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Adaptive Planning
최종 업데이트: 2023-06-23
Reference: Gauge and Meter Chart Settings

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:
  • Value
    : Numeric value.
  • Variance
    : Numeric value of the variance between the reference and the comparison that you define in the
    Reference Value
    ,
    Comparison Value
    , and
    Variance
    sections.
  • Variance Percent
    : Percentage of the variance between the reference and the comparison that you define in the
    Reference Value
    ,
    Comparison Value
    , and
    Variance
    sections.
Layout
Style
  • Gauge
    : Displays only the minimum and maximum values.
  • Meter
    : Displays tick marks at equal intervals between the minimum and maximum values.
Scale
Autoscaling
Available only when you select
Variance
or
Variance Percent
for the
Display
option.
  • On: Default. Auto scaling is on.
  • Off: Set scaling manually. Also set the minimum value and maximum value.
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:
  • Current
    : The same as the
    Time
    settings of the chart.
  • Previous
    : A number of periods before the current time.
  • Next
    : A number of periods after the current time.
  • Trailing
    : A number of past periods, including the current period.
  • Leading
    : A number of future periods, including the current period.
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:
  • From Period Selector
    .
  • Year
    .
  • Quarter
    .
  • Month
    .
Reference/Comparison Value
Data Range
Available when
Time Alignment
is
Previous
,
Next
, or
Current
.
Evaluate data based on:
  • Total Period
    (default).
  • To Date
    .
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:
  • Reference Value - Comparison Value
    : Subtracts the comparison from the reference.
  • Comparison Value - Reference Value
    : Subtracts the reference from the comparison.
  • Comparison Value.
Variance Percent
Variance Percent Expression
Calculate the variance percent by either:
  • Variance Divide By Comparison
  • Variance Divide By Reference
  • Reference Divide By Comparison
  • Comparison Divide By Reference
Available when you select
Variance Percent
for
Type
.
Conditional Formatting
Add rule
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.

Data Settings

Section
Field
Description
Accounts
Account
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.
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:
  • 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.
Accounts
Account
Changes the account in the chart.
Accounts
Filter
Filters the data by:
  • Levels.
  • Level attributes.
  • Dimensions.
  • Dimension attributes.
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:
  • -123,456,789.12
    : Use a negative sign to indicate a negative value.
  • (123,456,789.12)
    : Enclose a negative value in parentheses.

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:
  • Single Period
    spans, set a specific date. Example: May 2017.
  • Range
    spans, select the start and end dates. Example: May 2017 to June 2017.
General
Unpin Time (gray)
Set time relative to the reference period displayed on the perspective toolbar and based on the selected strata.
  • Current
    : Matches the date selected for the perspective.
  • Backwards
    : Adjusts backward from the perspective date by the number that you enter.
  • Forwards
    : Adjusts forward from the perspective date by the number that you enter.
For
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.