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Quick BI:Overview of Visualization Charts

Last Updated:Dec 11, 2024

Visualized charts can help you display data analysis results intuitively and clearly. This topic describes the applicable scenarios of different types of charts and the chart types supported by different editions to help you quickly select appropriate charts for data presentation and display.

The Quick BI provides more than 40 chart styles, including table, indicator, line /surface, column /bar, pie /ring, bubble /scatter, funnel /transformation relationship, geography and other categories. It covers six analysis categories: trend, comparison, distribution, relationship, space and time series, and supports custom chart types. It can meet your flexible and diverse visual analysis requirements.

Applicable scenarios of charts

Each chart has its applicable scenarios and data elements (that is, the fields that make up the chart). For example, a map is mainly used to view the distribution of a data metric in different geographic regions. Its core data elements must contain a geographic dimension. Therefore, understand the applicable scenarios of different charts and the core data elements to help you quickly select an appropriate chart.

The following section describes the scenarios, data elements, and sample displays of various types of charts.

  • Table

    Chart name

    Example

    Scenario

    Data Elements

    Cross Table

    image.png

    Cross tables are used to analyze the relationships between multiple dimensions and measures to help decision-making.

    • N/A

    • Columns

    Fact table

    image.png

    It is used in analysis scenarios where metrics display detailed data in dimensions. It analyzes and makes decisions based on detailed data from different perspectives, such as distribution and ranking order.

    • N/A

    • Columns

    Trend Analysis Table

    image.png

    In most cases, a trend analysis table is used to analyze metrics at a macro level. You can use a trend analysis table to analyze data of a year, a quarter, a month, a week, and the previous seven days. You can also use a trend analysis table to compare metrics and analyze the trends, mean values, and normalization of individual metrics.

    • Metrics

    • Comparison

    Heat Map

    image.png

    heatmap are often used to show the correlation of different dimensions and can be used in models such as shopping basket analysis.

    • X-axis

    • Y-axis

    • Thermal depth

  • Metric

    Chart name

    Example

    Scenario

    Data Elements

    Scorecard

    image.png

    A kanban is used to display one or more measures in a dimension, especially in scenarios in which accurate numbers need to be displayed for metrics.

    • Kanban Metrics

    Trend Indicator

    image.png

    An indicator trend chart is often used to display the changes of multiple indicators over a period of time. You can quickly determine whether business exceptions are found based on the changes of the indicators.

    • The date.

    • Metrics

    Ticker Board

    121.gif

    It is often used in scenarios where a single metric is displayed, focusing on enterprises or businesses. You can quickly determine whether business exceptions are found based on the changes in the metrics.

    • Indicator (Measures)

    Progress Bar

    image.png

    It is often used in scenarios such as progress, metrics, and trends. It focuses on enterprises and businesses. You can quickly determine whether there are business exceptions based on the changes in metrics.

    • Pointer (Mea.)

    Dashboard

    image.png

    It is mostly used in scenarios such as progress, indicators, and trends, focusing on the business of an enterprise. You can quickly determine whether there are business exceptions based on the changes in indicators.

    • Pointer Angle (Mea.)

    Liquid fill chart

    image.png

    It is often used in scenarios such as progress, metrics, and trends. It focuses on enterprises and businesses. You can quickly determine whether there are business exceptions based on the changes in metrics.

    • Pointer (Mea.)

    Decomposition Tree

    指标拆解树

    The metric disassembly tree is used to disassemble dimensions and measures. With dimension disassembly, you can easily view the contribution of each part to the whole.

    • Analytics

    • Disassembly basis

    Metric Relationship Chart

    image

    The metric relationship diagram is used to edit the relationship between metrics and is displayed through the relationship diagram.

    • Metrics

    • Relationship

  • Line /Plane Graph Class

    Chart name

    Example

    Scenario

    Data Elements

    Line

    线图效果图

    A line chart is used to show the trend of data at equal time intervals. For example, to analyze changes in product sales over time and predict future sales.

    • Category Axis

    • Value Axis

    • Color legend

    Area

    面积图

    Similar to a line chart, area chart are used to show the trend of data over a certain period of time and the proportion of area they occupy.

    • Category Axis

    • Value Axis

    • Color legend

    Stacked area chart

    堆积面积图

    Similar to area chart, the difference is that the starting point of each data set on the stacked area chart is different. The starting point is based on the previous data set. It is used to show the trend line of the size of each value over time or category, and shows the relationship between the part and the whole.

    • Category Axis

    • Value Axis

    • Color legend

    100% stacked area chart

    百分比堆叠

    A 100% stacked area is an enhancement of the stacked area chart. In the 100% stacked area chart, the dependent variables of each area are accumulated to obtain the grand total.

    • Category Axis

    • Value Axis

    • Color legend

    Combination Chart

    组合图

    A combination chart provides a dual y-axis and allows you to plot two different types of charts, such as line charts, vertical bar charts, area charts, and charts in stacked and 100% stacked modes.

