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Introduction to charts

Learn how charts help you visualise patterns and trends in your sustainability data. Covers available chart types, chart components, how charts connect to data models, and creating charts from tables and pivot tables in Analyse data workbooks.

Updated over a week ago

Charts help you spot patterns, trends, and comparisons in your data that might be difficult to see in a table of numbers. By presenting your data visually, charts make it easier to understand what's happening and communicate insights to colleagues and stakeholders.


Why use charts

When you're tracking emissions across your supply chain or monitoring progress toward sustainability targets, a well-chosen chart can reveal the story behind your data. You might notice that carbon intensity spikes in certain months, that one supplier consistently outperforms others, or that you're ahead of your reduction targets. These patterns become immediately visible in a chart, whereas they might be buried in rows of figures.

Charts also make it easier to share findings with stakeholders who may not have time to analyse detailed tables. A clear chart can communicate your key message at a glance.

The variety of chart types

Analyse data offers a range of chart types, each suited to different kinds of questions. The right choice depends on what you're trying to show.

Chart type

What it shows

Bar chart

Compares values across categories or groups. Bars can be horizontal or vertical, and stacked to show parts of totals.

Line chart

Shows how values change over time, helping you spot trends and anomalies.

Area chart

Similar to line charts but fills the space below the line, useful for showing magnitude or cumulative values over time.

KPI chart

Highlights a single metric prominently—ideal for headline figures like total emissions or year-on-year change.

Scatter plot

Shows the relationship between two numeric values, helping identify correlations and outliers.

Combo chart

Combines different mark types (such as bars and lines) on a single chart, useful for comparing metrics with different scales.

Box chart

Displays the distribution of values, showing minimum, median, maximum, and quartiles.

Pie and donut charts

Show how parts contribute to a whole—best with a small number of segments.

Sankey diagram

Shows how data flows between stages or categories, useful for visualising distributions across a process.

Funnel chart

Measures values across sequential stages in a process, helping identify where drop-offs occur.

Gauge chart

Displays a single value against a radial scale, useful for showing progress toward a target.

Waterfall chart

Shows how an initial value is affected by positive and negative changes, helpful for explaining how figures build up.

Maps

Display data geographically. Region maps colour areas by value; point maps plot specific coordinates.

For detailed guidance on each chart type and when to use it, see Chart types reference.

Anatomy of a chart

Most charts share common components that help viewers understand the data.

Component

Purpose

Title

Describes what the chart shows. A clear, descriptive title helps viewers quickly grasp the chart's purpose.

Axes

Provide the reference framework for your data. The horizontal axis (X-axis) typically shows categories or time periods; the vertical axis (Y-axis) shows values being measured.

Legend

Explains what each colour or symbol represents, particularly when your chart shows multiple data series.

Data labels

Display actual values on the chart itself, making it easier to read precise figures without referring to the axes.

How charts connect to data

Every chart in Analyse data is linked to a data source—either a data model (outside your workbook), a table or pivot table (in your workbook). When you create a chart, you select the data source and then configure which columns to display on each axis.

This connection means your charts stay up to date automatically. When the underlying data changes—for example, when new monthly figures are added—your charts reflect those changes without any manual updates needed.

Creating your first chart

Creating charts from the UI Menu

To create a chart:

  1. Click Charts in the floating UI menu

  2. Choose the chart type you want

  3. Select your data source

  4. Configure the axes by choosing which columns to display

Once created, you can adjust your chart using the Properties panel (to change what data is displayed) and the Format panel (to change how it looks).

Creating charts from tables and pivot tables

In Analyse data, anything you add to a workbook page is called an element. Tables, pivot tables, charts, and controls are all types of elements. You can add elements directly from a data model, or you can create them from other elements already on the page.

When you create a chart from an existing table or pivot table, the chart becomes a child element of that source. This parent-child relationship is useful because the child automatically inherits data and filters from its parent. If you filter the table to show only data from a specific region, any child charts will automatically show only that region's data too. This makes it easy to build coordinated views where tables, pivot tables, and charts stay in sync.

To create a chart from an existing table or pivot table

  1. Select the source table or pivot table

  2. Select Create child element in the top right of the table or pivot table

  3. Then choose Chart.


What's next

To learn which chart type is best for your data, see Chart types reference. For step-by-step guidance on formatting and styling, see Customise chart appearance.

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