Visualizations → Pie Donut

About a Pie Donut visualization

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

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 three possible dimensions, a pie donut 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 donut chart on a dashboard tab that shows:

  • a grouping dimension as the slices
  • a coloring dimension as the color shades of the slices
  • a measure as the size or arc length of each slice

Configurations for a pie donut insight

A dashboard developer first selects a pie donut 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 donut chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the pie donut 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 donut insight are:

  • Grouping Dimension
  • Coloring Dimension
  • Measure
  • Individual Filter
  • Aggregate Filter
Important

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

Note

The Coloring Dimension tray is not available when there are two or more measure pills.

Grouping Dimension

From the Data panel, you can add several columns or formulas to the Grouping Dimension tray. The pie donut 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

Coloring Dimension

The Coloring Dimension tray is only available when there is only one measure pill.

From the Data panel, you can add a column or a formula to the Coloring Dimension tray. A coloring dimension is a third dimension that colors the slices/segments in the chart. Each pill in the Coloring Dimension tray is a filterable column for the insight.

Note

A pie donut insight without a coloring dimension is simply a pie insight.

A defined coloring dimension introduces a Filter by menu as a user interaction for the pie donut chart. With the Filter by menu, a dashboard consumer selects to filter the dashboard by:

  • a grouping and a coloring dimension
  • a grouping dimension
  • a coloring dimension

The pill ordering in the coloring dimension tray defines the following:

  • the first pill is the initial coloring dimension
  • the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring 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 donut 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.

Note

The Aggregate Filter tray is not available for a pie donut insight with one or more coloring dimension pills.

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:

  • Grouping dimension pill properties
  • Coloring dimension pill properties
  • Measure pill properties
  • Individual filter properties for a filter expression
  • Aggregate filter properties for a filter expression

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

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data.
Formulatext boxSelect 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 Labeltext boxEnter the label for the grouping dimension column or formula
Data → Date Partdrop down listWhen 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 → HierarchytoggleThis option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship).
Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
Hierarchy → Leveltext boxEnable Hierarchy to configure this property.
Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter "-1" to include all levels.
Data → Sort Bydrag and dropDrag and drop the column or formula to sort the columns by
Format → Date FormatselectSelect 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 Masktext boxEnter a customized date format or select a predefined one to appear in this text box
Format → Quarter/Month Formatdrop down listSelect the format of the date column. The options are:
    •   No Format
    •   Prefix
    •   Short
    •   Long.
This property is available only when you set Date Part to Quarter or Month.
Drill Down → Dashboards Drill DownlinkSelect + 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 FilterstoggleEnable this property to pass the applied filter, if any, from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.

Coloring dimension 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 of a pill in the coloring dimension tray in pie donut insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data.
Formulatext boxSelect to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the coloring dimension column or formula pill
Data → Date Partdrop down listWhen 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 → HierarchytoggleThis option is available only for columns from objects with data hierarchy (physical schema objects with a self-join relationship).
Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
Hierarchy → Leveltext boxEnable Hierarchy to configure this property.
Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter "-1" to include all levels.
Data → Sort Bydrag and dropDrag and drop the column or formula to sort the legend categories and their related segments
Format → Format Color PalettetoggleEnable this property to display the color palette, which allows you to change the color of a category

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 donut insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data.
Formulatext boxSelect 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 Labeltext boxEnter the label of the measure
Data → Date Partdrop down listWhen 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 → Aggregationdrop down listSelect 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 → Scaledrop down listSelect the chart scale. The options are:

    •  None
    •  Percent (%)
    •  Thousands (K)
    •  Millions (M)
The default is None.
Data → Running TotaltoggleEnable this property to display the measure values as a running total
Data → Filterdrag and dropDrag and drop a column or formula to filter the measure
Format → Number FormatselectSelect the format of the measure (e.g. Dollar Rounded)
Format → Decimal Placestext boxThis property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the measure value.
Format → Thousands SeparatortoggleThis property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → PercentagetoggleEnable this property to view the percentage value of the columns
Format → Prefixtext boxEnter value to add a prefix and create a custom format. The value of the prefix field cannot contain single quotes.
Format → Suffixtext boxEnter value to add a suffix and create a custom format. The value of the suffix field cannot contain single quotes.
Format → Abbreviate on HovertoggleEnable this property to abbreviate the measure value upon hover
Drill Down → Dashboards Drill downlinkSelect + 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 FilterstoggleEnable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Fielddrag and dropDrag and drop the column to join two tables that are not directly joined.
Advanced → Query PlanbuttonSelect 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 donut 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 donut insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. When you select the information icon (i), you can select the copy icon to copy the column name, view the column data type, function, and sample data.
Data → Column Labeltext boxEnter the label for the measure
Date Partdrop down listWhen the filter column is a date or timestamp, select the part of the date used. The options are:

    •  Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect 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 FiltertoggleEnable 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 donut insight:

PropertyControlDescription
Formula labellabelThe formula label
Data → Column Labeltext boxEnter the label for the measure formula
Formula → DynamictoggleEnable this property to select a filter expression session variable as a value
Formulatext boxDisable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect 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 FiltertoggleEnable 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 donut insight:

PropertyControlDescription
Column Labeltext boxEnter the name of the filter
Date Partdrop down listWhen the filter column is a date or timestamp, select the part of the date used. The options are:

    •  Full (default)
    •  Year
    •  Quarter
    •  Month
    •  Day
Aggregationdrop down listSelect the aggregation type to use in the filter. The available aggregation types are:

    •  Average
    •  Count
    •  Distinct
    •  Median
    •  Min
    •  Max
    •  Sum
    •  None
Operatordrop down listSelect the comparison operator for the filter value and the measure value.
Valuestext boxSelect the comparison value to use in the filter, or enter a new value to use in the filter comparison
Disable FiltertoggleEnable 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 donut insight:

PropertyControlDescription
Column Labeltext boxEnter the name of the filter
Formulatext boxEnter the formula in the Formula Builder to create the filter expression
Disable FiltertoggleEnable 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 donut insight. To open the Setting panel, in the Analyzer, select Settings (gear icon) in the Action bar.

PropertyControlDescription
General → Max Rows Limittext boxEnter 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 RefreshtoggleEnable this property to automatically update the insight when the underlying data is updated
General → Data SamplingtoggleEnable this property to use and analyze a representative subset of data in the insight
Layout → LegendtoggleEnable this property to display the color legend of the pie donut chart
Layout → Data LabelstoggleEnable this property to display data labels in the pie donut chart
Advanced → Max Groupstext boxSet the maximum number of groups that cannot be exceeded in the insight
Advanced → Join Measuresdrop downSelect Yes to calculate the group-by function across joined tables

User interactions for a pie donut insight

As a dashboard consumer, you can interact with a pie donut insight on a dashboard tab. Some interactions will affect only the pie donut chart. Other interactions will affect both the pie donut 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 donut insight:

  • Select a ring or a slice of the pie donut to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
  • Select a ring or a slice bar 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 donut 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 as

  • For the pie donut insight, select More Options (⋮ vertical ellipsis icon).
  • Select Download as.
  • 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 CMC Administrator must enable the feature.

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

  • For the pie donut insight, select More Options (⋮ vertical ellipsis icon).
  • Select on of the following options:
    • View as Regular Table
    • View as Aggregated Table

For a Listing Table or Aggregated Table, you can:

Set Alert

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

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

Steps to create a pie donut insight

For an existing dashboard, to create a Pie Donut 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 Manage Dataset.
  • 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 Donut visualization.
  • From the Data panel, drag and drop various columns to various trays in the Insight panel:
    • Grouping Dimension
    • Coloring 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 donut insight

In this example, you will create a pie donut 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 Manage Dataset.

  • 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 Donut.

  • From the Data panel, drag and drop the following columns from the Product table to the respective tray:

    • Category column to the Grouping Dimension tray
    • Prod. Subcategory column to the Coloring Dimension tray
  • Enable the Format Color Palette for Prod. Subcategory column to edit the colors.

  • Drag and drop Add Formula to the Measure tray. The Formula Builder automatically opens:

    • Add this formula in the formula builder:

      (sum(SALES.SALES.AMOUNT_SOLD) - sum(SALES.SALES.COST_OF_GOODS) / sum(SALES.SALES.AMOUNT_SOLD))
  • Change the Column Label to: Profit %

  • Change Number Format to: Percent Rounded

  • Edit the name of the insight to: Profit Per Category and Subcategory.

  • Edit the insight Settings to disable the Legend toggle.

  • Select Save.