    • Principal Value Axis

    • Secondary value axis

    • Category Axis

    • Color legend

  • Column /bar chart category

    Chart name

    Example

    Scenario

    Data Elements

    Vertical Bar Chart

    柱图

    A vertical bar chart compares data of different categories and visualizes the changes of data over a period of time.

    • Category Axis

    • Value Axis

    • Color legend

    Stacked vertical bar chart

    堆积柱形图

    In a stacked vertical bar chart, each bar represents a whole, and the segments in the bar represent different parts or categories of that whole.

    • Category Axis

    • Value Axis

    • Color legend

    100% stacked vertical bar chart

    百分比柱状图

    Each layer height of the 100% stacked column chart indicates the percentage of the category data to the total data of the group. Each bar represents a whole, and the segments in the bar represent different parts or categories of that whole.

    • Category Axis

    • Value Axis

    • Color legend

    Circular bar

    环形柱状图

    A circular bar chart shows the differences between data of different categories and the overall trend of data.

    • Category Axis

    • Value Axis

    • Color legend

    Ranking Board

    image.png

    A ranking board shows the top N data.

    • Perspective

    • Metrics

    Horizontal Bar

    条形图

    Similar to column chart, bar charts use a horizontal display to compare the size of data and the gaps between items.

    • Category Axis

    • Value Axis

    • Color legend

    Stacked horizontal bar chart

    堆积条形图

    A stacked horizontal bar chart splits each data entry and shows the size of each entry of the same type. In the stacked horizontal bar chart, each bar represents a whole, and segments in the bar represent different parts or categories of that whole.

    • Category Axis

    • Value Axis

    • Color legend

    100% stacked horizontal bar chart

    百分比堆积

    Each layer width of the 100% stacked bar chart represents the percentage of the category data to the total data of the group. Each bar represents a whole, and the segments in the bar represent different parts or categories of that whole.

    • Category Axis

    • Value Axis

    • Color legend

    Dynamic Bar Chart

    2.gif

    A dynamic bar chart can dynamically display the changes of metrics.

    • Value Axis

    • Category Axis

    • Playback Axis

    Waterfall Chart

    瀑布图

    Waterfall charts use a combination of starting and relative values to visually reflect the results of data at different times or under the influence of different factors, and are often used in business and financial analysis.

    • Category Axis

    • Value Axis

  • Pie /Ring Class

    Chart name

    Example

    Scenario

    Data Elements

    Pie chart

    饼图

    A pie chart is often used to show the ratio of the size of each item in the data to the sum of the items.

    • Sector Label

    • Central angle

    Radar chart

    雷达图

    A radar chart is used to display the numbers or ratios obtained from analysis. It is mostly used to display the distribution of dimension values.

    • Branch label

    • Branch length

    Rose

    玫瑰图

    polar area chart shows the comparison between various data items. It is mostly applicable to enumerated data.

    • Sector Label

    • Sector length

    Treemap

    矩形树图

    The rectangle hierarchy chart describes the relative proportion of data metrics among the objects to be examined. It is mostly used to view the distribution of dimension values.

    • Color block size

    • Color Block Label

  • Bubble /Scatter

    Chart name

    Example

    Scenario

    Data Elements

    Bubble

    气泡图

    A bubble chart visualizes the distribution and aggregation of data based on bubble locations and sizes.

    • Y-axis

    • X-axis

    • Category

    • The color.

    • Size

    • Playback Axis

    Scatter Chart

    散点图

    Scatter charts show the correlation and distribution of data.

    • Y-axis

    • X-axis

    • Category

    • The color.

    • Playback Axis

    Facet Scatter

    分面散点图

    A facet scatter chart shows data correlation and distribution.

    • Y-axis

    • X-axis

    • The color.

  • Funnel /Transformation Relationship Class

    Chart name

    Example

    Scenario

    Data Elements

    Funnel Chart

    漏斗图

    A funnel chart shows the progression of conversions in various aspects of the business. For example, a funnel chart can clearly show the final conversion rate of users from entering the website to realizing purchases.

    • Funnel Layer Label

    • Funnel layer width

    Comparable Funnel

    对比漏斗图

    The comparison funnel chart can compare the data of two types of things under different indicators, such as the proportion of floating population, employment rate and commercial housing transaction volume in Beijing and Shanghai.

    • Funnel width

    • Item

    Flow analysis chart

    来源去向

    A source and destination chart can show the source, process, destination, and proportion of a set of data. It is mostly used to analyze and show the operation data of traffic flow.

    • Central POP

    • Node type

    • Name

    • Node metrics

    Sankey Diagram

    桑基图

    A Sankey diagram is a specific type of flow diagram that is commonly used to show traffic distribution and structural comparison.

