Selecting the right visualization for a given data set is critical piece of the analytical process. Every data set has a story to tell, but the effect of that story is emphasized by its visual impact and readability.
The Magento BI Visual Report Builder offers 10 distinct visualization options, each with their own advantages and use-cases. This article discusses the various visualization options in Magento BI, including required report configurations when applicable, as well as an example of a use-case. The following visualizations are available in Magento BI:
Scalar reports are displayed as a single, numeric value. Most often this is used to show the "all time" value of a key metric like revenue or orders, or to compare revenue to date vs budget with two separate scalar reports. In the example below, this simply shows the total number of orders for the given reporting interval:
To save a report as a scalar, configure your filters and time settings, then click Save or Update at the top-right of the report. Under the Type drop-down, choose the "Number: Metric name" to save the report as the value shown on the left side-bar.
As the name suggests, table reports are great for displaying tabular details. When there is a need to display a large number of group by values or metrics in a single report, a table is often the best way to go. As an example, below is a table of "Customer details", showing orders and revenue grouped by customer email:
Similar to scalar reports, you can save a report as a table by clicking Save or Update within the report builder, then selecting the Table option under the Type drop-down.
Line charts are the perfect choice for comparing the performance of similar metric cohorts. For example, analyzing the revenue of two regions over the same time period, or comparing year over year growth in fulfilled orders, as shown below:
Each metric and formula added to the report is represented by its own line. When comparing metrics with similar units and scales, don't forget to uncheck the box for "Multiple Y-Axes" to display all metrics on the same scale.
To save a report as a line chart, adjust the report Type to Chart, and select the appropriate visualization from within the report builder, as shown below:
Bar charts display your data as a series of horizontal bars, and are best for showing overall performance of a limited number of metrics or group by values. For example, a bar chart could be used to compare the revenue by store:
Every distinct metric, group by, and time interval combination is displayed as its own bar. If you have 2 metrics with one group by, containing 3 distinct group by values, your report will show 6 separate bars.
To save a report as a bar chart, adjust the report Type to Chart, then select the Bar option as shown below:
Stacked bar charts are similar to their bar chart brethren, with the additional ability of displaying the proportional breakdown of each bar. Most often, stacked bar charts are set up with two or more metrics and a single group by, such that each bar represents a unique group by value that is split among its metric constituents.
As an example, the report below has two identical revenue metrics: one filtered for first time orders and the other filtered for repeat orders. After grouping by store, you can see both the total revenue contribution for each store (represented by the total width of the bar) as well as the first time vs repeat breakdown of revenue for each store:
Make sure the "Multiple Y-Axes" box is unchecked when setting up a report like the above.
To save a report as a stacked bar chart, adjust the report Type to Chart, and select the stacked bar option from the report builder:
Column charts represent each data point as a vertical column, and are generally better for displaying time trending data than the horizontal bar chart visualization. Since each unique metric and group by combination is represented in its own series of bars, a column report is generally best for reports with three or less metrics, or one metric with a single group by containing 1-3 group by values.
In the example below, we are showing two revenue metrics, one filtered for first time revenue and the other for repeat revenue, trending over time by month:
Column reports can be saved by changing the report Type to Chart, and selecting the column visualization option:
Stacked column reports are nearly identical to column charts, except similar columns are stacked on top of each other such that the total height represents the sum of the values. Stacked columns are again best visualized with a limited number of metrics or group bys.
Using the same report configuration as described in the Column section above, a report with two revenue metrics (filtered for first time and repeat) would look like the below with a stacked column visualization:
Once again it is important that the "Multiple Y-Axes" check box is unmarked when displaying multiple metrics with the stacked column visualization.
To save a report as a stacked column, set the report Type to Chart, then select the stacked column option:
Pie charts are best for displaying either a single metric with one or more group bys, or multiple metrics with no group bys. In either case, the time interval must be set to none in order to display data in a pie chart. In the example below, a single orders metric is group by store name to show the breakdown of orders by store:
To save a report as a pie chart, set the report Type to chart, and select the pie option as shown below:
Area charts are almost identical to stacked column charts, except the columns are displayed continuously. Similar to stacked columns, area charts are best visualized with a limited number of group bys or metrics.
Taking the same example from the stacked column section, the report below shows first time vs. repeat revenue with the area chart visualization:
To save a report as an area chart, adjust the Type to Chart and select the area option:
Funnel charts are perfect for visualizing conversion across an expected sequence of events. A few examples include analyzing the potential revenue in your sales funnel from lead to closed deal, or measuring the drop-off of customers between their first and second orders, second and third orders, etc. An example of the latter is displayed below:
In a funnel report, the relative value of a given step of the funnel is reflected by the height of the step, and the order in which the steps are displayed is determined by the report configuration. There are two ways to configure a funnel report:
To save a report as a funnel chart, adjust the report Type to Chart, and select the appropriate visualization from within the report builder.