Pie Chart

Pie chart (or a circle graph) is a circular chart divided into sectors, illustrating numerical proportion. Using a pie chart, you can, for example, demonstrate how different products contribute to total sales.

Specify Pie Chart Details

To access a Pie chart, go to Analytics > Data Analyzer > Pie. The first tab Pie Chart contains the result chart. The second tab, whose name is taken from the Data Label field contains the data that is shown in the chart.

You can specify the Pie chart details by doing the following:

  1. Enter the name of the data series in the Data Label field (max 60 characters).

  2. Choose the Data Source from the drop-down list. It can be any Pricefx data source – a Datamart, Data Feed, Simulation Datamart, Rollup or Optimization Model (DMT tables organized by Models to which they belong).

  3. Select a Currency to which money data will be converted.

  4. You can set up the Generic filter (all dimensions, dates and values):

    1. Click Add Generic Filter, the Generic Filter dialog will open.

    2. Specify the filter criteria. You can combine individual rules with groups of rules as clauses and subclauses.

    3. Click Apply.

  5. You can create an Aggregation filter that allows you to filter the Datamart query results, i.e., to determine, which values will be shown in the chart. Variables (columns) calculated as contribution cannot be selected in aggregation filter.

  6. Product filter allows you to select products from the drop-down list or filter by attributes from the product master data. You can use the quick filters under the table header, set up an advanced filter or select an attribute value in the table, which selects all products with the same attribute value. Attributes that are not available for filtering are grayed out.

  7. Customer filter allows you to select customers from the drop-down list or filter by attributes from the customer master data. You can use the quick filters under the table header, set up an advanced filter or select an attribute value in the table, which selects all products with the same attribute value. Attributes that are not available for filtering are grayed out. Only the filtered data will be used in the analysis.

  8. You can set up a Dimension filter:

    1. Select the filter dimension from the drop down list.

    2. Select the values to filter by.

    3. Add more dimensions if required. In all subsequent filters you will only be able to select values complying with all previous filters.

  9. You can limit the range of the displayed data to a certain percentage, percentile or a number of data rows of any variable (attribute). The rest of the data will be displayed in the chart grouped as ‘Other’. If these uncategorized data distort the proportions of the whole chart, you can hide it using the Hide [Other] option.

  10. Select the Categories from the drop down list. Each measure will be shown as a slice of the pie chart. Only data fields marked as Dimension in the Datamart can be selected as the category.

  11. Select the Size from the drop down list. It defines the variable that determines the size of each slice.

  12. Specify the value for the size. The selectable options depend on the data type. For details see Data Calculation Options.

  13. Define the Sort By according to the Categories or the Size. Click the Ascending  icon to select whether the values will be sorted in ascending or descending order.

  14. (Optional) Disable the Show Data Labels checkbox to hide the variable values.

  15. (Optional) Add more measures to the chart. You can define additional pie chart:

    1. Click Add Measure and select a measure from the drop down list.

    2. Specify the value for the Aggregation. The selectable options depend on the data type. For details see Data Calculation Options.

    3. Repeat the process until you have defined all additional readings.

  16. (Optional) Click Add Series to be able to compare this chart with other data series. The selection of Data Source, all filters and the settings from the Data Display Options will be copied to the new series from Series 1.
    The data from all series are displayed in one chart and one data table. The maximum number of series in a chart is 10.

  17. (Optional) In a configuration with multiple data series, you can compare series by creating a Join series. Set the relation (joining key) between the added data series and the base series. Note that series are always joined to the base Series 1, so you cannot compare, for example, Series 2 and 3. You can define up to 4 Join series. See Accelerate Actionable Insights for configuration examples.

  18. Click the Apply and Refresh button or the Refresh icon on the toolbar to update the chart.

You can click on a slice to detach it from the pie chart. Then you can make further analysis of the selected slice by clicking the Categories option.

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Pricefx version 13.1