Choosing
Chart Types
Using data
visualization principles can help you to create clarity and provide meaning in
your cards, but identifying which chart type best answers your business
questions is just as critical.
Business Questions
and Correlating Chart Types
The
flowchart below can help you quickly identify which chart type would most
effectively display your data by aligning it to the business question type.
The
stacked bar chart allows you to quickly view and compare groups of different
topic- and/or date-specific elements all at once.
The
Pareto chart, often used in comparative and part-to-whole business
questions, is based on the Pareto principle, which states that 80% of your
revenue is generated by 20% of your consumers/customers.
This
chart is designed to help you identify what that 20% is and which metrics or
factors you need to look at to determine that group.
Unlike
other chart types that show data directly, variance charts show the differences
between two sets of data, such as actual versus budget or actual versus
forecast
The lollipop chart
is a variation on a bar chart that allows you to better emphasize the endpoints
of your data. The thin lines allow you to fit more in a small area, with small
circles that represent mouse-over points.
Comparative
questions: How do related values compare?
Example business
questions:
·
What are the total sales by region?
·
How much has each sales rep sold?
·
How does our CSAT score compare to our
competitors’?
Relationship
questions: How does one data point affect another? Or how does an event
score against multiple criteria?
Example business
questions:
·
How does the amount of sales training
completed affect performance for sales people?
·
Which accounts are most at risk of
default?
Summary Questions: How close
are we to the target?
Example business
questions:
·
Will the team meet sales targets this
quarter?
·
How do customers feel about the quality of
our service?
Trending
questions: How has a value changed over time?
Example business
questions:
·
Is our focus on customer satisfaction
having an impact?
·
Does seasonality affect sales?
·
How long does it take new employees to get
up to speed?
Many line and
stacked charts allow you to make comparisons to trending data.
Line charts give
you the ability to analyze peaks and valleys in performance. For a more detailed
view, you can either use Domo's rollover features or zoom in and select which
elements of the chart you want to focus on. The visualization will change to
adapt to the input area you’ve selected.
The stacked
trending chart can give you insights into, for example, how opportunity amounts
compare to projected revenue and how quotas are trending in response to
quarterly increases in revenue.
A slope chart is a
simple line visualization of a time period based on the period’s start and end
points. This easy-to-read chart eliminates the clutter of intermediate points,
allowing you to focus on the insights that matter.
Period-over-period charts
allow you to see data for a specified date range compared with data for the
same range for another period. This year-over-year chart, for example, can
be used to show how labor costs are trending this year compared to last year.
Trending
questions and charts correlate to time comparisons. For example, in a running
total stacked bar chart, you can see comparisons of trending cases each
month to determine how well team members are handling the demand.
Composition
questions: How do subsets contribute to the whole?
Example business
questions:
·
What percentage of our revenue is from new
customers vs. repeat business?
·
What industries are our clients in?
·
What products make up the $100k sales for
this month?
Distribution
questions: Where do things happen?
Example business
questions:
·
Where should we open a new store?
·
How does the distance from the head office
affect policy compliance?
·
Does our regional marketing affect sales?
Trending
questions and charts correlate to time comparisons. For example, in a running
total stacked bar chart, you can see comparisons of trending cases each
month to determine how well team members are handling the demand.
Stage
Progress Questions: How much progress has been made?
Example business
questions:
·
How many potential customers are in each
stage of the sales cycle?
·
What was our sales pipeline at the
beginning and end of the quarter, and what changed in between?
There are a number
of different funnel card types in Domo. The type illustrated below, the stream
funnel chart, is a cross between a funnel graph and a stacked area graph.
Unlike pie-type graphs, the stream funnel graph allows you to include series
data. For example, you can use a stream funnel graph to visualize data by
campaign to see how much one contributing campaign is providing to the overall
goal of your marketing efforts.
Waterfall charts
are essentially Bar charts that show a series of profits and losses for a
specified time period, with a summary bar showing the amount remaining at the
end of the time period. Profits appear as green bars, losses appear as red
bars, and start and summary bars appear as blue bars.
