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Version: Early Access

Creating a graph with pies or rings

You can view the contribution of attribute elements or metrics to a total by displaying your data in a pie or ring graph. These graphs require at least one metric and at least one attribute.

Use a variety of display styles to produce pie and ring graphs. You can display pie graphs in a grid layout or display ring graphs in scatter layout. View the examples of pie and ring graphs, including the data requirements for each style.

Steps:

  1. Open a new or existing dossier.

  2. Click Insert Visualization to add a new, blank visualization to the dossier.

  3. In the Visualization Gallery, click Pie Chart.

  4. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. You can also drag objects from the Datasets panel directly on the visualization.
    Note: To view data requirements for a graph style, hover your cursor over the visualization icon in the Visualization Gallery.

  5. Place one metric in the Angle area to determine the size of the wedges in the pier or ring graph. Wedges with large metric values appear larger in size. Wedges with small metric values appear smaller in size.

  6. To overlay pie or ring graphs, add multiple metrics to the Angle area. Each metric produces a separate pie or ring graph.

  7. To display a wedge for each element of an attribute, place at least one attribute in the Slice area.

    or

    To display a wedge for each metric in the Angle area, place the Metric Names attribute in the Slice area.

  8. There are several ways to color the wedges in a pie graph.

    To color the wedges based on an attribute, place at least one attribute in the Color By area. Each value in the attribute appears in a different color.
    Note: If you color other graphs and heat maps using the same attribute, each attribute value displays the same color across all graphs and heat maps. Web automatically selects the colors based on the color palette, but you can select a color for each attribute value.

    or

    To color wedges based on the value of a metric, place one metric in the Color By area. The wedges in the visualization are automatically shaded based on the value of the metric. Wedges with large metric values appear with dark colors and small metric values appear with light colors.

    or

    To color wedges based on the metric that each item represents, place the Metric Names attribute in the Color By area. Each metric in the Angle area appears in a different color.

  9. You can display a separate ring or pie graph for each element in an attribute, each metric in the Angle area, or both. This option is available if the Slice area is empty and there are no attributes or metrics displayed on the X-axis or Y-axis, or if there is an attribute in the Slice area and at least one metric on either the X-axis or Y-axis of the graph.

    You can display the revenue data for each Region as a separate pie graph.

    To display a separate ring or pie graph for each element in an attribute, place at least one attribute in the Break By area. If you add more than one attribute to the Break By area, a graph appears for each combination of the attribute elements.

    or

    To display a separate ring or pie graph for each metric in the Angle area, place the Metric Names attribute in the Break By area.

  10. To size ring or pie graphs based on the value of a metric, place one metric in the Size By area. Ring or pie graphs with large metric values appear larger in size. Ring or pie graphs with small metric values appear smaller in size.

  11. You can slice data into rows and columns of separate graphs, based on attributes. If you slice the data into both rows and columns, a table of graphs appears, with a graph for each combination of the attribute elements.

    To slice your data into rows of graphs, drag at least one attribute to the top of the Vertical area. Each graph appears in a separate row, one for each element in the attribute.

    or

    To slice your data into columns of graphs, drag at least one attribute to the top of the Horizontal area. Each graph appears in a separate column, one for each element in the attribute.

  12. To display additional metrics when you hover over a graph item, place metrics in the Tooltip area.

  13. Select which attribute forms appear in the visualization.

  14. Define the formatting options.

  15. Click Save.

Example Pie and Ring Graphs

Display pie or ring graphs in a grid layout. The pies or rings do not overlap.

This style requires:

  • One metric in each of the following areas: Angle
  • One attribute in each of the following areas: Color By, Slice, Vertical, and Horizontal

Display pie or ring graphs in a scatter graph layout. The pies or rings can overlap and may or not be sized.

This style requires:

  • One metric in each of the following areas: Angle, Vertical, and Horizontal
  • One attribute in each of the following areas: Color By, Slice, and Break By

Display pie or ring graphs in a vertical or horizontal layout. This type is also known as a bubble layout. The pies or rings do not overlap.

The vertical layout style requires:

  • One metric in each of the following areas: Angle and Vertical
  • One attribute in each of the following areas: Color By, Slice, and Horizontal

The horizontal layout style requires:

  • One metric in each of the following areas: Angle and Horizontal
  • One attribute in each of the following areas: Color By, Slice, and Vertical

If your graph visualization contains pies or rings displayed in the same position, the pies or rings are overlaid on top of each other. Add a second metric to the Angle area to view two separate pie or ring graphs in the same location. A white circle appears around pie graphs that have been overlaid on top of other to distinguish them as separate graphs.