October, 2016

We're always making updates to the Pellucid platform. Visit the latest release notes for the most current product and content information. 

Show shaded differences and small multiples

Additional options are now available for the cumulative market returns over time series and metric over time series.

Small multiples

The small multiples charts are an alternative to the traditional multi-line time series. It breaks out each entity’s series line into a separate smaller chart canvas, which are all arranged in a grid for easy comparison. Because each entity is plotted independently, the small multiples treatment offers a more clear and detailed evaluation of the data set than its cousin, the “spaghetti” line chart.

You can choose to show the subject company on each of the smaller panels or the first only.

Visualizing differences

For two series lines that share an axis, using shading to visualize differences lets you call attention any deviations between the values between a metric for two entities, or for two deviations for two metrics for a single entity.  

Choose to visualize differences as:

Underlay

Most applicable when the metrics being visualized are near zero, such as cumulative returns, which start at zero on the rebase data.

Shaded

Provides useful context for any two-series time series.

 
Panel

Similar to underlay, but doesn’t need the primary data to be near zero.

Using colored shading to highlight the differences in performance provides a clear way to visually communicate the direction and magnitude of the difference without clouding the other data or information in the chart.

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Expanded Comps ranking series 

The Comps ranking chart has been expanded to a chart series, offering additional customization options, so you have greater control over the chart’s appearance.

The Comps ranking chart is an update to a traditional comps table. Each entity is ranked by metric and shown as a different color. By following the threaded colors, you can compare each by metric, and by overall performance. Up to ten metrics can be shown in a single chart and entities can be grouped and organized using the arrow and +Group buttons.

The new customizations allow you to include or remove different chart elements such as summary tables, labels, and averages. These options are:

  • Entities: By default, the subject company and the individual comps are plotted on the chart. Uncheck the boxes to remove them.
  • Summary statistics: Add an individual comps group index summary stat and add a single comps index across all summary stats as an aggregate, mean, or median average.
  • Entity order: Choose to place the subject company at the top, bottom, or in line on the chart and choose to sort entities by the mean ranking of all the data columns, by the first column of data, or by the comps list as entered.
  • Summary stat treatment: Show summary stats as a table at the bottom of the chart or include them as an entity row.
  • Rankings: Include a label for each ranking (placing a number to the left of each entity showing its average rank), or choose to show this as an additional metric column.
  • Labeling: Choose where to place column labels and to show them as two or one lines (e.g. “Leverage: Debt / EBITDA” or just “Debt / EBITDA”). Also, choose to label companies as their full name or just ticker.  
  • Coloring: There is the option to show the subject company as a strong color and to use a solid or faded color for the column header.

You can also choose various size and width options for the chart.

In Library > Charts there are four variations of the Comps Ranking chart already started. All of the customization options can be combined in multiple ways so you can create exactly the content you need.

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 Series labels for charts 

Label the lines on any time series chart with a summary table or legend in addition to direct labeling. 

Metric vs. benchmark indexes over time with summary table

Series labels options:

  • Summary table
  • Direct labeling (choose to use either the company name or the ticker symbol)
  • Legend

Choose a label type from the Series labels drop-down menu on the chart's content details page for any chart in the cumulative market return time series or metric over time series.

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