Gauges are simple
charts that indicate progress towards meeting a target. A Progress Bar gauge is
similar to a thermometer that "fills in" to show how close the
current value is to the goal. This gauge type does not include ranges. This
gauge type is similar to a Filled gauge, which also "fills in" to show the proximity of
the current value to the target—the difference is that a Progress Bar gauge
shows the value as a percentage, whereas a Filled gauge shows the actual value.
There are a number
of effective charts that can visualize composition questions, including pie,
funnel, gauge, area, and waterfall. These illustrate part-to-whole
comparisons in questions and visualizations.
The Nautilus
chart provides clarity above and beyond regular pie charts, as the layout makes
it easier to distinguish small differences between slices.
Sankey charts are a
type of flow diagram in which the thickness of the connecting lines between
elements is proportional to the flow rate. They are usually used in scientific
applications, especially physics, in which they often show energy inputs,
useful output, and wasted output. However, they are often used in business as
well, especially in showing cost breakdowns, inventory flows, web traffic, and
more
A Tree Map displays
the names of categories within rectangles of differing sizes. The sizes of the
rectangles reflect the relative values of each category. Treemaps now have
more dimensions to analyze your business.
Gauges are simple
charts that indicate progress towards meeting a target. A face gauge uses an
image of a face to show progress towards a goal. Three ranges are available—a
red frowning face for "poor," an orange face with a blank expression
for "fair," and a green smiling face for "excellent." A
filled gauge is similar to a thermometer that "fills in" to show how
close the current value is to the goal.
Face
chart
Some single
gauge charts are known as manager specials because they quickly identify
whether action is required or not. The face chart is set up to
conditionally display an appearance based on a criteria being met or
unmet. There are three different visualizations for the face: green happy face,
yellow neutral face, and red angry face.
For example, if
you’re managing a call center consisting of several teams, and you've
set certain criteria for unassigned open tickets, you can use the smile
chart to identify when teams are meeting criteria or falling below it. So, if
customers are experiencing a short wait time, the face stays green. If average
response times fall below the criteria, the face changes to yellow or
red.
Gauge
Charts
The radial
gauge and field gauge charts show where metrics move based on what you
have indicated. In order to build this gauge chart, you need to specify
criteria that indicates your ranges (from point A to point B is this color, and
so on). Then your data moves the needle on the chart as it progresses through
those ranges and gives you the feedback you want to see.
Gauge
visualizations can provide one-glance answers for executives on data they may
need to view repeatedly to track progress or validate success.
Relationship
Questions
These
charts illustrate specific relationship patterns between two or more variables.
These options are usually more specialized because you can
examine multiple criteria in the chart.
Scatter
plot charts
A standard scatter
plot graph has two value scales: one on the vertical Y axis and one on the
horizontal X axis. Points can be assigned into specific groups by including
series data in the graph.
Domo’s data science
graphs, like the scatter plot, allow you to perform in-depth statistical
analyses on your data. You can view this card as a whole, or you can
highlight just one area of it and zoom in to get more details about that
specific timeframe or series data.
Bubble
charts
Similar to scatter
plot graphs, bubble graphs have two value scales, and X and
Y coordinate pairs are plotted on the graph. Bubble graphs are more
complex than scatter plot graphs in that they include a bubble size
dimension. For example, you can not only show the relationship between
market spend and conversion, but also how much was spent on each resource.
Heat
map
The heat map is
also an effective option to use when answering relationship
questions. Heat maps allow you to visualize relationships between data
categories and draw attention to "hot spots" of activity and trends.
A best
practice is to use a single color in varying shades to show the changes in
data.
Dropdown
Selector Card
With Dropdown
Selector Cards, you can pick from a large list while requiring little space.
This new chart type integrates seamlessly with Page Filters
Custom
Charts
You
can add custom charts via the following formats to your Domo instance in
the Admin Settings or the Analyzer.
SVG (Scalable
Vector Graphics) - Are an XML-based markup language for describing
two-dimensional based vector graphics.
KML (Keyhole Markup Language) - Is a file format used to display
geographic data in an Earth browser such as Google Earth.
GeoJSON - Is an open standard format designed for representing simple
geographical features, along with their non-spatial attributes.
TopoJSON - Is an extension of GeoJSON that encodes geospatial
topology and that typically provides smaller file sizes.
Shape - ESRI standard file format. Includes geospatial vector data
(import Google Earth and export as KML).