Reference: Gauge and Meter Chart Settings
Appearance Settings
Section | Field | Description |
|---|---|---|
General
| Name
| The title of the chart. Character limit: 50. |
General
| Show in Presentation Mode
| We select this option by default to display the chart in presentation mode. Turn the toggle off to hide the chart in presentation mode. |
Data Labels
| Font
| The font type and color for label text on the horizontal axis. This
setting formats the data value only, not the tick marks. |
Layout
| Display
| Select how to display the data:
|
Layout
| Style
|
|
Scale
| Autoscaling
| Available only when you select Variance or Variance
Percent for the Display option.
|
Scale
| Minimum
| Available only when you select Value for the
Display option or when you've turned off the
Autoscaling option. Sets the minimum scale value when auto scaling is off. Enter a positive or negative numeric value. Default: 0 Limit: - + 2,147,483,647 |
Scale
| Maximum
| Available only when you select Value for the
Display option or you have turned off the
Autoscaling option. Sets the maximum scale when auto scaling is off. Enter a positive or negative numeric value. Default: 100 Limit: - + 2,147,483,647 |
Reference Value and Comparison Value
| 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. | |
Reference/Comparison Value
| Version
| Select the version for the variance to reference. Default: From version selector . |
Reference/Comparison Value
| Timeline
| Select the time period for the variance to reference:
|
Reference/Comparison Value
| Period Count
| 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.
|
Reference/Comparison Value
| Period
| Select the period for the gauge:
|
Reference/Comparison Value
| Data Range
| Available when Time Alignment is
Previous , Next , or Current .Evaluate data based on:
|
Reference/Comparison Value
| Offset Count
| Available when Time Alignment is Previous
or Next .Enter a numeric value to represent the count backward or
forward in time. |
Reference/Comparison Value
| Offset Period
| Available when Time Alignment is Previous
or Next .Select a time period for the Offset
Cout . |
Variance
| Variance Expression
| Available when Display is Variance or Variance Percent . Calculates the variance between the reference and the comparison:
|
Variance Percent
| Variance Percent Expression
| Calculate the variance percent by either:
Variance Percent for Type .
|
Conditional Formatting
| Add rule
| Create conditional formatting rules for data series in the chart:
|
Data Settings
Section | Field | Description |
|---|---|---|
Accounts
| Account
| Each account in a chart has its own settings:
|
Accounts
| Name
| 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:
|
Accounts
| Account
| Changes the account in the chart. |
Accounts
| Filter
| Filters the data by:
|
Accounts
| Color
| Indicates the color for the data series. The color next to the account settings section represents the color for the data series. |
Accounts
| Negative Number Format
| Format the display units for negative numbers:
|
Time Settings
Section | Field | Description |
|---|---|---|
General
| Calendar
| Displays when your instance uses alternate calendars. Select the calendar to use.
|
General
| Strata
| Select the time strata for the data set.
|
General
| Pin Time (blue) | Set a fixed time period based on the selected strata. Example: For
Stratum select: Month . Then, for:
|
General
| Unpin Time (gray) | Set time relative to the reference period displayed on the perspective
toolbar and based on the selected strata.
Single Period time spans, set the relative
time for the chart. For Range time spans, set the
relative time for the start and end of the range. |