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Visualizations → Sankey

About a Sankey Visualization

A Sankey chart visualizes the flow rate between two or more nodes. A node can be a source node, a target node, or both. Incorta dynamically determines an intermediary node, a node which is a source and a target. For intermediary nodes, a user can select a node in the visualization, and filter by source or target.

The flow lines that link between source and target nodes show as individual colored bands that visualize the weight of the measure via the width of the band. In this sense, each link has three parameters: from, to, and weight.

Important

In this release, all columns must be a data backed column or persisted computed column from a physical schema table (formula column). A Sankey insight will not recognize a runtime formula column for a measure. A runtime formula column exists in the insight itself or exists as a formula column in a business schema view. In addition, because of dynamic associations, Filter by Source and Target will invoke errors for a Source or Target which are runtime formula columns.

Configurable Properties of a Sankey Insight in the Analyzer

The available trays for a Sankey insight within the Insight panel are:

  • Source: Add a column or formula to this tray to represent the source node.
  • Target: Add a column or formula to this tray to represent the target node.
  • Measure: Add a column or formula to this tray to represent the flow line.
  • Individual Filter: Add a column or formula to this tray as an individual filter.
  • Aggregate Filter: Add a column or formula to this tray as an aggregate filter.

A column or formula in a tray is a Pill. Each pill has configurable properties. The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to view the Properties panel and set the pill properties.

Sankey Source and Target Pill Properties

Here are the Sankey properties for the pills in the Source and Target trays:

PropertyControlDescription
Data → Sort Bydrag and dropDrag the column or formula to sort the source or target nodes by
Format → Date Formatdrop down listSelect 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 clicks on the source or target node
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.

Sankey Measure Pill Properties

Here are the Sankey properties for the pills in the Measure tray:

PropertyControlDescription
Data → Aggregationdrop down listThe default and only possible value for a Sankey chart is Sum
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 source and target counts as a running total
Data → Filterdrag and dropDrag a formula or column to filter the Sankey chart by an intermediary node
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 → 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 clicks on the measure value in the table column
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 the column to join two tables that are not directly joined. See the Base Table Concept for more detail.
Advanced → Query PlanbuttonSelect this property to reveal the direct data map path that the Incorta Analytics Service uses to retrieve or calculate the measure

Sankey Individual Filter Properties

Here are the Sankey properties for the pills in the Individual Filter tray:

PropertyControlDescription
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect the value(s) to filter the chart data by. 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 +.

Sankey Aggregate Filter Properties

Here are the Sankey properties for the pills in the Aggregate Filter tray:

PropertyControlDescription
Aggregationdrop down listSelect the aggregation type. Options are:
  • Count
  • Distinct
  • None
Operatordrop down listSelect the operator to use in the filter criteria
Valuesmulti-selectSelect the value(s) to filter the chart data by. 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 +.

Sankey Insight Settings

Here are the Sankey properties for the Insight Settings that appear when you select Settings (gear icon) in the Action bar.

PropertyControlDescription
General → Max Rowstext boxEnter the maximum number of rows to include in the chart
General → Auto RefreshtoggleEnable this property to automatically update the insight when the underlying data is updated
Layout → Data LabelstoggleEnable this property to display data labels
Advanced → Max Groupstext boxSet the maximum number of groups that cannot be exceeded in the Insight

Create a Sankey Insight Visualization

For an existing dashboard, to create a Sankey visualization insight, follow these steps:

  • To add a new insight to the dashboard tab, 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 Listing Table or V (down arrow).
  • In the Insight panel, in Charts, select Sankey.
  • From the Data panel to the Insight panel, add…
    • one column or formula to Source
    • one column or formula to Target
    • one data backed column to Measure
  • To save your changes, in the Actions bar, select Save.
Adding insights starting 2023.4.0

After introducing the dashboard free-form layout in 2023.4.0:

  • The steps to add an insight to a dashboard are as follows:
    • In the Action bar, select Edit (pen icon).
    • From the Insight panel, drag the visualization that you want to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
  • To open an insight in the Analyzer, hover over the insight, and then select Edit (pen icon).
  • The steps to edit the insight in the Analyzer are still the same.

Sankey Insight Example

Create a Sankey insight that shows the flow of resources between countries.

Resource Flow Example Data

You can use the example data below to create an external data source and Resource Flow schema.

Country_Source, Country_Target, Resources
Brazil, Portugal, 5
Brazil, Spain, 1
Canada, Portugal, 1
Mexico, Portugal, 1
Mexico, Spain, 5
Portugal, Egypt, 2
Portugal, Senegal, 1
Portugal, Morocco, 1
Spain, Senegal, 1
Spain, Morocco, 3
Egypt, China, 5
Egypt, India, 1
Egypt, Japan, 3
Senegal, China, 5
Senegal, Japan, 3
Morocco, China, 5
Morocco, India, 1
Morocco, Japan, 3

In the example above, there are several countries that are both source and targets: Portugal, Spain, Senegal, Egypt, and Morocco. Incorta dynamically calculates the weight for the bands between source and target nodes.

Add an insight startig 2023.4.0

  • In the Action bar, select Edit (pen icon).
  • From the Insight panel, from Charts, drag Sankey to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
  • In the Data panel, select Manage Dataset.
  • In the Manage Data Sets panel, in Tables, select the sch_Resource_Flow schema.
  • Close the Manage Data Sets panel.
  • From the Data panel
    • Drag Country_Source to the Source tray.
    • Drag Country_Target to the Target tray.
    • Drag Resources to the Measure tray.
  • Name the insight Flow of Resources between Countries.
  • Select Save.

Available User Interactions for a Sankey Insight on a Dashboard Tab

As a Dashboard Consumer, there are several actions you can take to customize the Sankey insight to fit your specific needs.

Filter the Sankey

Select a source node, intermediate node, or target node to filter the Sankey by. When you select an intermediate node, you will need to select whether you want to filter with the intermediate node acting as the source or target.

Download the Sankey

  • Select More Options (⋮ vertical ellipsis icon) for the Sankey insight.
  • Select Download.
  • Select the download file format:
    • PNG
    • JPEG
    • PDF
    • SVG

View the Sankey Chart as a Table

  • Select More Options (⋮ vertical ellipsis icon) for the Sankey insight.
  • Select View as Table, and select the table type:
    • Regular
    • Aggregated

Set an Alert when Data in the Sankey Insight Changes

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