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Adaptive Planning
Last Updated: 2023-06-23
Reference: Time Alignment

Reference: Time Alignment

Two time settings work together to determine the data sets evaluated in a chart:
Time on the Chart
The default time strata, span and range set on the chart using the Time Settings tab.
Time Alignment on a Data Series, Variance, or Micro Chart
The time alignment is based on the current (default time setting on the chart), or a previous period or next period offset.
Apply Time Alignment To
Chart Type
Purpose
Account (data series)
From the
Data Settings
tab, set up a unique time alignment on each data series. Example: A period-over-period comparison.
Variance
From the
Appearance Settings
tab, set up a variance comparison between 2 data series. You can apply a time alignment to the reference value and comparison value.
Micro chart
From the
Appearance Settings
tab, set up a micro chart on a KPI.
Time alignment settings are not available for these charts: Doughnut and Pie, Funnel and Pyramid, and Crosstab

Usage Examples

The following are a few time alignment examples:
Example
Default Time Period on Chart
Time Alignment Settings
A bar chart that compares quarterly revenue of the current year to quarterly revenue of the previous year
Stratum: quarter Span: Range: January 2017 - December 2017
Set up two revenue accounts from the
Data Settings
tab:
  • First revenue data series: Current
  • Second revenue data series: Previous, 4-month offset
A line chart that compares waiter staff for the current winter season to the previous year and to a forecast for next year.
Stratum: Month Span: Range: November 2016 - March 2017
Set up three headcount accounts fromthe
Data Settings
tab:
  • First headcount data series: Current
  • Second headcount data series: Previous, 12-month offset
  • Third headcount data series: Next, 12-month offset
A waterfall chart that compares current year revenue plan to the previous year revenue plan.
Stratum: Year Period: 2017
Set up the reference and comparison values from the
Appearance Settings
tab:
Reference: Value:
  • Version: Default
  • Time Alignment: Current
  • Period: Default
Comparison Value:
  • Version: Default
  • Time Alignment: Previous
  • Offset Count: 1
  • Offset Period: Year
A micro chart on a scorecard that shows the capital spending plan for the current year broken down by month.
Stratum: Quarter Period: Q4-2017
Set up a scorecard micro chart from the
Appearance Settings
tab:
  • Time Alignment: Current
  • Period: Year
  • Breakdown Period Level: Month

Options and Settings

Depending on the chart and the time alignment option you choose, we provide additional settings for your selection.
Time Alignment
Additional Settings
*
All Charts
refers to all chart types that support time alignment
Option
Description
Period
Period Count
Offset Count
Offset Period
Data Range
Current
Based on the default Time settings
All Charts*
All Charts*
Previous
For a period that goes back by a specified number of periods. Example:12 months.
All Charts*
All Charts*
Gauge and Meter, KPI, Scorecard, Waterfall
Gauge and Meter, KPI, Scorecard, Waterfall
Next
For a period that moves forward by a specified number of periods. Example:12 months.
All Charts*
All Charts*
Gauge and Meter, KPI, Scorecard, Waterfall
Gauge and Meter, KPI, Scorecard, Waterfall
Trailing
For the specified number of past periods including the period selected in the chart.
Gauge and Meter, KPI, Scorecard, Waterfall
Gauge and Meter, KPI, Scorecard, Waterfall
Leading
For the specified number of future periods including the period selected in the chart.
Gauge and Meter, KPI, Scorecard, Waterfall (Reference Value)
Gauge and Meter, KPI, Scorecard, Waterfall (Reference Value)