Visualizing Grouped Data with Stacked Bars

The Stacked Bar Chart is designed to display grouped data where multiple categories are stacked within each bar. It is ideal for analyzing segmented data while still showing the overall total.

Configuring the Chart

Data Connections

To set up the Stacked Bar Chart, configure the following fields:

1. User Document

   • Connect the chart to the relevant Data Document containing the dataset to be visualized.

2. Date Data Connection

   • Select the Date Field that will be used for sorting or filtering data over time.

   • Example: Use "Created At" or "Invoice Date".

3. Group by Status

   • Choose a status field that will determine how data is segmented within the bars (e.g., "Pending," "In Progress," or "Completed").

4. Group by Document ID

   • Select the Document ID(s) that will define how data is grouped and sorted.

   • Multiple document IDs can be selected when working with related data documents.

   • Example:

     • For "Sales by Staff Member", select:

       • The Staff Member ID (to group sales by staff).

       • The Sales Order ID (to sort and calculate the sales data).

5. Projection

   • Define the specific data field to be displayed (e.g., sales values, document counts, or another numerical field).

Chart Configuration Options

After setting up the data connections, the following options need to be configured:

1. Option Name

   • A free-form text field to define the name of this configuration (e.g., "Monthly Sales Summary" or "Invoices by Status").

2. Data Index

   • Select the appropriate data field (index) from the data structure that will serve as the foundation for the analysis.

   • Example:

     • For "Documents by Status," select “Document ID” to count the documents.

     • For a chart analyzing "Total Sales," select the sales value field.

3. Operator

   • Choose the type of operation to be performed on the data:

     • Sum: Adds up numerical values (e.g., total sales).

     • Avg: Averages the values (e.g., average spending per month).

     • First: Displays the first occurrence in the dataset.

     • Count Values: Counts the number of occurrences (e.g., total documents by status).

4. Type

   • Select the data type:

     • Number: For numerical fields.

     • String: For text-based fields.

5. Sort

   • Define the sorting order for the data:

     • 1: Ascending (e.g., smallest to largest or A to Z).

     • -1: Descending (e.g., largest to smallest or Z to A).

By configuring the Stacked Bar Chart with these options, you can analyze segmented data and relationships clearly, providing both detailed and aggregated insights.