Create a Pie Chart Visual

Pie Chart Visual

Pie charts are often used to display part-of-whole data and the relationship between them. It is best used when you have categorical data groups since each slice can represent a different category. It is also recommended that data groups are kept to no more than 6 when considering pie charts, otherwise, too many parts make it hard to distinguish the relativity of size between the parts.

Creating a pie chart is easy as pie in Envisio.

Steps to Create a Pie Chart

1. Navigate to Analytics -> Visuals.
2. Click on New Visual button.
3. Select Pie Chart type.
   
   
   
   
4. Name your visual by replacing the 'Untitled Visual' with your (internal) visual name, this will make it easier for you to find it later. Tab or click anywhere outside the box to save your changes.
   
   
   
   
5. Next, link your data source by clicking on +Add Data Source. It will bring up a list of data sources. To select the data source you want to use to create your visual, click on the row.
6. By default, Envisio automatically creates a pie chart using the first column of the data source as the Series Name and Value.

To change the chart configuration such as changing the slices' color, or using a different data source column for the Series Value, explore the options below.

• Chart Properties
• Series Name
• Series Value

Chart Properties

Chart Properties contain options that affect the overall appearance of the chart. To access Chart Properties, click on the chart type. Let's take a look at the properties related to Pie Chart:

The details of Visual Title, Additional Information, and Enable Plans Linking options can be found in the Basics of Working with Visuals.

Show Legend
By default, the legend is hidden on the Pie Chart. If desired, you can enable the option to display the legend on the right of the chart.

Series Name

By default, the first column of your data source is used as the Series Name. The Series Name represents the categories for each slice of your pie.  To point your series name to a different column, click on the Series Name, which opens up the Data Source and Properties section. In the Data Source tab, choose the desired data source column in the Selected Column drop-down. You will also be able to review the source data here.

In the Series Names' Properties tab,  the available options are:

Series Name Label
By default, the Series Name Label uses the selected column name. You can change it to a more meaningful name. This is only for internal reference. 

Date Aggregation
This option is only available when the column selected is a Date type column. It gives you the ability to aggregate your data based on a defined date interval and aggregation method. 

Series Value

The Series Value represents the numeric data corresponding to each category in the series name. By default, it uses the first column of your data source, but you can change it to a more appropriate column by clicking on Series Value, then going to the Data Source tab, similar to the steps of changing the column in the Series Name.

You can change the color for each of the categories in the Properties tab, under Series Colors. To change the color, click on the individual color palette to define a new color. The left-most color corresponds to the first value in the legend. 

Series Value Label

By default, the Series Value Label uses the selected column name. You can change it to a more meaningful name. This is only for internal reference. 

Show Values/Display As

Enabling this option will display the values for each category on the chart. You can then select whether you want to display the values, percentage or value and percentage.