Displaying the Whole-Part Relationship by Stacked Column Chart

  • Last update:March 28, 2025
  • Overview

    Expected Effect

    A stacked column chart allows you to display the data sum (represented by the column height) of all layers in a column by accumulating the data of each layer.

    Sometimes, you may need to display the total refunds and the refunds of a specific area (for example, Jiangsu province), both of which are calculated from zero without stacking. For example, you need to display the refund contributions of Jiangsu province to the total refunds, as shown in the following figure.

    1.png

    Implementation Method

    1. You can copy Refund and obtain the refund in Jiangsu province by detail filter.

    2. You can calculate the difference: The difference can be obtained by adding a calculation field with the formula SUM_AGG(Refund) - SUM_AGG(Refund in Jiangsu province).

    3. You can display the data in a stacked column chart.

    Procedure

    Data Preparation

    1. Log in to the system as the admin, click My Analysis, select a folder, and click New Subject, as shown in the following figure.

    2.png

    2. Choose Local Excel > Upload Data, and upload the table data, as shown in the following figure.

    Sample data: Regional Data Analysis.xlsx

    3.png

    3. Click OK after the data is uploaded, as shown in the following figure.

    4.png

    Calculating the Refund in Jiangsu Province

    1. Click the Component button in the lower left corner to create a component, and click Copy to copy Refund, as shown in the following figure.

    5.png

    2. Modify the name of the field obtained by copying to Refund in Jiangsu province, and set Indicator Condition with the condition that the province is Jiangsu, as shown in the following figure.

    6.png

    7.png

    Difference Calculation

    You need to calculate the difference between the refunds of all provinces and those of Jiangsu province.

    Click the icon, select Add Calculation Field from the drop-down list, set Field Name to Difference, and enter SUM_AGG(Refund) - SUM_AGG(Refund in Jiangsu province), and click OK, as shown in the following figure.

    8.png

    The following table explains the above formula.

    Formula
    Description

    SUM_AGG(Refund)

    Through this formula, refunds are summarized cumulatively by dimensions (for example, Contract Signing Time).

    Namely, the cumulative refund at each contract signing time is obtained.

    SUM_AGG(Refund in Jiangsu province)

    Through this formula, refunds in Jiangsu province are summarized cumulatively by dimensions (for example, Contract Signing Time).

    Namely, the cumulative refund in Jiangsu province at each contract signing time is obtained.

    SUM_AGG(Refund) - SUM_AGG(Refund in Jiangsu province)

    The difference between the total cumulative refund and the cumulative refund in Jiangsu province at each contract signing time is calculated by the dimension Contract Signing Time (displayed in the Year-Month-Day format).

    Chart Display

    1. Select Stacked Column Chart in Chart Type and drag the required fields into the analysis area, as shown in the following figure.

    9.png

    2. Set a filter condition for Contract Signing Time. The condition is that the latest ten data records of the field are obtained, as shown in the following figure.

    10.png

    3. Drag the Refund in Jiangsu Province field into the Label bar under Graphic Property > Refund in Jiangsu province, and drag Refund into the Label bar under Graphic Property > Difference, as shown in the following figure.

    12.png

    Dashboard Creation

    Create a dashboard and add the component to the dashboard, as shown in the following figure.

    14.png

    Effect Display

    PC

    For details, see section "Expected Effect."

    Mobile Terminal

    附件列表


    主题: Creating a Visual Component
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