Visualizations → Pie

About a Pie visualization

A pie visualization is a circular statistical graphic that is divided into slices/segments to illustrate numerical proportion that relates to the whole. When added up, each slice should equal the total. In a pie visualization, the arc length of each slice is proportional to the quantity it represents. All values are in percent by default. The pie visualization is ideal for showing the proportions of categorical data.

The distinction between a visualization and an insight is that an insight is an instance of the visualization. As an instance, an insight has unique configurations that a dashboard developer determines for displaying a chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a grouping dimension.

With two possible dimensions, a pie visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values by one or more attributes. The result is a pie chart on a dashboard tab that shows:

  • a grouping dimension element
  • a measure

Configurations for a pie insight

A dashboard developer first selects a pie visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the pie chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the pie chart.

The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.

Each pill has configurable properties. The parent tray determines the available properties of a pill.

The available trays for a pie insight are:

Important

The pie insight does not accept, or display, zero or negative values.

Grouping Dimension

From the Data panel, you can add several columns or formulas to the Grouping Dimension tray. The pie insight plots the first pill in the Grouping Dimension tray.

Each pill in the Grouping Dimension tray is a filterable column for the insight. The pill ordering in the grouping dimension tray defines the following:

  • the first pill is the innermost element as the parent node
  • the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping dimension and in doing so, also create one or more dashboard runtime filters

Measure

To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.

You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.

Individual Filter

To filter data for the pie insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.

To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.

Aggregate Filter

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

To create a filter expression, you can add a column or a formula to the Aggregate Filter tray from the Data panel. You can select the aggregate filter pill to open the Filter panel.

Using the Filter panel, you can specify the aggregation, the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the aggregate filter.

To learn more about filter expressions for an aggregate filter, review Concepts → Aggregate Filter.

Pill properties

The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:

You can edit the properties of a grouping dimension or a measure pill with the Properties panel for a pie insight.

To create a filter expression, you can edit the properties of an individual filter or aggregate filter pill with the Filter panel.

In the case of the Filter property of a measure pill, you can open the Filter panel from the Properties panel to create the filter expression.

To open the Properties panel or Filter panel, select the pill arrow.

Grouping dimension pill properties

Here are the properties for a pill in the Grouping Dimension tray in a pie insight:

Property Control Description
Column fully qualified name label The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray.
Formula text box Select this property to invoke the Formula Builder and create the formula expression you want. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Label text box Enter the label for the grouping dimension column or formula
Data → Date Part drop down list When the selected column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Data → Sort By drag and drop Drag and drop the column or formula to sort the columns by
    Format select Select the format of the formula or date column. This option is available only when you edit the pill properties for a date column or a formula
    Format → Date Mask text box Enter a customized date format or select a predefined one to appear in this text box
    Drill Down → Dashboards Drill Down link Select + Add Dashboard to select a dashboard tab to drill down to when the user selects a grouping dimension value in the insight
    Add Dashboard → Include Runtime Filters toggle Enable this property to pass the applied filter, if any, from one dashboard to another
    Add Dashboard → Search Dashboard text box Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.

    Measure pill properties

    The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

    Here are the properties for the pills in the Measure tray in a pie insight:

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data.
    Formula text box Select this property to invoke the Formula Builder and create the formula expression you want. This property is available only when you edit the properties of a formula added to the Measure tray.
    Data → Column Label text box Enter the label of the measure
    Data → Date Part drop down list When the selected column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Data → Aggregation drop down list Select the aggregation option for the measure values. There are different available options. The options are:
  • Average
  • Count
  • Distinct
  • Median
  • Min
  • Max
  • Sum
  • Formula
  • None
  • Data → Scale drop down list Select the chart scale. The options are:
  • None
  • Percent (%)
  • Thousands (K)
  • Millions (M)
    The default is None.
  • Data → Running Total toggle Enable this property to display the measure values as a running total
    Data → Filter drag and drop Drag and drop a column or formula to filter the measure
    Format select Select the format of the measure (e.g. Dollar Rounded)
    Format → Decimal Places text box Enter the number of decimal places to display for the measure value. This property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format.
    Format → Thousands Separator toggle This property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
    Format → Abbreviate on Hover toggle Enable this property to abbreviate the measure value upon hover
    Drill Down → Dashboards Drill down link Select + Add Dashboard to select a dashboard tab to drill down to when the user selects the measure value in the insight
    Add Dashboard → Include Runtime Filters toggle Enable this property to pass a filter from one dashboard to another
    Add Dashboard → Search Dashboard text box Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
    Advanced → Base Field drag and drop Drag and drop the column to join two tables that are not directly joined.
    Advanced → Query Plan button Select this property to reveal the direct data map path that the Incorta Analytics Service uses to retrieve or calculate the measure

    Individual filter properties for a filter expression

    To filter individual rows for the pie insight, define an individual filter. You can add a column or a formula to the Individual Filter tray from the Data panel.

    Individual filter properties for a filter expression with a column as a pill

    Here are the properties for a filter expression with a column as a pill in the Individual Filter tray for a pie insight:

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data.
    Data → Column Label text box Enter the label for the measure
    Date Part drop down list When the filter column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Operator drop down list Select the operator to use in the filter criteria
    Values multi-select Select the value(s) to evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True.
    If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
    Advanced → Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.
    Individual filter properties for a filter expression with a formula as a pill

    Here are the properties for a filter expression with a formula as a pill in the Individual Filter tray for a pie insight:

    Property Control Description
    Formula label label The formula label
    Data → Column Label text box Enter the label for the measure formula
    Formula → Dynamic toggle Enable this property to select a filter expression session variable as a value
    Formula text box Disable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
    Operator drop down list Select the operator to use in the filter criteria
    Values multi-select Select the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True. In the case that you enable Dynamic, select a filter expression session variable.
    If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
    Advanced → Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.

