Microsoft Business Intelligence Visualization Comparisons by Tool

Transcription

1 Microsoft Business Intelligence Visualization Comparisons by Tool Version 3: 10/29/2012 Purpose: Purpose of this document is to provide a quick reference of visualization options available in each tool. Many other variations are available by changing properties (particularly in SSRS), and due to sheer volume those various property combinations aren t covered in this document. Applicable Software Versions: Share Enterprise 2013 Share Share Enterprise Microsoft Office Professional Plus 2013 Office 2013 and Share 2013 Contents: s Data Bars Indicators Tabular Scorecards Gauges Sparklines Maps Miscellaneous s: Type of Share Classic 2- dimensional chart with x and y values. Useful for comparing values across categories. Bar Clustered Clustered Melissa Coates Page 1 of 40

2 Share 3D 3D 3-D 3D Clustered 3-D Clustered Displays the relationship of each value to the whole. Bar 3D 3D in 3-D Melissa Coates Page 2 of 40

3 Share Cumulative proportion of each stacked element equals Bar 3D 3D in 3-D 3D Cylinder 3D Cylinder 3-D Cylinder 3D Cylinder 3D Cylinder 3D Clustered Cylinder 3D Cylinder 3D Cylinder Cone Clustered Cylinder Cylinder Cylinder Clustered Cone 3-D Cone Melissa Coates Page 3 of 40

4 Share Cone Cone Cone Cone Bar Same as (aka Vertical Bar ); rotated 90 degrees Bar Clustered Bar Clustered Bar Melissa Coates Page 4 of 40

5 Share 3D Bar 3D Clustered Bar Clustered Bar in 3-D Bar Bar Bar Bar 3D Bar 3D Bar Bar in 3-D Bar Bar Bar Bar Melissa Coates Page 5 of 40

6 Share 3D Bar 3D Bar Bar in 3-D Cylinder 3D Clustered Cylinder Clustered Cylinder Cylinder 3D Cylinder Cylinder Cylinder 3D Cylinder Cylinder Cone Clustered Cone Cone Cone Cone Cone Melissa Coates Page 6 of 40

7 Share Same as a Line ; with fill color behind to emphasize the degree of change over time 3D 3D 3-D Smooth Smooth 3D Smooth 3D Smooth Melissa Coates Page 7 of 40

8 Share 3D 3D in 3-D 3D 3D in 3-D Line Displays trends in the data; suitable for displaying changes over time Line Line with Markers Line Line with Markers Line Line with Markers Line Melissa Coates Page 8 of 40

9 Share 3D Line 3D Line 3-D Line Line Line Line with Markers Line Line Line with Markers Melissa Coates Page 9 of 40

10 Share Smooth Line Smooth Line Smooth Line with Markers 3D Smooth Line Step Line Stepped Line 3D Step Line Melissa Coates Page 10 of 40

11 Share XY Scatter () Density & placement of points indicate relationships (or lack thereof) between a pair of values Scatter Scatter with Only Markers Scatter with Smooth Lines and Markers Scatter Scatter with Smooth Lines Scatter with Straight Lines and Markers 3D XY Scatter () Scatter with Straight Lines Melissa Coates Page 11 of 40

12 Share Bubble A type of XY a Bubble has 3 values. The size of the bubble represents the 3 rd data value not shown on X or Y axis; the larger the 3 rd data value, the larger the bubble. Bubble Bubble If a 3 rd measure is added, turns into a bubble chart 3D Bubble 3D Bubble Bubble with a 3-D Effect Melissa Coates Page 12 of 40

13 Share Stock Most typically used for stock price data to show the high price, low price, and close price. Stock High-Low- Close 3D Stock Melissa Coates Page 13 of 40

14 Share Candlestick Candlestick Open-High- Low-Close 3D Candlestick Price Volume Volume- High-Low- Close Volume- Open-High- Low-Close Melissa Coates Page 14 of 40

15 Share Pie Compares proportion % of overall total value; works best with a single series & value. Pie Pie Exploded Pie Pie Exploded Pie Pie Pie of Pie 3D Pie Bar of Pie 3D Pie Pie in 3-D 3D Exploded Pie Exploded Pie in 3-D Doughnut Compares proportion % of overall total value; unlike a Pie, a doughnut can contain more than one data series. Doughnut Exploded Doughnut Doughnut Exploded Doughnut Melissa Coates Page 15 of 40

16 3D Doughnut Share Radar Displays changes in values relative to a center point; suitable for finding outliers or commonality Radar 3D Radar Radar Radar with Markers Filled Radar Melissa Coates Page 16 of 40

17 Share Polar Polar Melissa Coates Page 17 of 40

18 Share Surface Displays trends across two dimensions in a continuous curve 3-D Surface Wireframe 3-D Surface Contour Range Bar Wireframe Contour Range Bar Gantt Displays separate beginning and end values; often plotted along time to plan the use of resources (A close substitute: using the Range Bar or Bar) (A close substitute: using a Bar) Melissa Coates Page 18 of 40

