Sort and Limit Data in Charts
You can sort data in ascending and descending order when viewing a chart in Grid or Presentation mode and when editing a chart.You can also filter the sorted data to show the Top N or Bottom N of the data set.
The following chart is sorted by revenue and shows the top five best sellers – from highest to lowest:
Available: All charts except for Crosstab, KPI, and Scorecard
See Sort and Limit Data on a Bar Chart for a walkthrough.
Global Dashboard Time
Global time influences time settings for each chart in dashboards on a perspective. You can set a different time for each perspective from the Perspective Context.
Charts with unpinned time settings move their time forward or backward as time on the perspective moves forward or backward.
You can override time by pinning time on charts to a fixed time setting. Pinned time on charts ignores time on the perspective and will not change as time on the perspective changes.
See Manage Perspectives and Dashboards, Edit and Manage Perspective Contexts for more on time on a perspective.
Time Selection Enhancements
Bring on the time machine. We’ve enhanced the user experience for setting time on a chart. Here's the streamlined look for 1 unpinned time and 2 pinned time:
Replaced the Span Type setting with ability to pin or unpin time
- Unpinned time moves with the time set on the perspective. In prior releases, this setting was equivalent to setting the Relative span type on a chart.
- Pin time to set a specify time (or fixed time) on your chart. In prior releases this setting was equivalent to setting an Absolute span type. Pinned time on a chart will not change with time set on the perspective.
Changed how to specify the offset on pinned time
When time on a chart is pinned to move with time set on the perspective, you must define the relative movement on the chart time:
- Set relative time as Current, Forwards, or Backwards
- Specify a positive offset.
In prior releases, directionality was indicated by a positive or negative value, such as -3 to indicate an offset 3 months backward in time.
Changed how to choose a range of time
We’ve removed From and To labels from the Time Settings interface and streamlined how you choose start and end dates for a range of time.
Conditional Formatting on Charts
Highlight data that stands out from norms. You can specify how to display and format data that falls within specific ranges or meet certain conditions. For example, you can format values in red when revenue falls above or below expectations.
You set conditional formatting from the Appearance Setting tab by defining a condition on a data series and specifying a color when the condition is met. You can set up many conditional formats on a chart.
When viewing a chart, if a data point meets the condition, the data point is highlighted in the color. Hover your mouse over the data point to view details of the condition.
Conditional formatting is available for all chart types, except for Waterfall.
See Add Conditional Formatting to a Line Chart for a step-by-step walkthrough.
Ad-hoc Calculations on Charts
Calculate this! You can now create ad-hoc calculations and apply them to any visualization that you create in Discovery. We provide the user interface for creating well-formed calculations – similar to the Formula Editor in Planning.
You can create calculations on any general ledger, cube, model, or metric accounts and on any ad-hoc calculations created in Discovery.
Enhancements to Scorecard Defaults
We've provided a new set of default sections when creating a scorecard. These section defaults are created based on the time strata defined in the planning calendar on your instance.
For example, suppose that the time strata in your calendar is year, quarter, month. When you create a new scorecard in Discovery, three default sections are added – one for each time strata.
Prior to this release, creating a scorecard included only one default section called Section. This enhancement applies only to newly created scorecards, not to existing ones.