Chart Types Primer

Chart Types Primer

You can create various types of charts such as Area, Bar, Bubble, Line, Pie, Stacked, Scatter, Funnel, Web and 3D charts by simply dragging and dropping the required columns into the respective shelves in the design area. 
 
Before we proceed any further into understanding the chart types and the combination of columns that can be used to create them, it is necessary that we first know about the functions associated with each column.
 
Listed below are the associated functions used in Analytics Plus:

  • Dimension: a column that has discrete values (eg. String and date column).
  • Aggregate: a column with an aggregate function applied contains aggregate values like sum, average etc. This even includes aggregate formula columns.
  • Measure: Measure column is nothing but a column containing numerical values that can be measured.

The chart designer looks as shown below. You can create charts by simply dragging and dropping the columns in their respected shelves. To know much more in detail about creating charts, you can refer to this help documentation

The chart types that are not applicable for the combination of columns that you use while creating the chart will appear faded (disabled). Let us now see in detail about each chart type and the combination of column types used to create them.

Pie Chart

Pie charts are used to represent percentage or proportional data. A pie chart can be converted to any of its equivalents like ring chart, funnel chart, bar chart, line chart, scatter chart, area chart or web chart. 
Given below is a combination of column types which when dropped in the mentioned shelves will help you generate a pie chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

--

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 2

Dimension/ Aggregate

Optional

--

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 3

Optional

Aggregate/ Dimension

--

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Example: Requests by status

Ring Chart

Ring chart or otherwise called as a doughnut chart is used to represent data in rings. A ring chart displays the contribution of each value to the overall total expressed in percentage. Ring chart can be converted to any of its equivalents like pie chart, funnel chart, bar chart, line chart, scatter chart, area chart or web chart.

Given below is a combination of column types which when dropped into their respective shelves as mentioned will generate a ring chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

--

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 2

Dimension/ Aggregate

Optional

--

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 3

Optional

Aggregate/ Dimension

--

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

 
Example: Region-wise Requests

Example: Region-wise Requests

Bar Chart

Bar charts are used when you have to compare data classified into discrete groups. They are generally used to categorize data, or represent two or more metrics of a particular category. They display values as individual bars whose height is determined by the value plotted and grouped by each category. A Bar chart can be converted into any of its equivalents like Line, Scatter, Area, Stacked Bar, Stacked Area or Combo chart depending on the category.
 
The below combination of column types will help you create a bar chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

Dimension/ Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 2

Dimension

Multiple Aggregate fields

Dimension/ Aggregate/Measure (Optional)

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 3

Dimension/ Aggregate

Optional

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 4

Optional

Dimension/ Aggregate

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Example: Requests count by month

Stacked Chart

A Stacked chart allows you to easily analyze the patterns and trends in your data by comparing the parts of your dataset to the whole. In other words, it plots the contribution of each value to the total across categories. There are two types of stacked charts - Stacked Bar and Stacked Area

Stacked Bar Chart

You can use the below combination of columns to create a stacked bar chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

Dimension/ Aggregate/Measure

Dimension/ Aggregate (Optional)

Dimension/ Aggregate (Optional)

Case 2

Optional

Dimension/ Aggregate

Dimension/ Aggregate/Measure

Dimension/ Aggregate (Optional)

Dimension/ Aggregate (Optional)

Case 3

Dimension/ Aggregate

(Optional)

Dimension/ Aggregate/Measure

Dimension/ Aggregate (Optional)

Dimension/ Aggregate (Optional)

Example: Priority-wise requests for each region

Stacked Area

You can use the below combination of columns to create a stacked area chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

Dimension/ Aggregate/ Measure

Aggregate (Optional)

--

Case 2

Dimension

Multiple Aggregate fields

--

Aggregate (Optional)

--

Example: Mode-wise ticket in-flow by weekday

Scatter Chart

Scatter charts are commonly used for plotting and comparing numeric values, such as scientific, statistical, and engineering data. It is generally used for comparison between two numerical axes with uneven intervals and ranges. You can interchange a scatter chart with a line chart.
 
The following combination of column types will help you generate a scatter chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate/ Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Case 2

Aggregate

Aggregate/ Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Case 3

Dimension/ Aggregate

Optional

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Case 4

Aggregate/ Dimension

Optional

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Example: Sales across year by region.

