Reports and Visualizations Guide
Reports empower businesses to transform raw datasets into actionable insights through visualizations. By creating and customizing visualizations, you can tailor visual representations to meet specific business needs. This customization ensures the focus is on key metrics, helping identify patterns, trends, and outliers for more informed decision-making.
Additionally, reports enable you to explore data interactively and uncover deeper insights, leading to smarter, data-driven strategies. The ability to export visualizations in various formats facilitates seamless sharing across teams or with external stakeholders, promoting collaboration and aligning decision-makers around key data points.
Types of Visualizations
Bar Chart
A versatile choice for comparing categories of data. Each category is represented by a rectangular bar proportional to its value, making it easy to see at a glance which category has the highest or lowest value. Bar charts are also effective for visualizing data that is not evenly distributed, as the bar lengths clearly depict the differences.
Line Chart
A powerful tool for tracking trends and identifying patterns over time. Line charts connect data points with a line, allowing you to visualize how a metric has changed over a specific period. This makes it easy to see if a metric is increasing, decreasing, or remaining stable. Line charts are particularly useful for visualizing continuous data, such as sales figures, website traffic, or stock prices.
Area Chart
While line charts focus on the trend itself, area charts emphasize the magnitude of change over time. Area charts create a shaded area beneath the line, highlighting the overall volume or flow of a metric. This can be helpful for visualizing how much total value has been accumulated over time, such as total sales or website traffic.
Donut Chart
An ideal choice for depicting proportions of a whole. Donut charts divide a circle into slices, where each slice represents the percentage that a specific category contributes to the total value. This makes it easy to see how the different parts relate to the whole and identify which category has the largest or smallest share.
Scatter Chart
A valuable tool for revealing relationships between two numerical variables. Scatter charts plot individual data points on a graph with horizontal and vertical axes representing the two variables. By analyzing the position of the data points, you can identify correlations or clusters, which can suggest potential cause-and-effect relationships between the two variables.
Pie Chart
A classic tool for showcasing how individual categories contribute to a whole. Pie charts divide a circle into slices, with each slice representing a category’s percentage share of the total. This format is particularly effective for highlighting simple distributions, where the emphasis is on the overall composition rather than specific values. Pie charts provide an intuitive way to visually compare parts of a dataset, making them ideal for datasets with a limited number of categories that require a straightforward representation of proportional data.
Funnel Chart
An effective visualization for displaying a linear process or sequence, especially when tracking stages with progressively narrowing values. Funnel charts represent data as a series of stacked sections, with each section's width corresponding to the value at that stage. This format makes it easy to observe drop-offs, conversions, or losses between stages, helping identify points where significant reductions occur. Funnel charts are particularly useful for illustrating sales pipelines, lead conversion processes, and other workflows that involve a step-by-step progression, providing insights into bottlenecks or opportunities for improvement.
Metric Card
Metric Cards deliver concise summaries of essential metrics, presented as compact, visual data snapshots. Positioned directly within your dashboard, Metric Cards provide quick, at-a-glance insights that allow teams to monitor key performance indicators (KPIs) efficiently without unnecessary detail. By offering immediate visibility into critical data points, Metric Cards help drive faster decision-making, keep teams aligned on business goals, and maintain focus on performance trends that impact strategic outcomes.
Matrix
Matrix offers a structured view of data across multiple dimensions, displaying relationships between variables in a grid format. This visualization enables users to analyze patterns, spot correlations, and compare data points in a compact, organized layout. Ideal for uncovering insights from complex datasets, Matrix Charts help businesses identify trends and dependencies that inform strategic decisions, optimize processes, and enhance cross-functional alignment by presenting a comprehensive view of key data relationships in one place.
Tables
Structured data grids offering a familiar and meticulous organization. Tables facilitate comprehensive analysis and comparison of individual data points, making them perfect for scenarios where precise values and granular details are crucial.
Pivot Tables
Interactive tools that empower dynamic data manipulation. Effortlessly rearrange rows and columns to explore your data from multiple angles. Pivot tables are invaluable for uncovering hidden trends and patterns within even the most complex datasets.
Types of Data Controls
When visualizing data, you aim to gather insights and identify trends to solve problems. To help with this, our platform offers powerful tools to filter and control data within reports.
Date Range Control
A date range control allows you to filter data based on a specific time period. You can select a start date and an end date to narrow down the data displayed in your report.
Dropdown Control
A dropdown control lets you filter data based on specific values in a column. You can select one or more values from the dropdown to filter the entire dataset.
Range Slider
A range slider control enables you to filter data based on a range of values in a column. You can slide the handles to set the minimum and maximum values for the filter.
