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Workday Adaptive Planning KB

Gauge and Meter Chart Settings

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Describes appearance, data, and time settings for dashboard gauge and meter charts.

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.

Appearance Settings

Appearance Settings Tab Select the Appearance Settings tab on the right to change the appearance for the selected chart. 

General

Name

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.

Data Labels

Expand the Data Labels section to change display options for data labels.

Font

Defines the font type and color for this setting.

This setting formats the data value only, not tick marks:

Font Settings Apply Only to the Metric Value

Layout

Expand the Layout section to format the layout and style of the chart.

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

Sets the minimum scale value when auto scaling is off. Enter a positive or negative numeric value.

Default: 0

Limit: - + 2,147,483,647

This setting is available when Auto Scaling is off.

Maximum

Sets the minimum scale when auto scaling is off. Enter a positive or negative numeric value.

Default: 100

Limit: - + 2,147,483,647

This setting is available when Auto Scaling is off.  

Reference Value

The account value from a baseline (or benchmark) version. Defines the reference value to compare against the account value from another version. For example, the reference value from the Working Budget  version compared to the value from the Actuals version.

Version

Specifies the version from which to base the comparison. 

Default: From version selector

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

Specifies the number of periods to count when the time alignment is Trailing or Leading. 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)

Offset Period

Indicates the count backward or forward in time when Time Alignment is Next or Previous. 

Data Range

Indicates whether to evaluate data based on the entire period or the period to-date. 

Choose Total Period (default) or To Date.

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

The account value from a second version that compares the reference value of the baseline 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

Indicates whether to evaluate data based on the entire period or the period to-date. 

Choose Total Period (default) or To Date.

Variance

Compares the reference value with the comparison value.

Variance Expression

Specifies how to calculate the variance. This setting is available when Display is Variance or Variance Expression. Possible Values:

  • Reference Value - Comparison Value
  • Comparison Value - Reference Value
  • Comparison Value

Variance Percent

Variance Percent Expression

Specifies how to calculate the variance. This setting is available when Display is Variance or Variance Expression. Possible Values:

  • Reference Value - Comparison Value
  • Comparison Value - Reference Value
  • Comparison Value

This setting is available when the Display is Variance Percent.

Conditional Formatting

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 Help Icon 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.

Data Settings

 Select the Data Settings tab in the right panel to configure settings for the data series.

Accounts

Expand the Accounts menu to view, change, delete or add accounts to the chart. Each account represents a data series on the chart.

Account Settings

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 DIS-handlerIcon.png 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.

Name

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.

Account

Displays the account name added to the chart as a data series.

Filter

Narrows the focus of the analysis by filtering the data by dimensions or dimension members. See Chart Filters for more information.

Color

Indicates the color for the data series. The color next to the account settings section represents the color for the data series.

Color Indicator for an Account

Negative Number Format

Sets the format for displaying negative numbers on the chart. 

  • -123,456,789.12: Use a negative sign to indicate a negative value.
  • (123,.456,789.12): Enclose a negative value in parentheses.

Time Settings

DIS-timeSettingsTab.png Select the Time Settings tab on the right to change data settings for the selected chart.

General Section

Stratum

Sets the time scale for the data set and are based on the calendar setup on your instance. Common values:

  • Month
  • Quarter
  • Year

Pin - Unpin Time

Sets time on the chart as pinned or unpinned:

Blue pinPin (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.

Grey pinUnpin (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. 

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