Line Chart

A line chart is used to analyze series trend across a time period. You can interchange a line chart with a scatter chart.
 
Any of the below combination of column types will generate a line chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate/ Dimension/ Optional

Dimension/ Aggregate/ Measure (Optional)

Dimension/ Aggregate/ Measure (Optional)

Dimension/ Aggregate/ Measure (Optional)

Case 2

Optional

Aggregate/ Dimension

Dimension/ Aggregate/ Measure (Optional)

Dimension/ Aggregate/ Measure (Optional)

Dimension/ Aggregate/ Measure (Optional)

Case 3

Aggregate/ Dimension

Optional

Dimension/ Aggregate/ Measure (Optional)

Dimension/ Aggregate/ Measure (Optional)

Dimension/ Aggregate/ Measure (Optional)

Example: Sales across year by region

Bubble Chart

Bubble charts are really useful if you want to visualize your data highlighting the magnitude/weight of a data point with sizing. You can use a bubble chart wherever a Scatter plot is used, with scatters points being replaced by bubbles. The size of the bubble will be determined by the data column dropped in the new Size shelf of the Chart designer.
 
The following combination of column types will help you generate a bubble chart.

 

X axis

Y axis

Color

Text

Size

Tooltip

Case 1

Dimension

Aggregate/ Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 2

Aggregate

Aggregate/ Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 3

Dimension

Optional

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 4

Aggregate

Optional

Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 5

Optional

Dimension

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 6

Optional

Aggregate

Dimension

Aggregate/ Dimension/ Measure/ Optional

Aggregate

Aggregate/ Dimension/ Measure/ Optional

Example: Sales across year by region

Packed Bubble Chart

The Packed Bubble chart type is used to display data in a cluster of circles or bubbles. They are used to display the values disregarding the axes. The difference between a normal bubble chart and a packed bubble is that the latter is tightly packed rather than spread over a grid. You can use a packed bubble chart to visualize large amount of data in a small space.
 
The following combination of column types will help you generate a packed bubble chart.

 

X axis

Y axis

Color

Text

Size

Tooltip

Case 1

Dimension

Aggregate/ Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 2

Aggregate

Aggregate/ Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 3

Dimension

Optional

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 4

Aggregate

Optional

Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 5

Optional

Dimension

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Case 6

Optional

Aggregate

Dimension

Aggregate/ Dimension/ Measure (Optional)

Aggregate

Aggregate/ Dimension/ Measure (Optional)

Example: Sales across year by region

Heat Map Chart

Heat map is a chart that displays data values as colors inside a matrix. This is a two-dimensional grid chart, where each color represents the data.

You can also choose to derive the size and color intensity of each cell based on the data. This will be pretty useful for categorizing and visualizing data based on factors like volume of occurence, intensity, performance scale (bad to good) etc., 

The following combination of column types can be used to create a combination chart.

 X Axis Y AxisColorTextTooltip
Case 1DimensionDimensionAggregate

Aggregate

(Optional)

Aggregate

(Optional)

Example: Sales across a Year by Month and Week. 

Combination Chart

The combination chart is a combination of bar and line chart and is used when you have a mixed type of data to represent. 
 
The following combination of column types can be used to create a combination chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Multiple Aggregate fields

--

--

--

Case 2

Dimension

Multiple Aggregate fields

--

Aggregate

Aggregate

Please do note that you cannot build a combination chart when the Color shelf is occupied.
 
Example: Sales across year by region

Area Chart

Area charts shade the area beneath the lines and therefore help you more readily to compare data magnitudes. They are mainly useful for emphasizing the change in metrics across time. You can interchange an area chart with a web chart.
 
Given below is a combination of column types which will help you generate an area chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

Dimension/ Aggregate/ Measure (Optional)

--

--

Case 2

Dimension

Aggregate

Dimension/ Aggregate/ Measure (Optional)

Aggregate

Aggregate

Example: Sales across year by region

Funnel Chart

 
The funnel chart is used to represent a progressive flow/reduction of a business metric across phases. 
 
The below combination of column types can be used to create a funnel chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

--

Aggregate/ Measure (Optional)

Aggregate/ Measure (Optional)

Case 2

(Optional)

Aggregate

--

Aggregate/ Measure (Optiona)l

Aggregate/ Measure (Optional)

Example:Sales across year

Web Chart

Web charts help in studying the comparison between different data series. It compares the values of a number of data series represented with data markers in proportion with a center point.
 
