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Adaptive Planning
Last Updated: 2023-06-23
Reference: Bar and Column Chart Settings

Reference: Bar and Column Chart Settings

Appearance Settings

Section
Field
Description
General
Name
The title of the chart. Character limit: 50.
General
Show in Presentation Mode
Axis
Axis
Font
Axis
Axis Title
Axis
Axis Auto Scaling
Axis
Axis Minimum
Axis
Axis Maximum
Axis
Axis Interval
Axis
Axis Start from Zero
Axis
Actuals Overlay
Legend
Legend
Legend
Font
Available when
Legend
is on. The font type and color for the legend.
Conditional Formatting
Add rule

Data Settings

Section
Field
Description
Accounts
Account
Accounts
Name
Accounts
Account
Accounts
Version
Accounts
Filter
Accounts
Series Type
Accounts
Data Labels
Accounts
Accumulate Series
Accounts
Trendline
Accounts
Color
Accounts
Display Units
Accounts
Negative Number Format
Select how to display negative numbers in the chart.
Accounts
Series Y Axis
Accounts
Time Alignment
Accounts
Offset Count
Breakdown
Type
Breakdown
Dimension
Breakdown
Suppress Zeros
Available when you select
Dimension
for
Type
. Hides data with zero values.
Breakdown
Stacked
Breakdown
Show Stacked Total
Breakdown
Inlay Rendering
Sorting & Limits
Sorting & Limits
Sort By
Sorting & Limits
Sort Order
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 you enter.
  • Forwards
    : Adjusts forward from the perspective date by the number 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.