Reference: Gauge and Meter Chart Settings
Appearance Settings
General
Name
Show in Presentation Mode
Data Labels
Font
This setting formats the data value only, not tick marks:
Layout
Display
Determines how the data value is displayed.
Possible values:
- Value: Default. Shows the numeric value.
- Variance: Shows variance as a numeric value. If selected, you can set Reference Value, Comparison Value, and Variance.
- Variance Percent: Shows variance as a percentage. If selected, you can set Reference Value, Comparison Value, Variance, and Variance Percent.
Style
Sets the Gauge display style. Possible Values:
- Gauge: Displays values for only the minimum and maximum values.
- Meter: Displays tick marks at equal intervals between the minimum and maximum values.
Scale
Expand the Scale section to automatically or manually set the scale for the chart. If manually scaled, you must set a minimum and maximum scale values.
For Value display, you must set a minimum and maximum value. Defaults are:
- Minimum: 0
- Maximum: 100
The minimum and maximum values you enter depend on the Display selection that is set in the Layout section. For example, if Net Income (planned) for January 2017 is 2 million and Net Income (actuals) 2.5 million, the minimum and maximum range may vary based on how the data is displayed:
Display Setting in Layout Section | Data Value | Example Minimum - Maximum Range |
---|---|---|
Value | 2000000 | 250000 - 2500000 |
Variance | 500000 | 250000 - 2500000 |
Variance Percent | 40% | 0 - 100 |
Auto Scaling
Indicates if the data series will automatically scale.
The Auto Scaling setting is available when the Display setting in the Layout section is Variance or Variance Percent.
Switch the toggle:
- On: Default. Auto scaling is on.
- Off: Set scaling manually. You must set the minimum value and maximum value.
Minimum
This setting is available when Auto Scaling is off.
Maximum
This setting is available when Auto Scaling is off.
Reference Value
Version
Time Alignment
Determines the time alignment for the reference data when configuring a chart for a variance comparison. Possible values and options:
Additional Settings based on Time Alignment Selection | ||||||
---|---|---|---|---|---|---|
Value | Description | Period | Period Count | Offset Count | Offset Period | Data Range |
Current | Based on the default Time settings | ✓ | ✓ | |||
Previous | For a period that goes back by a specified number of periods, such as go back 12 months. | ✓ | ✓ | ✓ | ✓ | |
Next | For a period that moves forward by a specified number of periods, such as move forward 12 months. | ✓ | ✓ | ✓ | ✓ | |
Trailing | For the specified number of past periods including the period selected in the chart. | ✓ | ✓ | |||
Leading | For the specified number of future periods including the period selected in the chart. | ✓ | ✓ |
Period
Sets the time period.
Possible Values:
- From Period Selector
- Year
- Quarter
- Month
This setting is available for any Time Alignment selection.
Period Count
Offset Period
Indicates the count backward or forward in time when Time Alignment is Next or Previous.
Data Range
This setting is available when the Time Alignment is Current, Next, or Previous.
Comparison Value
The account value from a second version that compares the reference value of the baseline version.
Settings from this section are available when the Display is Variance or Variance Percent.
Version
Time Alignment
Determines how to align time to compare data when setting up a chart for a variance comparison.
See Time Alignment in Reference Value for a table of descriptions and options.
Period
Sets the time period for the comparison, such as month, quarter, or year.
Default: From Period Selector. Uses default from the Time Settings tab.
Data Range
Variance
Compares the reference value with the comparison value.
Variance Expression
Variance Percent
Variance Percent Expression
This setting is available when the Display is Variance Percent.