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Adaptive Planning
Last Updated: 2023-06-23
Create Fan Charts to Compare Scenarios with Versions

Create Fan Charts to Compare Scenarios with Versions

  • Create Perspectives, or have edit access to shared perspectives.
  • Security
    Edit Dashboards
     permission.
You can use fan charts to:
  • Visualize variances for forecast versions compared to a reference version.
  • Compare scenarios by visualizing a range of outcomes.
  1. Click
    Edit
     to put your dashboard in edit mode.
  2. On the left panel, click the
    Charts
     tab, then drag and drop the
    Fan Chart
     from the Charts in the left panel into the dashboard.
  3. Give the fan chart a name in the
    Appearance Settings
     tab.
  4. Click the
    Data Settings
     tab.
  5. Click
    Add
     to select an account to visualize.
  6. Click the
    Appearance Settings
     tab.
  7. In the
    Reference Value
     section, select a
    Version
     to use as a reference value.
    Example: Budget for 2024
  8. In the
    Comparison Value
     section, add one or more values to visualize variances for forecast versions.
    Example: You can add best and worse case budget scenarios to visualize the ranges compared to the reference version.