Proportion Cards

Used sparingly you’ll get some clear insight over key metrics with these

Written by Hannah Dawson

Pie charts should be used to show relative proportions or percentages of information. As a result, they are the most commonly misused chart type.

If you are trying to compare data, leave it to bars or stacked bars. Don’t try to translate pie wedges into relevant data or compare one pie to another. Key points from your data will be missed and you have to work too hard.

Adding a Proportion card

Top add a proportion card, you simply click Add Card on your board, and select Proportion from the Build Your Own section:

 

You can edit the data set in the Settings tab, much the same as you can for a report card 

In the Report tab, you can also Add Rows. This will allow you to customise what accounts you view in the proportion chart.

Where to use Proportion cards?

The most effective time to use pie/doughnut charts is to answer the following questions:

  • Which survey results were the most popular? (using imported non-financial data)
  • Where are you investing the most money?
  • What revenue stream is the most successful?

Something to consider is limiting your pie/doughnut wedges to six. If you have more than six proportions to communicate, consider a bar chart. It becomes too hard to meaningfully interpret the pie pieces when the number of wedges gets too high.

Proportion charts can be very effective when used correctly, but incorrect usage will only yield ineffective results, while a bar chart may prove a more logical solution.

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