19 Share 3D Gantt (A close substitute: using the 3D Bar) Range Range Melissa Coates Page 19 of 40

20 3D Range Share Range Compares variations versus a control by plotting 2 Y-values per data point, each being drawn as a line chart. The range between values is filled with color. Range Smooth Range Smooth Range Melissa Coates Page 20 of 40

21 Share 3D Range 3D Smooth Range Error Bar Displays statistical info about the data displayed in another series; Error Bar Melissa Coates Page 21 of 40

22 Share contains 3 Y-values 3D Error Bar Melissa Coates Page 22 of 40

23 Share Box Plot Summarize the distribution of data Box Plot Melissa Coates Page 23 of 40

24 Share 3D Box Plot Melissa Coates Page 24 of 40

25 Share Funnel Compares proportion % of overall value; works best with a single series & value. Funnel Melissa Coates Page 25 of 40

26 Share 3D Funnel 3D Funnel Melissa Coates Page 26 of 40

27 Share Pyramid Compares proportion % of overall value; works best with a single series & value. Pyramid Clustered Pyramid Melissa Coates Page 27 of 40

28 Share 3D Pyramid 3D Pyramid 3-D Pyramid Pyramid Pyramid Melissa Coates Page 28 of 40

29 Share Pyramid Pyramid Pyramid Clustered Pyramid Pyramid Pyramid Pyramid Pyramid Gauges: Type of Gauge Share Radial Circular format; indicator pivots around scale to display value compared to goal. Radial Radial with Mini Gauge Two Scales 90 Degrees Melissa Coates Page 29 of 40

30 Gauge Share NE 90 Degrees NW 90 Degrees SW 90 Degrees SE 180 Degrees North 180 Degrees South 180 Degrees West 180 Degrees East Meter Melissa Coates Page 30 of 40

31 Gauge Share Linear Rectangular or thermometer type format displays value compared to goal. Progress Bars Vertical Multiple Bar ers Two Scales Three Color Range Logarithmic Thermometer Thermometer Fahrenheit / Celcius Bullet Graph Melissa Coates Page 31 of 40

32 Data Bars: Type of Data Bar Data Bar In-line with text; useful for comparing values (similar to bar chart) Share Bar Bar Bar Data Melissa Coates Page 32 of 40

33 Sparklines: Type of Sparkline Sparkline In-line with text; useful for displaying trends (similar to line chart) Share Line Sparkline Line Line with Markers Smooth Line Smooth Line with Markers Stepped Line Melissa Coates Page 33 of 40

34 Sparkline Sparkline Share Smooth Shape Sparkline Pie Exploded Pie 3D Pie 3D Exploded Pie Doughnut Exploded Doughnut Melissa Coates Page 34 of 40

35 Sparkline Range Sparkline Share Stock Candlestick Error Bar Box Plot Indicators: Type of Indicator Share Shapes Displays the state or condition of a value Symbols Melissa Coates Page 35 of 40

36 Indicator Directional (Trend) Share Ratings Other Melissa Coates Page 36 of 40

37 Maps: Type of Map Share Geographical map Spatial representation of a geographic area and its characteristics (including terrain) Color Analytical Map Alternatives: can use a 3 rd party tool Basic Map Alternatives: can use Microsoft Map, or a 3 rd party tool Custom approach: a map image (background) with the coordinates plotted using an XY Scatter chart, or objects placed on top of the image Map Integrated with Bing Maps Color Analytical Map Bubble Map Bubble Map Tabular: Type of Tabular Layout Share Table Grid Tablix (Table) Pivot Table Table Matrix (Crosstab) Grid Tablix (Matrix) Pivot Table Matrix Melissa Coates Page 37 of 40

38 Miscellaneous: Type Bullet Graph (popularized by Stephen Few) Decomposition Tree Displays how individual members contribute to the total Share Only available during user interaction from another PPS view already published Bullet Graph Heat Map Built In: Spatial Query (requires geometry data in the data source) Although not built in, it can be done by an advanced user. See Link 1 & Link 2 Strategy Map Card Displays data much like an index card; often contains an image Integrated with Visio Or: Use of expressions or custom coding to set backcolor and/or sizing Color Scales (Will provide backcolor but not sizing of area based on value) Card Melissa Coates Page 38 of 40

39 Scorecards & Dashboards: Type Share Scorecard Custom approach: use Table & Indicators Custom approach: use tabular layout and conditional formatting Dashboard Custom approach: use multiple data regions in same report Custom approach: use multiple pivot table grids & charts on same worksheet Silverlight Page (no zones or specific layout) Web Part Page Melissa Coates Page 39 of 40

40 Type Share Melissa Coates Page 40 of 40