IBM PLANNING ANALYTICS · VISUALIZATION · PIE CHART

Pie charts in Planning Analytics.
Turn a view into visible proportions.

How is your sales volume distributed across regions? A pie chart makes proportions of a total visible. Prepare your cube view for the chart and configure its labels so the message is easy to understand.

The short answer

Open a cube view in a book and change its visualization from Exploration to Pie. Arrange the dimensions, remove the extra total member from the selection and enable the labels you need.

Read the video summary

Open a book under Reports and Analysis and add your prepared cube view. Then choose Pie as the visualization type. Check which dimension defines the slices and which context is selected. In the video, I swap the time and product dimensions and remove World from the region set so only the individual continents are shown. Enable percentage labels and member names in the visualization settings. Place labels outside the chart if needed. The video also displays the total in the centre.

IN PLANNING ANALYTICS WORKSPACE

Step by step.

01

Display the view as a pie chart

Open a book under Reports and Analysis and add your prepared cube view. Then choose Pie as the visualization type.

02

Arrange the data

Check which dimension defines the slices and which context is selected. In the video, I swap the time and product dimensions and remove World from the region set so only the individual continents are shown.

03

Configure labels

Enable percentage labels and member names in the visualization settings. Place labels outside the chart if needed. The video also displays the total in the centre.

IN PRACTICE

Show the parts without counting the total twice.

A total should not appear as an extra slice alongside its own components. Check the selection before interpreting the chart.

SELECTION

Continents, without an extra World slice.

Use the regions whose shares you want to compare.

LABELS

See the share and name together.

Percentages and member names identify the slices.

CONTEXT

Check the period and product.

The proportions refer to the selected data context.

COMMON QUESTIONS

Any questions?

Why remove World from the set?

World aggregates the continents in this example. Adding it as another slice alongside those continents would count the same values again in the displayed total.

Do percentage labels change my cube data?

No. You change how the chart displays the values. The underlying cell values stay the same.

Can I filter the chart with a product list?

Yes. A synchronized selector controls the product selection. See Filter charts interactively.

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Florian KaiserFlorian KaiserPlanning Analytics consultant

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