Yesterday we have a post on using thermometer charts to quickly compare actual values with targets. Today we follow up the post with 10 charting ideas you can use to compare actual values with targets.
I have added my comments to each option along with useful links to learn how to make such a chart.
There is a poll too, at the end.
(1) Gauge / Speedometer Chart
What is good about this approach?
- Familiar metaphor thus easy to understand
- Easy to construct
- Good for communicating one data point
What is bad?
- Takes too much space
- Bad design choice for most professional situations
Tutorials to make Gauge / Speedometer Chart
(2) Thermometer Chart
What is good about this approach?
- Familiar metaphor thus easy to understand
- Easy to construct
- Good data to ink ratio
What is bad?
- Do not say anything about trends
- Not appropriate when actual values exceed targets
Tutorials to make Thermometer Chart
(3) Bullet Chart
What is good about this approach?
- Comprehensive
- Aesthetic and very good data to ink ratio
What is bad?
- Difficult to construct in Excel
- Takes time to read the first time
Tutorials to make Bullet Chart
Tutorial 1 | A bullet chart alternative
(4) Area Chart
What is good about this approach?
- Shows trend along with current status
- Easy to construct
- Easy to compare
What is bad?
- Not good for small data sets
(5) Line Charts
What is good about this approach?
- Easy to construct
- Shows trend along with current status
- Easy to read and understand
What is bad?
- Looks too simple
(6) Column Chart with Markers
What is good about this approach?
- Easy to compare & read
- Easy to construct
What is bad?
- Not good for small data sets
Tutorials to make Column Chart with Markers
(7) Partially Overlapped Chart
What is good about this approach?
- Easy to construct
What is bad?
- Difficult to compare
(8) Traffic Lights
What is good about this approach?
- Familiar metaphor thus easy to understand
- Easy to construct (with Excel 2007 Conditional Formatting)
- Good for tables
What is bad?
- Do not tell the entire story, so should be used only in tables or with other displays
(9) Pie Charts
What is good about this approach?
- Familiar metaphor thus easy to understand
- Easy to construct (with Excel 2007 Conditional Formatting)
- Good for tables
What is bad?
- Works when targets are 100%
- Cannot show when actual values are more than targets
- Pie charts can be hard to read
Tutorials to make Pie Charts
(10) Using Text – Just say the thing
What is good about this approach?
- Easy to read
- Highest Data to ink ratio
- Very easy to construct
What is bad?
- Too simple
- Leaves the finer details out
If you are reading this post on email or feed reader, please click here to access the poll.
2 Responses to “Top 10 Power BI Interview Questions & Answers”
Hello...
In Power BI I have data that includes months by name only (e.g. May, April, December...)
I need to build charts etc. but i need the months to go chronologically... not alphabetically... I cannot seem to find the fix to this.... once again, my data does NOT have an actual date attached to it (like 02/01/2023)....only month names... can i use a helper table wher i id the month names as numbers 1 thru 12? and if so, how do i manage this to work for me ?
Thank you.
~Keith
You need to setup an extra table to map each month name to a running number. A simple 12 row table like
Jan 1
Feb 2
Mar 3
..
Dec 12
Then create a relationship between this month table and your month column
Now, go to "table view" in Power BI and set the sort by column to month number for the month name column on this new table.
Finally, use the new table's month name whenever you need to refer to the month name in the visuals.
They will be chronologically arranged.