Reference: Funnel and Pyramid Charts Settings

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

Display or hide data labels.

Select the font format for the labels.

Select the display format:

Percent (%): Displays percentages.
Data: Displays numerical values.

Display or hide the chart legend.

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

Legend

is on.

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.

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.

Changes the version for the data series. Select

From version selector

to use the version currently selected on the toolbar. Example: Add a data series twice to a chart and change the versions for each to compare data between the 2 versions.

Filters the data by:

Levels.
Level attributes.
Dimensions.
Dimension attributes.

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

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.

Break down the data into granular groups by:

Time
: Displays how the periods of time contribute to the value.
Dimension
: Displays how the custom dimensions contribute to the value.
Series
: Displays how the different accounts contribute to the value.

Available when you select

Dimension

for

Type

. Specifies what to use for the dimension breakdown.

Available when you select

Dimension

for

Type

. Hides data with zero values.

Expand the

Sorting & Limits

section to define how to sort and limit data on a chart. We recommend that you breakdown by dimension for the best sort and limit results for area, bar, column, and line charts.

Limit the data that displays in the chart. When you select any

First

or

Last

option, enter a numeric value to indicate the number or percentage to limit by. Example:

When you select
Last N
and enter
10
, the chart displays the last 10 records on the
Sort By
and
Sort Order
selections.
When you select
First % N
and enter
10
, the chart displays the first 10% records based on the
Sort By
and
Sort Order
selections. When the record set is 100, the chart displays the first 10 records.

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

Select the time strata for the data set.

Displays when you select

Single Period

for

Span

:

Total Period
: Includes all the dates in a period.
To Date
: Includes all dates up to a specific date.