Creating Delta Drill charts


You use the Delta Drill chart to drill through a delta by assigning an order to each of the elements that determine the delta. When you select a dimension, two items to be compared are extracted. Delta Drill charts can have more than one drill dimension.

In addition, you can also use another Delta Drill environment to view the absolute values of each of the items.

When to use a Delta Drill chart

Delta Drill charts are particularly useful in scenarios where you want to view the delta across two dimensions - Budget Vs Actual, for example, and the composition contributing to the delta.

Creating delta drill charts

1.   On the toolbar, select + New Page from the Pages drop down, or on the Filters and Settings pane, select the Pages tabbed page and then click the + icon to create a new page.

2.   Click the icon in the chart area and then select the Advanced tabbed page.

3.   Select the Delta Drill chart type or click theicon at the top right corner of the chart area and then select Delta Drill to create a Delta Drill chart.

4.   From the Dimensions pane, specify a Historical Dimension for the Delta Drill chart.

5.   Specify a Drill Dimension for your chart.

6.   Specify a Measure for your chart.

7.   In the Filters and Settings pane, select any of the following:

       Filters tabbed page to browse the chart dimensions using the Dimensions Browser.

       Pages to view all pages in the current report as thumbnails.

       Settings to define drill through, page, or report properties for the chart.

Defining delta drill chart properties

Envision allows you to define chart properties such as the color scheme, data, data format, delta group, drill preview, drill fonts, legend, title, and drill through.

The following table explains how to define these properties.

Title properties

Dialog

Property Description

Location Select a location (left, center, right) for the title.
Title Click the indicator to display or hide the chart title.
Specify a new title for your chart.
Font Select a font size and style (bold, italic) for the title.

Display properties

Color Scheme Select a color scheme from the list of available color schemes.
Largest Specify the threshold values for the filter for displaying two successive highest values.
Smallest Specify the threshold values for the filter for displaying two successive lowest values.
Filter Type Select a filter type (absolute, percentage) for displaying the delta as absolute or percentage values.
Remove zeros Select the Remove 0s check box to hide the zero values from the delta.
Format Select a data format from the list that contains the default data format as well as the data formats that you have created.
Sort Order Select a sort order (ascending, descending) for sorting the elements of the drill dimension.
Legend Click the indicator to display or hide the legend.
Title Click the indicator to display or hide the chart title.
Specify a new title for your chart.

Delta bar properties

Positive Color Select a color for the positive values in the delta bar from the color palette, and then click choose.
Negative Color Select a color for the negative values in the delta bar from the color palette, and then click choose.

Drill preview properties

Font Select a font size and style (bold, italic) for the drill preview.

Legend properties

Format Select a data format from the list that contains the default data format as well as the data formats that you have created.
Legend Click the indicator to display or hide the legend.
Rows visible Drag the indicator in the range 1-10 to display the number of visible legend rows.
Location Specify a location for the legend display (left, center, right).
Color Select a color for the legend and the line connecting the data points from the color palette, and then click choose.
Opacity Drag the indicator in the range 0-1 to set the opacity level for the legend.
Font Select the font size and style (bold, italic) for the legend.

Data point properties

Color scheme Select a color scheme from the list of available color schemes.
Largest Specify the threshold values for the filter for displaying two successive highest values.
Smallest Specify the threshold values for the filter for displaying two successive lowest values.
Filter Type Select a filter type (absolute, percentage) for displaying the delta as absolute or percentage values.
Remove zeros Select the Remove 0s check box to hide the zero values from the delta.
Format Select a data format from the list that contains the default data format as well as the data formats that you have created.
Sort Order Select a sort order (ascending, descending) for sorting the elements of the drill dimension.
Static label length Specify the static length for the labels (number of alphabets to be displayed).
Drill ranking label font Select a font size and style (bold, italic) for the drill ranking labels.
Drill ranking elements font Select a font size and style (bold, italic) for the drill ranking elements.
Drill ranking total font Select a font size and style (bold, italic) for the drill ranking totals.

Page Properties

Report

Properties