3 Replies Latest reply on Nov 21, 2014 2:49 AM by Tapani Paajoki

    dynamic reference line

    Jonathan O'Grady

      a quick question about dynamic reference lines:


      I have created an XY Chart, let us say for arguments sake plotting returns versus standard deviation.


      I would like to plot an efficient frontier. The frontier is generated by referencing the standard deviation, i.e. it's a calculated field.


      How do I add such a reference line?


      Many thanks,



        • 1. Re: dynamic reference line
          Aaron Clancy

          Here's an example using an Upper Control Limit.

          Create the calculation.  In what I'm picturing you'll need a window standard deviation so it would look something like:

          window_stdev(sum(Sales)) + window_avg(sum(Sales))


          Create the visualization ( in my example below it's a line chart of sales over time)

          Place your calc on detail shelf.

          Set your compute using accordingly.

          Screen Shot 2013-09-19 at 10.57.53 AM.png


          Add a reference line and select your calc from the drop down options

          Screen Shot 2013-09-19 at 10.57.20 AM.png


          Screen Shot 2013-09-19 at 10.58.16 AM.png

          • 2. Re: dynamic reference line
            Jonathan O'Grady

            thank you very much for your reply. Forgive me, I must be explaining things very badly.


            I used the standard deviation example because the line I'm trying to create is standard CAPM type stuff and I thought somebody might be familiar with it in that context.


            let me try again. I have an XY Chart. It shows various points scattered about, predominantly in the right-hand side diagonal. The curved  line (45° approximately) represents a frontier, i.e. data does not tend to appear beyond that line. My data is incomplete, but I know mathematically where it should appear. I would like to superimpose a line representing this frontier on my XY Chart.


            My idea is that I will then bring new data into the chart and look for points which lie outside my frontier.


            I would also like to quantify the data with respect to its distance from the Frontier (plus/minus).


            all help appreciated.

            • 3. Re: dynamic reference line
              Tapani Paajoki



              I solved this kind of problem by using dual axis and trend line.. Check the attached file if it helps!