Part-To-Whole Comparison

In business reporting, stacked charts are used for analysing the proportion of parts to the whole value. Zebra BI offers both horizontal (column) and vertical (bar) stacked charts with some advanced features that make these business charts really useful for part-to-whole comparisons:

Part-to-Whole Comparison menu in Zebra BI

Part-to-Whole menu in Zebra BI



Since stacked charts are often too cluttered and hard to understand, Zebra BI offers advanced features to make sure that they are designed in the most legible way possible. In contrast to other business charts, both vertical and horizontal stacked charts display values over two dimensions. For example:

  • sales by (1) market and (2) product category,
  • costs by (1) cost centres and (2) accounts,
  • sales by (1) product and (2) time,
  • etc.

When one of these two dimensions is a time dimension (time periods like months, quarters, years, etc.), then you should use a horizontal Part-Whole (stacked) chart. In all other cases use vertical Part-Whole charts.

Horizontal Part-Whole (stacked) charts

When creating a horizontal Part-Whole chart, just remember this important rule:

IMPORTANT

Always place your time periods in columns!

To insert the chart, prepare your data in a uniform table, with time periods (e.g. months, quarters or years) in columns and categories (e.g. products, countries, accounts, profit centres, etc.) in rows. Then:

  1. Click anywhere inside your table and
  2. Select Part-Whole > Column chart in Zebra BI
Inserting horizontal Part-to-Whole business chart  in Zebra BI

Inserting a horizontal Part-Whole business chart in Zebra BI



As you may have noticed, Zebra BI has:

  • Calculated the total values (whole) and displayed them above the columns
  • Applied a qualitative color scale in an alternate pattern to easily differentiate data series
  • Displayed an adaptive legend so that series names are exactly aligned with numbers
  • Suppressed the display of small numbers so that the chart is legible
Features of Part-Whole chart in Zebra BI

Features of a Part-Whole chart in Zebra BI



If you make the chart smaller, labels for small values will be automatically suppressed (hidden), so that the chart has optimal readability:

Small numbers are automatically suppressed

Small numbers are automatically suppressed

 

If you want to display all number labels even if they are very small, clear the Suppress small labels option in the Chart Settings:

Enable/disable suppressing of small labels

 

Another feature we have introduced recently is the ability to move the legends from right to left in part-whole charts.

Part-Whole-legend

Part-Whole charts with data scenarios

As with other horizontal ("time") charts in Zebra BI, the Part-Whole chart can also have multiple data scenarios. For example if you want to display actual data for this year and budget data or forecast for the next year, just write the appropriate scenario labels (e.g. PY, AC, FC, BU...) above the corresponding columns in your data table:

Part-Whole chart with data scenarios

A Part-Whole chart with data scenarios



Zebra BI will display your scenario labels at the bottom of the chart and also design the axis to mark data scenarios ("semantic axis") consistent with the current reporting Style that you are using. A small delimiter additionally marks the categories, where the data scenarios change.

Vertical Part-to-Whole comparisons

If both the rows and columns in your data table represent discrete categories (business dimensions other than time periods, e.g. products, markets, countries, sales channels, accounts, cost centers, etc.), then you should use vertical Part-Whole charts. Let's take a look at the following example, where sales are displayed by countries and sales channels:

Vertical Whole-Part chart in Zebra BI

Inserting a vertical Whole-Part chart in Zebra BI



As you have probably noticed, the rows in the table are displayed as rows in the chart. Here's a quick tip for you: In practice, try to put longer dimensions (the one that has more elements) in rows.

Perfect, you have mastered the Part-Whole comparisons!

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