Given below is a combination of column types which will help you generate a web chart.

 

X axis

Y axis

Color

Text

Tooltip

Case 1

Dimension

Aggregate

Dimension (Optional)

--

Aggregate/ Measure (Optional)

Example: Sales across Year

Map chart

A map chart can be used to tag metrics against geographical locations on a map view. You can create map charts using location specific columns in your data. This location information can be continent, country, county, state/province, city, or latitude and longitude.

Analytics Plus auto-identifies the columns that contain geographical data in your dataset at the time of import. You can use the Change Data Type option to change the data type of existing geo-specific columns in your workspace.

For example, if your dataset contains latitude and longitude columns categorized as decimal number,

  • Right-click on the column header and select Change Data Type
  • Select the appropriate Geolocation data type from the drop-down 
  • Click OK

maps-change-datatype

Types of map chart

  • Map - Scatter: Data points are represented as scatter plots on a map view. 
  • Map - Bubble: Variation of "Map - Scatter" chart in which data points are replaced with bubbles. 
  • Map - Pie: Variation of Map - Scatter chart in which data points are represented as pie charts.
  • Map - Bubble Pie: Variation of Map - Pie chart in which the pie points are replaced with "Bubble Pies". The size of the pie chart is determined by the column dropped in the Size section.
  • Map - Filled: Fills the region of the location dropped in the X-axis. Countries, cities, and other locations are color-coded on the map based on values in the report legend. Color enables an additional layer for comparison.

To create a map chart, 

  • Click on New > New Chart View
  • Drag and drop your location column in either the X or Y axis. 
  • You can change the chart type using the More Charts option. 

In the below example, a Map - Bubble Pie chart is created to plot product-wise sales across different countries. 

creating-maps

You can also create a map chart without changing the data type of your column. This can be done using the Treat as Geo option in the chart designer. When you use this option, the data type of the column will be considered as Geo Data only in the specific report. 

Here's a table with possible combinations of column types to create map charts: 

 RegionX-axisY-axisColorTextTooltip
 Type               Geo locationAggregateDimension/ Aggregate/ Measure (Optional)Dimension/ Aggregate/ Measure (Optional)Aggregate/ Dimension/ Measure (Optional)

filled-map

Map interactions

You could interact with the map chart using the following options available in the panel.

  • Search (allows you to search for a location) 
  • Home (fits the map to screen)
  • Grab Area (zoom and focus the selected region)
  • Zoom in
  • Zoom out 

maps-interactions

Options such as drill down, view underlying data, and legend filter will work on map charts in addition to map interactions.

Customizing map chart

You can customize the look and feel of your map chart using options in the Settings menu. 

settings-map-charts

  • Click the Settings option in the toolbar > Select the Map tab.
  • The Map Chart Settings page will open as shown below.

maps-settings

Customization options include: 

  • Theme - Change the theme of the map as needed.
  • Chart Fill Color - Change the color of the Chart Fill.
  • Data Label - Displays the Y-axis values on the map.
  • Markers Type - You can select the type of the marker that you wish to display (This is applicable only for Map - Scatter). 

Unresolved locations

There may be cases where some locations are not categorized. This could be due to issues in resolving geographical data such as ambiguous location names, misspelled locations, their colloquial name, etc. Such locations are listed as Unresolved locations in the panel. This option is visible in the edit mode.

Resolving unresolved locations

You can resolve the unresolved locations by providing more information in one of the following ways. 

Plot latitude and longitude: You can also resolve these location issues by specifying the latitude and longitude values in the Edit Unresolved Locations page. 

provide-locations

Correct misspelled locations: Spelling errors in locations names can also result in unresolved locations. For example, "Hong Kong" could be misspelled as "Hongkong", or "Brooklyn" as "Broklyn". You can always correct spelling errors in the imported table, or change them in the original data before import. 

Pick location for geo data: You can now use the geo location picker to resolve unidentified locations on map charts. 

Chart type KPI Widgets

The chart type KPI widgets of Analytics Plus allows you to highlight your data metrics using chart visuals. These are different from the actual charts and are focussed on displaying a single value. Click here to learn more.  

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