Pyramid chart: Difference between revisions
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To ensure the correct data is displayed, you must configure grouping and sorting options. | To ensure the correct data is displayed, you must configure grouping and sorting options. | ||
== | == Set up == | ||
*In the "Report view", add the columns that contain the data you want to visualize in the pyramid. | *In the "Report view", add the columns that contain the data you want to visualize in the pyramid. | ||
*Go to the "Charts and graphs" section and add a new chart of type "Pyramid": | *Go to the "Charts and graphs" section and add a new chart of type "Pyramid": | ||
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*Save the chart and run the report to view the results. | *Save the chart and run the report to view the results. | ||
==Use Case Examples== | ==Use Case Examples== | ||
*Reasons for customer loss. | *Reasons for customer loss. | ||
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https://s.pfx.so/pf/5x/NDfxcd.jpg | https://s.pfx.so/pf/5x/NDfxcd.jpg | ||
*Tasks completed by counterparties. | |||
https://s.pfx.so/pf/tR/zlfPWQ.jpg | https://s.pfx.so/pf/tR/zlfPWQ.jpg | ||
https://s.pfx.so/pf/6H/QVZbCh.jpg | https://s.pfx.so/pf/6H/QVZbCh.jpg | ||
*Workload by broject. | |||
https://s.pfx.so/pf/iK/LUFCGk.jpg | https://s.pfx.so/pf/iK/LUFCGk.jpg |
Latest revision as of 13:00, 16 April 2025
A Pyramid is a chart type available in Planfix reports. It visualizes hierarchical data in the shape of a triangle. The width of each level represents the value of one category in relation to the others.
For example, you can use a pyramid to visualize the distribution of completed tasks across projects over a month:
The pyramid is constructed from report data and has several levels. Each level corresponds to a specific category and displays its numerical value.
To ensure the correct data is displayed, you must configure grouping and sorting options.
Set up
- In the "Report view", add the columns that contain the data you want to visualize in the pyramid.
- Go to the "Charts and graphs" section and add a new chart of type "Pyramid":
- Enter the following in the Data to be display section:
- Columns for the chart structure: "Completed tasks"
- Grouping: Group by the "Projects" column in ascending order
- Sorting: Sort by the "Completed tasks" column, by month, in ascending order
- In the "View" section, you can customize:
- Chart Height: Set the pixel height for the chart display:
- Save the chart and run the report to view the results.
Use Case Examples
- Reasons for customer loss.
- Tasks completed by counterparties.
- Workload by broject.