With stacked chart view, you can aggregate and visualize quantitative measures across initiatives and milestones using bars and lines to view and compare values. You can also drill into details, filter data further within the view, view positive and negative values, and visualize cumulative impacts across a time period.
If you are not already in stacked chart view, start by selecting Switch to stacked chart from the visualization icon in the upper left corner.
Navigating Stacked Chart View
Bar and line measures
Generally, the bar measure is used to show actual data and the line measure is used to show planned data, with optional visualization of segment values.
In this example, the bar measure of recurring benefits by quarter is compared to the line measure of planned recurring benefits.
In this example, initiatives have been grouped by workstream with a bar measure of latest estimated net impacts. The bar outline measure represents the total planned net impacts and gives a visualization of how close (or far) the estimates are to the plan.
You can also opt to view the values of the bar segments. Simply click on Display segment values in the Bar measure menu as illustrated below.
As with other views you, can sort, filter, group, and color to further customize your stacked chart. In this example, initiatives are grouped into workstreams and colored by initiative status in order to see how the actual recurring benefits compare to actual, as well as the general status of initiatives.
You may also select the color for the bar measure, bar line measure, or line measure by clicking on Set the color. Note that this will only work if your view is not currently colored by an attribute or, if there is a mix of positive and negative, the split +/- is turned off. In the example below, the bar is changed from blue to purple.
Dotted and Dashed Lines
Should you wish to compare multiple measures, you can display dotted or dashed lines in addition to a solid line in your stacked chart. Simply select Set dashed line or Set dotted line in the stacked chart menu. In the example below, planned, actual, and forecast data are visible for side-by-side analysis with solid and dotted lines.
Drill into the details of your stacked chart data by right- or left-clicking on a bar segment. The contextual menu will open and you can see the value of the bar, as well as the option to view details in a list view (new tab). If you select view details, a new tab will open in list view and you will be able to review the data associated with that segment of the stacked chart. In the example, the new tab is a list of all planned initiatives for Juices.
You can also skip the contextual menu and open the details tab directly by double-clicking a data segment, as demonstrated below for planned initiatives in Juices. The initiatives shown will match the filter on both the lane and color segment clicked. The only exception is if the lane is a specific month from a group by period, where only the color filtering would apply.
In stacked chart view, you can filter your data by color or by group. Access the contextual menu by right- or left-clicking a data segment and select Filter by color or Filter by group. Please note that choosing a filter changes the view in your active tab and does not open a new tab; you can return to the previous view by clicking your browser's back button.
Filter by color
As in the example below, when Filter by color, the resulting visual is of all planned initiatives across the selected workstreams.
Filter by group
Data can be filtered by group in one of two ways. You can select Filter by group from the contextual menu to limit the view to the specified group, in this case Juices. You can also click the Y-axis category, which in this example is Juices, at the bottom of the view.
Filter by period
When your calendarized impacts are grouped by an attribute, such as workstream, you can filter on a specific time period by clicking on Filter by period and choosing either a set period from the dropdown or manually entering the dates.
Negative impacts in stacked charts can be viewed in two ways: as a solid blue bar or split between positive and negative values. Please note that the split is not possible when using butterfly coloring.
When a chart has a Colored By attribute selected, categories that have negative values will show as a solid blue bar with no other colors visible, as seen below for Sales. Additionally, an alert will appear in the breadcrumb for the bar measure when negative values are present. Please note that total for that bar will include both negative and positive values.
Split positive and negative
To understand how the negative and positive values are spread, select the Split [+] and [-] values toggle option in the bar measure menu. When it is on, the bar will reflect the Color By attributes and show both negative and positives values, as illustrated below.
You can also activate the color split by clicking on the blue bar and selecting Split [+] and [-] colours from the menu.
Stacked chart view can also illustrate the cumulative impacts of a workstream or program. Both lines and bars can be set to show cumulative impact by selecting the Cumulative button.
In the example below, the view shows cumulative benefits through the end of a program (bars, colored by stage) compared to the planned cumulative benefits (line).