    • Node category

    • Node height

    Arc chart

    image

    Arc charts are suitable for displaying and analyzing complex relationship network. They can be used to reveal patterns, trends, and relationships to help solve problems.

    • Source

    • Destination

    • Line value

  • Geography

    Chart name

    Example

    Scenario

    Data Elements

    Colored Map

    image

    A filled map displays data in hues with different saturation levels to show distribution of data across areas.

    • Geographic region

    • color saturation

    Bubble Map

    image.png

    geo bubble chart visualize the size and distribution range of relevant data indicators for a country or region

    • Geographic region

    • Bubble size

    • Bubble Color

    Heatmap

    image

    The heat map uses the depth of heat to show the size and distribution range of data.

    • Geographic region

    • Thermal depth

    Building heatmap

    image.png

    Statistics on the flow of people in offline venues, guide venue design, booth and commodity layout, and statistics on the flow of people in multi-user large exhibition halls, exhibitions, parks and large-scale supermarkets.

    • Coordinate data

    • Thermal depth

    Line Map

    image.png

    A flying line map uses a map outline as the background and dynamic flying lines to reflect the size of data between two or more places.

    • Flying Route Metrics

    • Geographic area (from)

    • Geographic area (to)

  • Other Classes

    Chart name

    Example

    Scenario

    Data Elements

    Word Cloud

    image.png

    A word cloud is commonly used to create user portraits and user tags.

    • Word size

    • Word tag

    Timeline

    时间轴

    The timeline can dynamically display changes in behavior and status.

    • Timeline /Time Dimension

    • node tag /Dimension

    • node tag /Metrics

Operation entry of the chart

Log on to the Quick BI console , and go to the Create Chart page as shown in the following figure.

  • Method 1: Create an ad hoc query from Quick Start on the Workbench tab out of a workspace

    image

  • Method 2: Create an ad hoc query in the left-side navigation pane of the Workbench tab in a workspace

    image

  • Entry 3: Create from the dashboard module in the space

    image

    When you create a dashboard in the preceding three entries, the dataset is not selected by default. You need to select a dataset on the edit page.

    image

  • Method 4: Create a workbook on the Datasets page.

    image

  • Method 5: Create a workbook on the editing page of a dataset.

    image

    After you create a dashboard for entry 4 and entry 5 from an existing dataset, the data panel on the right directly loads the corresponding dimensions and measures based on this dataset and drag them to the Fields area.

    image

For more information about common operations on charts, see Configure a chart data area.

Add a chart

  • Click Add Chart. In the Chart List dialog box that appears, add a chart.

    image

  • You can quickly lock a chart based on the chart type. When you move the pointer over a chart, Introduction and Dimensions /Measures are displayed below the floating window. You can click or drag the chart to add a chart.

    添加图表

  • In the upper-right corner of the page that appears, click Filter to filter charts by Analyze Intent. The default value is Unlimited. You can select Trend, Comparison, Distribution, Relationship, Geography, or Time Series.

    image

  • If you want to search for a chart name, you can click the icon in the upper-right corner imageto enter a keyword to search for the chart.

    image

Manage charts

You can click the icon in the upper-left corner of a chart to move, copy, label, view data, view SQL statements, insert query conditions, create monitoring, export, embed block, perform performance diagnostics, refresh data, display in full screen, delete, and fetch data.

image..png

Category

Usage note

Move To

Move the chart to the Tab container. image.png

View the profiling data

View the chart data.

Formatted data and raw data are available for viewing data format.

  • Formatted Data: the data that is processed by the database. For example, if the number of decimal places is large, only the last two digits of the decimal place are displayed after the decimal place is rounded. If the number of decimal places is too large, the unit is carried. image

  • Raw Data: the unprocessed database data. image

Copy

Copy the chart.

Paste

Paste the copied chart to the current dashboard.

Tag the data

Use icons, background colors, and dimension color highlights to mark specific parts of the chart. For more information, see Labeling.

View SQL Statements

View the SQL query statement of the chart. image.png

Insert query conditions

Add query conditions for the current chart. image.png

For more information, see Add and configure a filter bar for a chart.

Create a monitor

The alert information of the monitoring chart metric. image.png

For more information, see Configure monitoring and alerting.

Export data

Export chart data in the PNG format, PDF format, or Excel format, and store it on a local or OSS server. image.png

Block embedding

After embedding, you can only see the embedded chart.

Performance diagnosis

Diagnoses the query performance of the current chart and provides diagnosis details and optimization suggestions. image.png

Refresh data

Refreshes the current chart data.

Full Screen

Show the chart in full-screen mode. You can click the Exit Full Screen button to exit the full screen mode. 全屏展示.gif

Delete

Delete the chart.

Downloads

Create a self-service data retrieval for the current chart.

Note

Only cross tables, new cross tables, and part tables support this feature.

For more information, see Create and Manage Download Tasks.