    Aggregate filter pill properties for a filter expression

    You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

    Aggregate filter pill properties for a filter expression with a column as a pill

    Here are the properties for a filter expression with a column as a pill in the Aggregate Filter tray for a pie insight:

    Property Control Description
    Column Label text box Enter the name of the filter
    Date Part drop down list When the filter column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Aggregation drop down list Select the aggregation type to use in the filter. The available aggregation types are:
  • Average
  • Count
  • Distinct
  • Median
  • Min
  • Max
  • Sum
  • None
  • Operator drop down list Select the comparison operator for the filter value and the measure value.
    Values text box Select the comparison value to use in the filter, or enter a new value to use in the filter comparison
    Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.
    Aggregate filter properties for a filter expression with a formula as a pill

    Here are the properties for a filter expression with a formula as a pill in the Aggregate Filter tray for a pie insight:

    Property Control Description
    Column Label text box Enter the name of the filter
    Formula text box Enter the formula in the Formula Builder to create the filter expression
    Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.

    Settings panel

    With the Settings panel, you can configure additional properties for the pie insight. To open the Setting panel, in the Analyzer, select Settings (gear icon) in the Action bar.

    Property Control Description
    General → Max Rows Limit text box Enter the maximum number of categories to show in the chart. A value lower than the number of the insight query rows returned will restrict results. A value of 0 will include all rows.
    General → Auto Refresh toggle Enable this property to automatically update the insight when the underlying data is updated
    Layout → Legend toggle Enable this property to display the color legend of the pie chart
    Layout → Data Labels toggle Enable this property to display data labels in the pie chart
    Layout → Data label style drop down Select the data label information to show on the pie insight. Available options:
  • Category
  • Data value
  • Percent of total
  • Category, data value
  • Category, percent of total (default)
  • Data value, percent of total
  • All data labels
  • Advanced → Max Groups text box Set the maximum number of groups that cannot be exceeded in the insight
    Advanced → Join Measures drop down Select Yes to calculate the group-by function across joined tables

    User interactions for a pie insight

    As a dashboard consumer, you can interact with a pie insight on a dashboard tab. Some interactions will affect only the pie chart. Other interactions will affect both the pie chart and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.

    Note

    Some user interactions require specific configurations by a dashboard developer and therefore may not be available.

    Here are the possible types of user interactions for a pie insight:

    • Select a slice to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
    • Select a slice to open the Filter By menu and select an option to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
    • Select a dashboard tab to navigate to in the Go To menu
    Note

    A dashboard runtime filter affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter bar pill and displays the filter expression.

    More Options menu for a pie insight

    Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard can control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight.

    For more information about RBAC and DAC, refer to the Security Manager documentation.

    In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.

    Download

    • For the pie insight, select More Options (⋮ vertical ellipsis).
    • Select Download.
    • Select the download file format:

      • PNG
      • JPEG
      • PDF
      • SVG

    View as Table

    The View as Table is an Incorta Labs feature and a tenant configuration. A Cluster Management Console (CMC) Administrator must enable the feature.

    To view a pie insight as a Listing Table or Aggregated Table, follow these steps:

    • For the pie insight, select More Options (⋮ vertical ellipsis).
    • Select View as Table, and then select the table type:

      • Regular
      • Aggregated

    For a Listing Table or Aggregated Table, you can:

    Set Alert

    You can set an alert that identifies specific changes to a pie insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter.

    • For the pie insight, select More Options (⋮ vertical ellipsis).
    • Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.

    Steps to create a pie insight

    For an existing dashboard, to create a Pie Insight for a given dashboard tab, follow these steps:

    • If not already open, open a dashboard.
    • To add a new insight to the dashboard, in the Action bar, select +.
    • If needed, in the Analyzer, in the Data panel, select Add Data Set.
    • In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
    • To close the Manage Data Sets panel, select X or any other area of the Analyzer.
    • In the Insight panel, select V.
    • In Charts, select the Pie visualization.
    • From the Data panel, drag and drop various columns to various trays in the Insight panel:

      • Grouping Dimension
      • Measure
      • Individual Filter
      • Aggregate Filter
    • Configure the pill properties using the Property panel or Filter panel.
    • Configure various insight properties using the Settings panel.

    Example of a pie insight

    In this example, you will create a pie insight that compares revenue by product category, subcategory, and product per region. The example uses the SALES schema that comes with the Sample Data.

    Note

    In the CMC, you can create a tenant that includes Sample Data. The Sample Data includes the SALES schema.

    Add an insight

    • In the Action bar, select +.
    • In the Data panel, select Add Data Set.
    • In the Manage Data Sets panel, in Tables, select the SALES schema.
    • Close the Manage Data Sets panel.
    • In the Insight panel, under Charts, select Pie.
    • From the Data panel, drag and drop the following columns to the respective tray:

      • From the Product table, drag and drop Category to the Grouping Dimension tray.
      • From the Sales table, drag and drop Cost to the Measure tray.
    • Edit the insight title to be Cost by Product Category.
    • Select Save.