How To Use The Pie/List Visual

  1. Start by adding the visual to your storyboard, remember that you will need to connect the integration and set up the metric & dimension.
  2. Once set up, click on your visual to bring up its settings window to the right. You may be familiar with the four tabs in this window. Click on the third tab – the one that looks like a puzzle piece.
  3. In this window, you have all of the different switches that you can use to customize your pie chart! Refer to the below section to learn more about these switches
  4. If you tab over to the fourth tab that looks like a gear, you will also see a “sort-by” switch. This is useful if you want to sort by the name of your dimension or the value of your metric.

Now that you know how to use the pie chart visual, it’s safe to say you know how to use the donut chart visual as well! The donut chart and pie chart visuals have the exact same functionality. It’s up to you to choose what fits your storyboard!

Customizable Switches

  • Show Group Labels – this will set ticks on every slice and indicate the dimensional title. Turning this off will automatically turn on “Show Legend”
  • Labels Inside Slice – this will put the labels of each slice within the slice (useful for big pie charts.
  • Show Values – This will show the value of each slice
  • Values Inside Slice – each value will be put inside the slice just as the “Labels Inside Slice” switch.
  • Show Legend – this will set a legend to the right of the pie chart instead of labeling the slices. This will also include the values in the legend if “Show Values” is turned on.
  • Multi Selection – When Viewing the storyboard, users have the ability to click on a certain slice and see what they impact in other visuals. Turning this on will let users click on multiple slices and see their combined impact.

The difference Between Using Pie/Donut Charts and List Charts

Unlike the pie chart, the list visual does not have the customizable switches; a list visual is set to have a table to serve as its legend. This table contains the name and value of its dimensional groups.

The List visual also lets you do a few extra customizations. First off, you can change between a pie chart and a donut chart. This can be done in the same tab of the visuals setting that looks like a puzzle piece. Second, underneath the “Graph Type” section is “Fluctuation.” You have the choice to chose between no fluctuation, value fluctuation, and percentage fluctuation. If you chose to add a fluctuation, you are then prompted between this section to choose what to compare the period (the time span you selected) to. You can choose to compare to your previous period or chose to compare to the same period exactly one year ago.

Already an Optix user? Go back to your Optix account here!

Was this article helpful?

Related Articles