Planning Knowledge Center

Reference: Chart Types

Describes chart types that are available from the dashboard.

You can choose from a variety of chart types to visualize your data stories.



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.

See Reference: Area and Line Chart Settings



A bar chart visualizes multi- data series as horizontal columns, where the y-axis is time or dimension. This chart is similar to a column chart where the axes are switched.

See Reference: Bar and Column Chart Settings and Create a Bar Chart Focused on Sales by Regions



A column chart visualizes a data series as vertical columns, where the x-axis is time or a dimension.

See Add KPIs and Column Charts to a Dashboard, and Reference: Bar and Column Chart Settings


Crosstab Chart Icon

A crosstab visualizes data in tabular format. This chart is often used to compare relationships between data sets.

See Crosstab ChartsCreate a Crosstab ChartReference: Crosstab Chart Settings.



A doughnut visualizes a data series as a circular chart. This chart is similar to a pie chart without the center.

See Reference: Doughnut and Pie Chart Settings.



A gauge visualizes data as a meter (speedometer) or gauge. Often used to represent percentages, such as a gross margin percentage or EBITDA percentage. Zones indicate if the metric is good, fair, or bad.

See Reference: Gauge and Meter Chart Settings.

Geo Map


A geo map visualizes accounts with geographic data. Compare and contrast values across different regions with circle size and color.

See Create a Geo Map.



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

See Add Charts to a Dashboard and Reference: KPI Chart Settings.



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

See Create a Period-over-period Chart and Reference: Area and Line Chart Settings.



A pie visualizes a data series as a circular chart with slices sized proportionally to represent the data values.

See Reference: Doughnut and Pie Chart Settings


Available only with sales planning.


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

See Create a Scatter Chart and Reference: Scatter Chart Settings.



A scorecard visualizes a series of data in a tabular format that summarizes actuals versus planned data, and variance. This chart often includes a micro chart to highlight key metrics.

See Add a Scorecard to a Dashboard and Reference: Scorecard Settings.



Use sheets on dashboards to enter data without navigating away from your dashboard. Save your sheet to dynamically see changes on dependent charts and dashboards.

See Use Sheets on Dashboards and Reference: Sheets on Dashboards Settings.



A text in a dashboard can provide guided assistance,  usage notes, or general information or notes about visualizations displayed on the dashboard.

See Add Text on Dashboards.


Waterfall Chart Icon

 A waterfall 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.

For example, a finance department can use variance analysis to compare the revenue plan with revenue actuals and to show the positive and negative variance across a GL revenue sub-account or across different geographic regions.

See Create a Waterfall Variance Chart and Reference: Waterfall Chart Settings

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