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Creating Stacked Chart Visualizations

Key Concepts

There are three different layouts to choose from when using stacked charts: area, column and bar.

You can also configure the following settings:

  • Axis Configuration: the axis configuration lets you configure the minimum and maximum values for your charts. The minimum value is set to 0 by default and the maximum calculated automatically depending on your values.

    • Logarithmic Axis Configuration: if you check the "Logarithmic" checkbox, the scale for your values will be calculated with a non-linear scale which takes magnitude into account instead of the usual linear scale.


Sample Data Source

For this tutorial, you will use the "Stacked Charts" sheet in the ReportPlus Tutorials Spreadsheet.


Creating a Stacked Column Chart

1. Create a Dashboard

Desktop-New-Dashboard

In the dashboard viewer, click the blue "New Dashboard" button in the top left-hand corner.

2. Select your Data Source

Desktop-Select-StackedSheet

Under "Recent Data Sources", click "Browse Files" and select the ReportPlus Tutorials Spreadsheet. Click the "Stacked Charts" sheet and then "Select".

3. Organize your data

Desktop-Stacked-Charts-Pivot-Table

Stacked charts require two or more fields to be dragged and dropped into the "Values" placeholder of the pivot table. In this case, the "1960", "2000", "2003" and "2005" fields are in "Values" and "Country Name" in "Rows".

4. Open the Visualizations pane

Desktop-Visualizations-Pane

In the top right corner, click the visualizations icon. This will expand the Visualizations pane.

5. Select your Visualization

Desktop-Select-Stacked-Chart

By default, the visualization type will be set to "Grid". Select the Stacked Column chart visualization.

Changing your Stacked chart type

If needed, you can choose a different type of stacked chart fitted to your needs. In order to do this:

1. Access the Visualizations pane

Desktop-Select-Visualizations

In the widget editor, click the Visualizations icon in the top right-hand corner to expand the menu.

2. Select your visualization

Desktop-Change-Stacked-Chart

In the Visualizations pane, select the chart type you need. This section has a preview of every stacked chart type at the top.

Changing your Axis Configuration

Similarly to the Gauge bounds, Chart axis configuration allows you to set the lowest and highest values in your chart (bounds). You can use this feature to include or exclude specific data.

1. Change settings

Desktop-Charts-Access-Visualization-Settings

Go to the Visualization settings section.

2. Access the Advanced section

Desktop-Charts-Access-Advanced

Expand the Advanced section.

3. Access the Axis Configuration section

Desktop-Axis-Configuration-Charts

Navigate to the Axis Configuration.

Depending on whether you want to set the minimum or maximum value (or both), you will need to access one of the options:

Changing the Minimum Bound

1. Access the Minimum Bound

Desktop-Charts-Access-Advanced

Go to the Minimum settings section.

2. Change the Default Selection

Desktop-OHLC-Value-Axis-Configuration

The default Number value is set to "0". Enter the value you want the chart to start with.

Changing the Maximum Bound

1. Access Maximum Bound

Desktop-Candlestick-MaxBound

Go to the Maximum settings section.

2. Change the Default Selection

Desktop-Candlestick-MaxBound-Dropdown

The default value is set to "Automatic" so that ReportPlus uses your original data. In order to set your bound, change it to "Number".

3. Enter your value

Desktop-Candlestick-MaxBound-Value

Enter the value you want for the chart’s top limit.


Setting your axis configuration as logarithmic

1. Change settings

Desktop-Charts-Access-Visualization-Settings

Go to the Visualization settings section.

2. Access the Advanced section

Desktop-Charts-Access-Advanced

Expand the Advanced section.

3. Check the Logarithmic box

Desktop-Logarithmic-2YAxis

Under the Axis Configuration section, you will find a Logarithmic box; check it in order to apply it to your chart.


Enabling Percentage Distribution

For stacked charts, you can configure the Percentage Distribution. It allows you to switch between values and percentage distribution scales for those types of charts. In order to do this:

1. Change settings

Desktop-Charts-Access-Visualization-Settings

Go to the Visualization settings section.

2. Access the Advanced section

Desktop-Charts-Access-Advanced

Expand the Advanced section.

3. Check the Percentage Distribution box

Desktop-Check-Percentage-Distribution

Under the Advanced section, you will find a Percentage Distribution box; check it in order to apply it to your stacked chart.