3.07-01 Grids of data
Grids are best for presenting data when it's useful to see large sets of specific values and understand their meaning e.g. sales figures against products and time. Grids shouldn't be used for visualising high-level trends or comparisons between sets of data Questions on this topic? See 3.07-01 Grids of data in our Planual…
3.07-02 Line Charts
Line charts are best for seeing trends over a continuous timeframe e.g. revenue by month. They're especially useful for comparing multiple categories of data e.g. revenue of different products by month. Use contrasting colours so that users can easily differentiate series. Display a legend to make it clear what each series…
3.07-03 Column Charts
Column charts are great for comparing values across different line or list items e.g. FY actuals vs forecast. Column charts are also useful for comparing items over time e.g. revenue by month Best Practices article: Column Charts Questions on this topic? See 3.07-03 Column Charts in our Planual forum.
3.07-04 Bar Charts
Bar charts are great for comparing values across different line or list items e.g. FY actuals vs forecast. They shouldn't be used for comparing values over time. Bar charts are sometimes preferable over column charts if data labels are too long to fit on the X-axis Best Practices article: Bar Charts Questions on this…
3.07-05 Stacked Column/Bar Charts
Stacked Column Charts are best used to display part-to-whole relationships with multiple series e.g. revenue split into margin and expenses by time. Use contrasting colors so that users can easily differentiate stacked data Related to Rule: 3.07-03 Column Charts Best Practices article: Column Charts Questions on this…
3.07-06 Pie Charts
Pie charts are best to use when you are trying to compare parts of a whole. They do not show changes over time Best Practices article: Pie Charts Questions on this topic? See 3.07-06 Pie Charts in our Planual forum.
3.07-07 Funnel Charts
Funnel charts are often used to represent stages in a sales process and show the amount of potential revenue for each stage. This type of chart can also be useful in identifying potential problem areas in an organization's sales processes. A funnel chart is similar to a stacked percent bar chart Best Practice article:…
3.07-08 Timeline charts
A timeline chart is an effective way to visualize a process using chronological order. Since details are displayed graphically, important points in time can be easily seen and understood. They are often used for managing a project’s schedule, timeline charts function as a sort of calendar of events within a specific period…
3.07-09 Waterfall Charts
A waterfall chart can be used for analytical purposes, especially for understanding or explaining the gradual transition in the value of an entity which is subjected to an increase or decrease in value. Often, a waterfall chart is used to show changes in revenue or profit between two time periods Best Practice article:…
3.07-10 Combination Charts
Combination charts are useful where you want to validate the relationship between two variables that have different magnitudes and scales of measurement but are related in a meaningful way Best Practices article: Combination Charts Questions on this topic? See 3.07-10 Combination Charts in our Planual forum.