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 ==
== 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":

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:

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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":

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  • 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

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  • In the "View" section, you can customize:
    • Chart Height: Set the pixel height for the chart display:

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  • Save the chart and run the report to view the results.

Use Case Examples

  • Reasons for customer loss.

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  • Tasks completed by counterparties.

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  • Workload by broject.

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