Bullet Chart

  • Last update:November 05, 2024
  • Overview

    The bullet chart's unadorned linear expression allows you to display rich data information in a small space. You can compare data in the same category or compare data horizontally.

    For example, you can compare the Contract Amount and Payback Amount of different years, or compare the Contract Amount and Payback Amount for each year.

     

    Procedure

    Data Preparation

    1. Click My Analysis, click a folder, and click New Subject.

    2. Click Local Excel and click Upload Data, as shown in the following figure.

    You can download the sample data Regional Data Analysis.xlsx.

     

    3. Convert the columns Contract Amount and Payback Amount into rows.

     

    4. Rename the converted fields and deselect fields that are not needed for analysis.

     

    Chart Creation

    1. Create a component, click the Custom Chart icon, drag the field Contract Signing Time into Horizontal Axis and Amount into Vertical Axis, and group Contract Signing Time by year.

    2. Drag the Amount Type field into Color and Size.

     

    3. Set the color opacity to 60%.

     

    4. Customize sort for the Amount Type field in Size. Reverse the order of Contract Amount and Payback Amount, as shown in the following figure.

    The columns of Payback Amount were wider, while after adjustment, the columns of Contract Amount are wider.

     

    The following figure shows the created bullet chart.

     

    Payback Rate Calculation

    1. Copy the Amount field to generate the fields Amount 1 and Amount 2.

    Click the dropdown icon of Amount 1, click Filter Detail, and set the filter condition that Amount Type is Contract Amount.

    Click the dropdown icon of Amount 2, click Filter Detail, and set the filter condition that Amount Type is Payback Amount.

     

    2. Create a calculation indicator named Payback Rate.

     

    3. Drag the Payback Rate field into Vertical Axis, click the field's dropdown icon, and click Set Value Axis. Select Right-value Axis, and set the maximum axis scale value to 1.

     

    4. Select Line for Payback Rate in Graphic Property.

     

    5. Drag the Payback Rate field into Label under Payback Rate and set Value Format to Percentage.

     

    Effect Display

    For details, see section "Overview."

     


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