There are many ways to visualize your PowerMetric data in Klipfolio. From one PowerMetric you can optionally create multiple versions (or views) of your data by applying different chart and style options. This article defines each visualization type and suggests which ones to use for the PowerMetric you want to display.
- Bar / Column Chart
- Line / Area Chart
- Pie / Donut Chart
- Tree Map
- Radar Chart
- Waterfall Chart
- Heat Map
- Summary Chart
Some visualizations have style options to allow for further customization. After selecting your Chart Type, you can view the Style options for that chart type.
Bar / Column Chart
The Bar / Column Chart displays a comparison of values as bars along an axis. Bar / Column charts are an effective way to compare the quantities of different categories. You can choose which segment your x-axis represents using the drop-down at Over on the right. If the data set tracks values over a set period of time, use a line or area chart instead. The example below shows sales revenue by country.
When creating a Bar / Column Chart, you select Bar / Column as the Chart Type and then select a Style option to either display your data in bars or columns. There are also style options available to display your data as a stacked bar or stacked column chart. When viewing a stacked bar chart, the top of the bar indicates the total value, while each coloured section represents a subtotal for each segment. The example below shows total monthly expenses segmented by the total revenue generated by different products.
- While bar charts can be used to show parts of a whole value, depending on your data, it may be easier to understand this information in a pie / donut chart.
- Stacked bar charts don't support trend lines. If your PowerMetric includes trend lines, your visualization will default to a column chart.
- When doing comparisons to other time periods, for line and bar charts, the previous period’s data displays in the background as a grey dotted line.
Line / Area Chart
When you choose the Line / Area Chart Type, you can select whether you want a Line or Area chart by selecting the corresponding Style option.
The Line Chart , like the area chart, displays a comparison of values over time by plotting points joined by line segments. It’s great for comparing data as well as showing trends over time.
Note: When doing comparisons to other time periods, for line and bar charts, the previous period’s data displays in the background as a grey dotted line.
Area Charts display changes in values over time, plotted as line segments. The area below the line segments is shaded, drawing greater attention to significant changes in value.
Note that when you are viewing segmented data, the areas are stacked. This means you must mouse over an area to see its assigned value. The top line of the stack indicates the cumulative value of all segments.
Area charts are an effective way to quickly detect trends in data over time, but can become confusing if too many segments are included. If this is the case, we recommend switching your visualization type to a line chart.
Pie / Donut Chart
The Pie / Donut Chart displays categorical data divided into sections, so you can see each section’s value in comparison to the whole. You can mouse over segments to see the specific values for each one. Pie and donut charts are effective at quickly conveying information but if your data includes a lot of segments, this impact can be weakened and your message blurred. In such cases, opt for a different visualization type. Note that pie charts do not display comparisons to a previous period.
After selecting Pie / Donut as the Chart Type, choose a Style to display your data as a pie or a donut chart.
Tree Maps are used to display hierarchical data, meaning that each category can be subdivided by different segments to make up a whole value. The value each rectangle represents is reflected in its area size. For example, in a PowerMetric for total sales for three different sales agents, the agent with the least sales will have the smallest rectangle. Note that because this PowerMetric is only comparing one level of data, all the rectangles display as the same colour.
When visualizing multiple segments of data (you can view up to three levels of hierarchical data on a tree map) different categories are differentiated by colour. Subcategories are represented as smaller rectangles (also scaled based on value) nested within the rectangle for their category. In the example below, the rectangle for Carmine Carman is blue and contains rectangles for eggs, bread, butter, and milk. You can tell at a glance that she made the smallest percentage of her total sales on milk because it is the smallest of the blue rectangles.
Each category and subcategory is labelled to give the viewer a quick impression of the data. Mousing over the labels displays the numerical values for each category and subcategory.
A Radar Chart (also known as a “spider chart” or “web chart”) enables users to display data with multiple variables on a chart of three or more axes. It functions as a wrap-around line chart, making it easy to identify outliers and correlations in data. When comparing multiple segments, you can quickly see which values have the greatest degree of difference and which values overlap by looking at how their shapes intersect. Consider using a radar chart as a substitute for a regular line chart when you have limited space on your dashboard. Note that if you have a large number of segments to compare, the visualization may become cluttered and difficult to interpret. If this is the case, consider using a line chart instead.
Waterfall Charts illustrate how an initial value increases and decreases by a series of intermediate values (displayed as floating columns), showing value progression over time. The final column represents the total balance. The example below displays monthly revenue (represented as floating green columns) leading to the total revenue balance in the final column.
A Heat Map (also known as a matrix) is used for comparing information in the same category. This visualization colour-codes value ranges so that users can quickly distinguish differences in values. The heat map legend shows which colours correspond to which values. Mousing over a cell displays its exact numeric value. The example below refers to sales figures by representative. You can quickly determine the top sales performers based on the number of cells and the depth of colour saturation.
Summary Charts depict a single numerical value that’s used to track the status of a PowerMetric. This is a good visualization choice when you need to communicate a sum value without going into greater complexity.
Summary charts can also be used to quickly convey data comparisons between time periods. There are a few options to choose from: You can display the percentage change or value change between the current value and the previous value (the delta), or you can show a comparison value (both values display together). Green is used to show a positive trend and red is used to show a negative trend.
Note: If there is no difference in values, no data available to compare to, or the time period set for the dashboard, or the PowerMetric, is not suitable for a comparison (for example, the dashboard time range is set to “All Time”) then the chart displays “--”.
The Table chart type displays your data in a table.
When configuring this visualization, select Table as the Chart Type and then choose List, Pivot, or Ranked as the Style option.
Note: The table visualization has a limit of 2000 value cells.
A List table, similar to an Excel spreadsheet, is a standard table visualization that lists items in rows. It displays results in the order in which they're returned and is a good way to see all of your data from a linear perspective.
Pivot tables enable you to view your values as plain text, eliminating any ambiguity. Unlike list tables, pivot tables organize axes' data hierarchically, so inner row headers are grouped under the parent header.
Pivot tables are useful for seeing the individual values of a metric, broken down by more than one dimension. You can assign up to two dimensions as nested levels in rows and, optionally, select one dimension for columns.
The pivot table example below displays sales revenue. The columns organize the data by month while the rows segment the values by sales agent and territory.
Pivot tables are also useful for identifying blank entries. In the example below, you can see that there is a blank entry for Kelvin Kash’s total revenue for Canada in March. This would not come across in a different visualization, such as a line chart, where a total value for sales in March would display without indicating the missing entry.
If you choose not to assign a dimension to your columns, your pivot table will contain one column of data and use your PowerMetric name as the column header. In the example below, the column is named "Revenue" after the name of the PowerMetric. If you change the PowerMetric name, the column header will update to match it.
Ranked tables display values in either descending or ascending order. You specify how many rows to display, whether you want to see the top or the bottom values from your data, and whether you want to include a comparison column. You can compare your data to other time periods (vs a previous period, vs the same period (last year), or vs a custom period). Comparisons are made between equivalent time period types. For example, if the date range selected is "today", then the previous period will be "yesterday". Green is used to show a positive trend and red is used to show a negative trend.
Note: When comparing, if there is no difference in values, no data available to compare to, or the time period set for the dashboard, or the PowerMetric, is not suitable for a comparison (for example, the dashboard time range is set to “All Time”) then the chart displays “--”.