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.
A column chart visualizes a data series as vertical columns, where the x-axis is time or a dimension.
If a data point has no value on a bar or column chart, Dashboards shows the period or dimension without the bar or column.
Select the Appearance Settings tab on the right to change the appearance for the selected chart.
Indicates the chart title.
Character Limit: 50
Show in Presentation Mode
Indicates if users can see for most chart types when viewing the dashboard in presentation mode:
- Off (default): Will not display in presentation mode.
- On: Will display as a separate slides in presentation mode—similar to each chart displaying as separate slides.
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.
Defines the font type and color for this setting.
Indicates the format of the axis title:
- Account Units:
- Account Name
- Account Short Name (Units)
Axis Auto Scaling
Indicates if the axis will scale. If Axis Start at Zero is off, the scale is based on the values in the data series.
- On: Auto scaling is on
- Off: Auto scaling is off. 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.
- On: Axis starts at zero.
- Off: Axis starts at the minimum value.
Sets the lowest point on the y-axis when auto scaling is off.
Sets the highest point on the y-axis when auto scaling is off.
Defines the interval when the axis auto scaling is off.
Indicates if a green background displays for the periods that are not planned.
- On: Green background displays behind for the periods that are not planned
- Off: Do no display a green background for periods that are not planned
This setting is an available option when you have one data series on the chart or multiple data series—all with the same version.
Shows or hides the legend on a chart.
- On: Show the legend.
- Off: Hide the legend.
Defines the font type and color for this setting.
Available only if the Legend setting is on.
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. Select 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.
Select the Data Settings tab in the right panel to configure settings for the data series.
Expand the Accounts menu to view, change, delete or add accounts to the chart. Each account represents a data series on the chart.
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. Select the Handler icon to drag the account to a new location. Select X to remove the account from the chart. The order affects the format and placement of the data series in a chart.
Defines the name of the data series as it will display on the chart. The default label that displays on the chart axis is the name as defined in Accounts plus the version enclosed in parentheses. For example, 6200 Taxes & Benefits(budget).
Character limit: 50 characters
For area, bar, column, doughnut, funnel, line, pie, and pyramid charts: When editing the name for certain chart types, the version is removed from chart axis label. For example, an edited name will display the account as Taxes & Benefits. Once you edit the name, the version label will no longer display—even if you reset the name back to the default.
Displays the account name added to the chart as a data series.
Indicates the originating data source for the account. You can change the Version for this data series to override the default version set on your instance.
Default: From version selector gets data from version indicated:
For example, you can add a data series twice to a chart and change the version on one to compare data between the two versions.
Narrows the focus of the analysis by filtering the data by dimensions or dimension members. See Set up Filters on a Chart for more information.
Indicates if labels display on data points.
- On: Show data labels
- Off: Hide data labels
Indicates if data accumulates over time, where each data point is a cumulative value of the prior data points.
- On: Shows the cumulative value at each data point.
- Off: Shows the actual value at each data point.
Indicates if a trendline displays in front of the data points. A trendline indicates if data is increasing or decreasing at a steady rate.
- On: Show the trendline.
- Off: Hide the trendline.
Indicates the color for the data series. The color next to the account settings section represents the color for the data series.
Sets the unit format to display.
- 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.
Series Y Axis
Indicates whether the y-axis for this data series will show as the primary or secondary axis on the chart. To change the appearance of primary and secondary axes, edit the Appearance Settings tab > Axis section.
Determines if the analysis is based on the current period or an offset.
If you select Previous or Next, specify the offset.
Settings that determine how to break data into granular groups, such as by time (months, quarters, years) or by dimension (level, location, product).
- Time (default). Breaks data down by time as defined by the time settings. For example, break down data by each month in a year.
- Dimension. Breaks data down by a dimension, including levels and attributes. For example, break down data by a location or product. If selected, you must select a dimension.
Specifies the dimension when the breakdown is Dimension.
Indicates if data for each data series on the axis are stacked vertically.
- On: Show stacked data. If selected, optionally set Show Stacked Total.
- Off: Do not show stacked data.
Show Stacked Total
Available only if data is stacked.
- On: Show the stack total.
- Off: Do not show the stack total.
Indicates if two data series are visualized as embedded one in front of the other. The order of the inlay is based on the order of the accounts, where the first account is the furthest back and the second account is positioned in front of the first.
- On: Show data as Inlayed.
- Off: Do not show data as inlayed.
Limit: Two data series
Sorting & Limits
Expand the Sorting & Limiting section to define how to sort and limit data on a chart. You get best sort and limit results with area, bar, column, and line charts when the Breakdown is set to a dimension.
See Narrow the Data Focus on Charts for more about settings available to filter, sort, and limit data the that you want to analyze.
Specifies the element to sort by.
- None (default)
- Data Series: Based on accounts or calculations added as data series to the chart
- Dimension: Based on Breakdown selection
Indicates whether to sort data in ascending order or descending order. This option is available when the Sort By is a data series or dimension.
Indicates how to limit the data that displays in the chart.
- Show all records (default):
- First N
- Last N
- First % N
- Last % N
When any First or Last option is selected, enter a numeric value to indicate the number or percentage to limit by. For example, if you choose Last N and enter 10, the chart will display the last 10 records on the Sort By and Sort Order selections. If you choose First % N and enter 10, the chart will display the first 10% records based on the Sort By and Sort Order selections. If the record set is 100, the chart displays the first 10 records.
Select the Time Settings tab on the right to change data settings for the selected chart.
Sets the time scale for the data set and are based on the calendar setup on your instance. Common values:
Indicates the time span:
- Range: Choose the start and end of the range for pinned charts, or set the start and end offset for unpinned charts.
- Single Period: Specify the Data Range (Total Period or To Date). Then select the time period for pinned charts, or set the offset for unpinned charts.
For a 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.
Pin and Unpin Time
Sets time on the chart as pinned or unpinned:
Pin (blue) to set a fixed time period. The period of time for pinned charts is based on the selected 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.
For Single Period spans, set a specific date, such as May 2017. For Range spans, select the start and end dates, such as May 2017 to June 2017.
Unpin (gray) to set time relative to the reference period displayed on the perspective toolbar. Relative time is based on the selected stratum. Select:
- Current: Matches the current reference date.
- Backwards: Adjusts backward by the number you enter.
- Forwards: Adjusts forward by the number you enter.
For Single Period time spans, set the relative time for the chart. For Range time spans, set the relative time for the start and end of the range.