How to Alter Default Chart Settings?

You can change the default chart settings to display dimension members from a different reporting area as well as format numeric data. For example, you might want to display Workforce dimension members and the numeric data in the chart as percent with 5 decimal places.

To change default chart settings:

1. Go to Dashboards.

2. Open the required dashboard.

3. Within Dashboard Designer, select the chart element from the canvas and click the Settings tab in the right pane. Settings available are based on the chart type element selected.

   
   

4. For Reporting Area, select from Financial, Workforce or Scorecard.

5. Axis Labels are displayed on the axis of the chart and are available across all chart types including Line, Bar, Column, Waterfall, Stacked Column, Stacked Bar, Area, Stacked Area, Bubble and Scatter. Select Horizontal, Vertical or None. For existing Bar and Stacked Bar charts, Horizontal is selected by default. Vertical is selected by default for all other chart types as shown in the image below for a Line chart. If Vertical is not selected for all charts (excluding Bar and Stacked Bar), the axis displaying numbers/data is hidden. For Bar and Stacked Bar this applies to the Horizontal axis. If None is selected, both the dimension labels and the data values on both the axis are not displayed for all chart types.

   
   

   

   For Dual Combination Charts, configuration done on the Vertical axis also applies to the secondary Y axis. For existing Combination Charts, Vertical is always selected by default for Axis Labels.

   Note:

   Axis Labels are enabled for Pie and Doughnut charts, but there is no horizontal or vertical dropdown.

6. Select how you want the labels displayed on the chart. You can select from None, Wrap, Rotate, Stagger, or Auto., Wrap displays labels so that they don't overlap. Labels with many characters are displayed with a partial name appended with three dots. Rotate displays the label at an angle. Stagger displays the labels at a staggering height (low, high, low for example). Auto displays the labels for best results.

7. Data Values represent the numbers of measures represented in the chart. Data Values are displayed when you hover over the chart elements. You can select to hide them on the chart. Slide the selector to the right to display data values.

   Data Values Displayed

   

   Data Values Hidden

   
   

6. Display the chart legend at the bottom, top, or to the right of the chart.

7. Select the maximum and minimum values to display on the vertical axis. For Vertical Axis, enter a minimum or maximum value for the vertical axis of a chart. 

8. Select Show Grid Lines to display gridlines for the selected chart. Enter a numeric value for Grid Line Count.

9. For Number Format, select the number of decimals to display, select to show or remove the number scale and thousands separator on data values. Select to display numbers in number, currency or percentage format.

10. Display or hide chart axes name for the horizontal and vertical axis.

How to Use Axis Name?

1. Go to Dashboards.

2. Edit a dashboard or add a new one. If you add a new one, drag and drop a chart to the canvas.

3. Select the chart and click the Settings tab.

4. Scroll to the bottom.

5. Slide the blue buttons to the right to show the horizontal and vertical axis names. Or, slide the buttons to the left to hide the axis names.

   Note:

   Some settings are not applicable for KPIs, single-series charts like Pie, Doughnut and Bar charts. Refer to the Chart Types section for further details.

Gauge Chart Settings Explained

Show or hide tick values.

Tick mark values displayed:

Tick mark values hidden:

Show or hide tick marks.

Tick marks displayed:

Tick marks hidden:

For Tick Marks Count , enter the number of tick marks you want displayed.

Only one member can be selected on each dimension. As with all charts, all member selections are subject to dimension security. Settings enable selection of Min, Breakpoint 1, Breakpoint 2, Max value, Low Range Color, Middle Range Color, and High Range Color.

Dashboard filters are applied when the selected dimensions exists on the page or do not exist on the chart.

When a chart is run, the colors are applied as follows:

1. Low Range Color - applied for the range between min to breakpoint 1

2. Middle Range Color - applied between breakpoint 1 and 2

3. High Range Color - applied beyond breakpoint 2

Scale is split based on the Min & Max values selected.

2 Value KPI Chart with Variance Explained

KPI charts display 2 values and you can include a variance against a compare dimension with corresponding text.

How to Create KPI with Variance and Description?

Steps to create a 2 value KPI with a variance and description:

1. Go to Dashboards.

2. Open any existing or add new dashboard.

3. Click the Settings pane and select the Properties tab. Turn on the Variance. The Compare Dimensions prompt is displayed beneath the KPI Chart.

4. Select a single member from each dimension. Notice that checkboxes have been removed from the selection hierarchy. Now, you can just select the member.

5. Select compare dimensions. You can add up to 2 compare dimensions for each KPI.

6. Click the Settings pane and select the Properties tab. Turn on the Description toggle. Enter the description above the Compare Dimensions option. Substitution Variables can be used in the description.
   
   

7. Use ‘Type’ to apply a sign reversal.
   Another option is to display variance in a specific color. To do so, select the KPI chart, click the Settings tab and the Style tab. Slide VarianceColor to ON. Select custom positive and negative colors to display.
   At any time you can return to the default color scheme provided by Planful by clicking Reset style setting to default.
   

Two Variances in a KPI Chart

You can calculate two variances in a KPI chart. The following fields are available in a KPI chart:

• VARIANCE 2 section: In the Settings tab, you can enable Variance 2 to calculate variance for the selected dimensions.

• Compare Dimensions for Variance 2 drop-down list: You can select the required dimension from the drop-down list to compare it with the primary dimension selected from the Dimensions drop-down list.

The image below displays the VARIANCE 2 section in the KPI chart. You can now convert the negative variance percentage calculation with the Consider Absolute Value for Denominator option. Click here to learn more.