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Release 2018.1 for Discovery: Sort and limit by top n and bottom n, global time from a perspective context, conditional formatting, and ad hoc calculations.

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:Bar Chart Showing Top 5 Performers

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:

Time Settings Tab as Pinned and Unpinned Time

Replaced the Span Type setting with ability to pin or unpin time
  • Unpinned Icon 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.
  • Pinned Icon Pin time to set a specific 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.

Conditional Formatting from the Chart Editor and Chart with Conditional Formatting in View Mode

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 Dashboards. We provide the user interface for creating well-formed calculations – similar to the Formula Editor in Planning. 

Metric Editor User Interface

You can create calculations on any general ledger, cube, model, or metric accounts and on any ad-hoc calculations created in Discovery.

See Calculations in Charts, Create a Calculation for a Chart, and Operators and Functions for Calculations.

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. 

Default Scorecard Displays Data in 3 Sections by Month, Quarter, and Year

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.

See Create a Scorecard or Scorecard Chart Settings for more information.


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