Using Graphs to Display Results

Overview of the Graph Types

About Bar Charts

A bar chart consists of vertical or horizontal bars that represent quantitative data. Use bar charts to compare data that is aggregated by the distinct values of a category.
You can apply grouping and create lattices. You can filter or rank your data based on a specified number of top or bottom values.
A Bar Chart
A Bar Chart

About Targeted Bar Charts

A targeted bar chart is a variation of the bar chart that has pointers to target values. In this example, the pointers appear above each bar.
A Targeted Bar Chart
A Targeted Bar Chart

About Waterfall Charts

A waterfall chart (also known as a progressive bar chart) shows how the initial value of a measure increases or decreases during a series of operations or transactions. The first bar begins at the initial value, and each subsequent bar begins where the previous bar ends. The length and direction of a bar indicate the magnitude and type (positive or negative, for example) of the operation or transaction. The resulting chart is a stepped bar showing how incremental changes lead to the final value of the measure..
A Waterfall Chart
A Waterfall Chart

About Line Charts

A line chart shows the relationship of one or more measures over some interval, such as time or a series of ranges. You can measure a single measure (univariate analysis), or you can show the relationships among multiple measures (multivariate analysis), such as the leading or lagging relationship between advertising and sales over time. The category on the X axis of a line chart is discrete; the category on the X axis of a time series plot is continuous.
You can apply grouping and create lattices.
A Line Chart
A Line Chart

About Pie Charts

A pie chart displays a part-to-whole relationship in a circle divided into multiple slices for each value of a category data item based on a single measure data item. Each slice represents the relative contribution of each part to the whole. In a pie chart, the legend is sorted by contribution.
Effective pie charts limit the number of slices to 5 or 6. In the designer, you can use a rank to reduce the number of slices in a pie chart. For more information, see Adding a New Rank.
A Pie Chart
A Pie Chart

About Scatter Plots

A scatter plot is a two-dimensional plot that shows the relationship of two measure data items. Each marker (represented by a symbol such as a dot, a square, or a plus sign) represents an observation. The marker’s position indicates the value for each observation. Use a scatter plot to examine the relationship between numeric data items. You can apply grouping by assigning a category to the Color role.
Scatter plots do not use aggregated data.
A Scatter Plot
A Scatter Plot

About Time Series Plots

A time series plot shows an ordered sequence of values that are observed at equally spaced time intervals. A time series plot requires a date, datetime, or time data item that is continuous.
A Time Series Plot
A Time Series Plot

About Bubble Plots

A bubble plot is a variation of a scatter plot in which the markers are replaced with bubbles. A bubble plot displays the relationships among at least three measures. Two measures are represented by the plot axes, and the third measure is represented by the size of the plot markers. Each bubble represents an observation. A bubble plot is useful for data sets with dozens to hundreds of values. You can add categories to the Grouping and Lattice roles.
A Bubble Plot
A Bubble Plot
Note: A bubble’s size is scaled relative to the minimum and maximum values of the size variable. The minimum and maximum sizes are illustrated in the plot legend. The actual value for each bubble is displayed as a data tip. For example, the legend that is displayed in A Bubble Plot, the minimum size is 1.3 and the maximum size is 8.3.

About Treemaps

A treemap displays your data as a set of rectangles (called tiles). Each tile represents a category or a hierarchy node. The color of each tile represents the value of the first measure. The size of each tile represents the value of the second measure. (There are two data roles for measures in a treemap—Size and Color.) For example, a sales data treemap might have tile sizes that represent the number of orders, and it might have tile colors that are derived from color gradients that represent sales.
Treemaps can display a large number of category values that might be hierarchical in a relatively small amount of space, so it is easy to see small changes or exceptions.
The layout of the tiles in the treemap is dependent on the size of the display area. This means that the same treemap might appear slightly different in the designer than it does in the viewer or on a mobile device.
A Treemap
A Treemap

About Dual Axis Bar Charts

A dual axis bar chart is a variation of the bar chart that has two measures. A measure is on each axis.
A Dual Axis Bar Chart
A Dual Axis Bar Chart

About Dual Axis Line Charts

A dual axis line chart is a variation of the line chart that has two measures. A measure is displayed on both the left and right side of the Y axis. The relationship between two measures can be examined on two different scales in a dual axis line chart.
A Dual Axis Line Chart
A Dual Axis Line Chart

About Dual Axis Bar-Line Charts

A dual axis bar-line chart is a variation of the bar chart that has two measures. A measure is on each axis, and the bar chart is overlaid by a line chart.
A Dual Axis Bar-Line Chart
A Dual Axis Bar-Line Chart

About Dual Axis Time Series Plots

A dual axis time series plot is a variation of the time series plot that has two measures. A measure is displayed on both the left and right side of the Y axis.
For example, a dual axis time series plot can be useful when you need to display two measures that have the same unit of measurement and different scales, such as quantity ordered and returns, or when you need to display two measures that have different units of measurement, such as sales and quantity ordered.
A Dual Axis Time Series Plot
A Dual Axis Time Series Plot

Insert a Graph into a Report

  1. To insert a graph into a report, choose one of the following:
    • Drag the graph icon from the Objects tab in the left pane and drop it onto the report canvas.
    • Select Insertthen selectGraphs and then select the menu item for the graph object that you want to insert. The graph is automatically placed in the report canvas. If you want the graph to appear in a different location, then drag and drop it in a new location.
    The following table lists the available graph objects:
    Icon
    Graph Type
    bar chart icon
    Bar Chart
    targeted bar chart icon
    Targeted Bar Chart
    waterfall chart icon
    Waterfall Chart
    line chart
    Line Chart
    pie chart icon
    Pie Chart
    scatter plot icon
    Scatter Plot
    time series plot
    Time Series Plot
    bubble plot icon
    Bubble Plot
    treemap icon
    Treemap
    dual axis bar chart icon
    Dual Axis Bar Chart
    dual axis line chart icon
    Dual Axis Line Chart
    dual axis bar-line chart icon
    Dual Axis Bar-Line Chart
    dual axis time series chart icon
    Dual Axis Time Series Plot
  2. To insert the data items that you want to use in the graph:
    • Drag and drop data items onto the graph.
    • Use the Roles tab in the right pane, and then specify the Category and Frequency roles.

Specify Graph Properties

To specify the properties for graphs:
  1. If it is not already selected, select the graph in the report canvas that you want to update.
  2. In the right pane, click the Properties tab.
  3. Update the general properties for the graph. You can update the Name, Title, Format, and Description.
  4. Update the specific properties for the graph. The available properties depend on the selected graph type. For example, for a pie chart, you can specify Data Labels, Group Style, and Legend properties.
    Here is an example of the properties for a pie chart:
    Properties for a Pie Chart
    Properties for a Pie Chart

Specify Graph Styles

To specify styles for graphs:
  1. If it is not already selected, select the graph in the report canvas that you want to update.
  2. In the right pane, click the Styles tab.
  3. Update the styles for the graph. The available styles depend on the selected graph type. For example, for a pie chart, you can specify Data Styling, Frame Styling, Text Styling, and Data Colors.