Reference: KPI Chart Settings

Enter the chart title.

Character Limit: 50

We select this option by default to display the chart in presentation mode. Turn the toggle off to hide the chart in presentation mode.

When you hide a header, you can't change the settings associated with that header. Example: when you hide the

Variance

heading, you can't set the variance.

Display or hide the data series for the series header. You can hide the series header if the heading is the same as the name of chart as defined in the Appearance Settings.

On: Displays the series header.
Off: Hides the series header.

Displays or hides information about the reference version and comparison version. When you hide the Variance header, this header displays only information about the reference version.

On: Displays the version header
Off: Hides the version header.

Display or hide the variance label. When you display the variance, you can set the:

Comparison value.
Variance.
Variance percnet.

Display or hide the micro chart.

These 2 sections are available when you select

Variance

or

Variance Percent

for

Display

. The options in each section are the same, and they define the reference and comparison values for the variance. Example: The value from the Working Budget version of the current year compared to the value from the Actuals version of the previous year.

Select the version for the variance to reference. Default:

From version selector

.

Determines how to align time when comparing data from different periods. Possible values:

Current (default)
Previous
Next
Trailing
Leading

Sets the period of time to evaluate, such as month, quarter, or year. Default:

From Period Selector

(Stratum on Time Settings)

Enter a positive numeric value for the number of periods to count backwards or forwards. Available when you select

Leading

or

Trailing

for

Time Alignment

. Example: Select

Trailing

for

Time Alignment

, then enter

1

for

Period Count

. When the current year is 2016, the data reference is 2015.

Available when

Time Alignment

is

Next

or

Previous

, indicates the number of periods to count backward or forward in time.

Sets the period of time to offset when the time alignment is Next or Previous. Possible values include month, quarter, or year. Default:

From Period Selector

(Stratum on Time Settings)

Evaluate data based on:

Total Period
(default).
To Date
.

Configure the font type and color for label text on the horizontal axis. Displays when

Legend

is on.

Defines the scope for the value being compared to the reference value. Example: Comparing Planned Revenue to Actuals. Default: Actuals

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

Determines how to align time when comparing data from different periods. Possible values:

Current (default)
Previous
Next
Trailing
Leading

Sets the period of time to evaluate, such as month, quarter, or year. Default:

From Period Selector

(Stratum on Time Settings)

Enter a positive numeric value for the number of periods to count backwards or forwards. Available when you select

Leading

or

Trailing

for

Time Alignment

. Example: Select

Trailing

for

Time Alignment

, then enter

1

for

Period Count

. When the current year is 2016, the data reference is 2015.

Available when

Time Alignment

is

Next

or

Previous

, indicates the number of periods to count backward or forward in time.

Sets the period of time to offset when the time alignment is Next or Previous. Possible values include month, quarter, or year. Default:

From Period Selector

(Stratum on Time Settings)

Evaluate data based on:

Total Period
(default).
To Date
.

Available when

Display

is

Variance

or

Variance Percent

. Calculates the variance between the reference and the comparison:

Reference Value - Comparison Value
: Subtracts the comparison from the reference.
Comparison Value - Reference Value
: Subtracts the reference from the comparison.
Comparison Value.

Configure the font type and color for label text on the horizontal axis. Displays when

Legend

is on.

Calculate the variance percent by either:

Variance Divide By Comparison
Variance Divide By Reference
Reference Divide By Comparison
Comparison Divide By Reference

Available when you select

Variance Percent

for

Type

.

Configure the font type and color for label text on the horizontal axis. Displays when

Legend

is on.

Defines the time alignment for the micro chart. Possible Values:

Current
Previous
Next
Trailing
Leading

Sets the period of time to evaluate, such as month, quarter, or year. Default:

From Period Selector

(Stratum on Time Settings)

Enter a positive numeric value for the number of periods to count backwards or forwards. Available when you select

Leading

or

Trailing

for

Time Alignment

. Example: Select

Trailing

for

Time Alignment

, then enter

1

for

Period Count

. When the current year is 2016, the data reference is 2015.

Available when

Time Alignment

is

Next

or

Previous

, indicates the number of periods to count backward or forward in time.

Sets the period of time to offset when the time alignment is Next or Previous. Possible values include month, quarter, or year. Default:

From Period Selector

(Stratum on Time Settings)

Sets the breakdown period for the micro chart. Possible Values:

From Period Selector
Year
Quarter
Month

Evaluate data based on:

Total Period
(default).
To Date
.

Accumulates the series across the selected data range for the micro chart.

Sets the chart type of the micro chart. Possible Values:

Line
Column
Area
Outline

Sets the color used in the micro chart.

Create conditional formatting rules for data series in the chart:

Description
: A brief description of the rule.
Expression
: A rule that evaluates as true or false. If true, the data changes to the color specified. Click the question icon for syntax rules and a list of operators.
Color
: The color of the data that meets the condition.
Series
: The data series to apply the rule to.

Expand the Accounts section 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 to change the settings for the data series.
To remove an account from the chart, select
Delete
from the related actions menu of the account.
To reorder accounts, drag and drop the the handler icon. The order affects the format and placement of the data series in a chart.
Add
to add accounts or dashboard metrics to the chart.

Sets the display name of the data series. Character limit: 50 characters. When you edit the name for these charts, you remove the version from the chart axis label:

Area.
Bar.
Column.
Doughnut.
Funnel.
Line.
Pie.
Pyramid.

Example: The default name for the data series is 6200 Taxes & Benefits (budget version). You edit the name to Taxes & Benefits. We no longer display the version label (budget version) on the chart, even when you reset the name back to the default.

Changes the account in the chart.

Filters the data by:

Levels.
Level attributes.
Dimensions.
Dimension attributes.

Format the display units:

Follow Account
: Use the display units set from the account. We use this format by default.
#,000,000 (#,##0.#)
: Display as millions with 1 decimal.
# (#,##0)
: Display as thousands with no decimals.
#,000 (#,##0.#)
: Display as thousands with 1 decimal.

Format the display units for negative numbers:

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

Displays when your instance uses alternate calendars. Select the calendar to use.

Select the time strata for the data set.