Reference: Area and Line Chart 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.

Define the presentation of the primary and secondary axes, including the labels. You can set primary and secondary axes independently. Settings for the

secondary

axis display only when you have set a secondary axis. You can set a secondary axis from the

Series Y Axis

field in the

Account

section of the

Data Settings

tab.

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

Legend

is on.

Select the format of the axis title.

Decide if the axis automatically scales. When the

Primary Axis Start From Zero

setting is off, we scale based on the values in the data series. When you turn off

Axis Auto Scaling

, you must set the axis minimum and maximum values.

Enter the first point on the y-axis. Displays when

Axis Auto Scaling

is off.

Enter the last point on the y-axis. Displays when

Axis Auto Scaling

is off.

Enter a number that's at least 5 percent of the

Primary Axis Maximum

value. Displays when

Axis Auto Scaling

is off. Example: When you set the interval and axis minimum to 1000, the axis displays these numbers: 1000, 2000, 3000, and so on.

Select how the axis starts when

Axis Auto Scaling

is on:

On
: Axis starts at zero.
Off
: Axis starts at the minimum value in the data set.

Available when you have 1 data series on the chart or multiple data series all with the same version.

On: Displays a green background for actuals data.
Off: No distinction for actuals data.

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 how the data series for this account displays in the chart. When you have many data series in a chart, you can select a series type for each data series:

Follow Chart
: Display the series data based on the chart type.
Line
: Display the series data as a line.
Column
: Display the series data as columns.
Area
: Display the series data as an area.
Scatter
: Display the series data as data points.

Indicates how to

On: Accumulates the value at each data point.
Off: Displays the net value at each data point.

Display or hide the trendline. The trendline displays an increasing or decreasing trend through all the data.

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.

Indicates whether the y-axis for this data series displays as the primary or secondary axis on the chart. To change the appearance of primary and secondary axes, edit the

Axis

section in the

Appearance

Settings.

Determines time period of the chart.

Current
: The chart always displays data in real time. Example: The chart displays March 2022 data on March 13, 2022.
Previous
: Offsets the analysis to a period of time before the current time.
Next
: Offsets the analysis to a period of time following the current time.

Available when you select

Previous

or

Next

for

Time Alignment

. A numeric value that specifies the relative offset when the

Account Time Alignment

is

Previous

or

Next

. Example: The current period is March. The

Account Time Alignment

is

Next

. Enter 1 to display data for April.

Breaks down the chart analysis by:

Time
: Available only when you select
None
for the first breakdown type.
Dimension
: Available only when you select
Time
or
None
for the first breakdown type.
None
: We select this option by default.

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.

Available when

Stacked

is on.

On: Displays the stack total.
Off: Hides the stack total.

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.

Displays when you select a data series or a dimension for

Sort By

.

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.