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Adaptive Planning

Reference: Crosstab Settings

Reference: Crosstab Settings

Appearance Settings

Section	Field	Description
General	Name	The chart title. 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.
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
Columns	Accounts	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.
Columns	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.
Columns	Account	Changes the account in the chart.
Columns	Version	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. This option enables you to compare two versions in Adaptive Planning using a dashboard.
Columns	Filter	Filters the data by: Levels. Level attributes. Dimensions. Dimension attributes.
Columns	Display Units	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.
Columns	Negative Number Format	Select how to display negative numbers in the chart.
Columns	Suppress Zeros	Hides columns that have all zeros.
Rows	Add	Expand the Rows section to view, change, delete, or add rows to the chart. You can add: Time. Dimensions, which include levels, custom dimensions, level attributes, and dimension attributes.
Rows	Suppress Zeros	Hides rows that have all zeros.

Time Settings

Section	Field	Description
General	Stratum	Select the time strata for the data set.
General	Span	Range : Select to display data for a specified range of periods. You can select the start and end of the range for pinned charts, or set the start and end offset for unpinned charts. Single Period : Select to display data for an entire period or all dates up to a date. You can select the start and end of the range for pinned charts, or set the start and end offset for unpinned charts.
General	Data Range	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.
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 month. Example: April 2017. For Range spans, select the start and end months. Example: April 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 backwards 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.