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Adaptive Planning
Last Updated: 2023-06-23
Reference: Chart Types

Reference: Chart Types

You can choose from a variety of chart types to visualize your data stories.

Area

An
area chart
visualizes trends as data points, where the x-axis is time or dimension. This chart is similar to a line chart with color fills between the line and the threshold.

Bar

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.

Column

A
column chart
visualizes a data series as vertical columns, where the x-axis is time or a dimension.

Crosstab

A
crosstab
visualizes data in tabular format. This chart is often used to compare relationships between data sets.

Dimension Mapping

A
dimension mapping
table lets you dynamically group data based on user-defined multi-dimensional lookup rules. Dimension values in modeled sheet rows are returned based on your rules.

Doughnut

A
doughnut
visualizes a data series as a circular chart. This chart is similar to a pie chart without the center.

Fan

A
fan
chart visualizes variances for forecast versions compared to a reference version.

Gauge

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.

Geo Map

A
geo map
visualizes accounts with geographic data. Compare and contrast values across different regions with circle size and color.

KPI

A
KPI
(key performance indicator) visualizes a metric in way that helps you understand how your business is doing relative to set goals.

Line

A
line chart
visualizes trends as data points, where the x-axis is time or dimension.

Pie

A
pie
visualizes a data series as a circular chart with slices sized proportionally to represent the data values.

Scatter

A
scatter chart
visualizes trends as data points, where the x-axis is time or dimension.

Scorecard

A
scorecard
visualizes a series of data in a tabular format that summarizes actuals versus planned data, and variance. This chart often includes a micro chart to highlight key metrics.

Sheet

Use sheets on dashboards to enter data without navigating away from your dashboard. Save your sheet to dynamically see changes on dependent charts and dashboards.

Text

A
text
in a dashboard can provide guided assistance, usage notes, or general information or notes about visualizations displayed on the dashboard.

Waterfall

A
waterfall
visualizes data to show where you started, where you ended, and how you got there. The initial and the final values are often represented by whole columns, while the intermediate values are denoted by floating columns.
Example: A finance department can use variance analysis to compare the revenue plan with revenue actuals and to show the positive and negative variance across a GL revenue sub-account or across different geographic regions.