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Adaptive Planning
Last Updated: 2023-06-23
Reference: Funnel and Pyramid Charts Settings

Reference: Funnel and Pyramid Charts Settings

Appearance Settings

Section
Field
Description
General
Name
The title of the chart. Character limit: 50.
General
Chart Type
Select the chart visualization that you want to use.
General
Show in Presentation Mode
Data Labels
Data Labels
Data Labels
Font
Available when
Data Labels
is on.
Select the font format for the labels.
Data Labels
Labels Type
Legend
Legend
Legend
Font
Conditional Formatting
Add Rule

Data Settings

Section
Field
Description
Accounts
Account
Accounts
Name
Accounts
Account
Accounts
Version
Accounts
Filter
Accounts
Color
Accounts
Display Units
Accounts
Negative Number Format
Breakdown
Type
Breakdown
Dimension
Available when you select
Dimension
for
Type
. Specifies what to use for the dimension breakdown.
Breakdown
Suppress Zeros
Available when you select
Dimension
for
Type
. Hides data with zero values.
Sorting & Limits
Available when you select
Dimension
or
Time
for
Type
in the
Breakdown
section.
Sorting & Limits
Sort By
Sorting & Limits
Limits

Time Settings

Section
Field
Description
General
Calendar
General
Stratum
General
Span
General
Data Range
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.