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Adaptive Insights French

Column Chart: Compare Current Year Plan to Prior Year Actuals

Below are the steps to create a column chart which compares current year plan data to prior year actual data:

While in a Dashboard, go to the left panel, select the chart icon, and drag and drop the column chart to the design area:


While in the chart, select the Accounts icon in the left panel, locate the account and drag and drop the account to the chart twice:



In the right panel, open Data Settings and expand the second account.  In the following example, I added (PY Act) to the name and changed the version to Actuals:


Scroll down and change Time Alignment to Previous and add 12 as the Offset Count:


I now have a chart comparing current year plan to prior year actual data:


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