Donut Matrix Chart

How to build a Donut Matrix Chart

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Written by Blake Hester
Updated over a week ago

Donut Matrix Charts use a matrix or grid layout to represent data using donuts. Each cell in the matrix corresponds to a unique combination of two categorical variables, and each Donut Chart represents data in the form of segments, where each segment corresponds to a category or data point and is represented by a portion of the donut. The entire circle represents 100% of the data, and individual segments represent the percentage distribution of different categories.

For the Donut Matrix Chart example below we are looking at incidents by state by priority.

Each Donut Chart represents the state of the incident, wether it is Cancelled, On Hold, In Progress or New. The segments of each Donut Chart represent the percentage of incidents by priority, wether it's Critical, High, Moderate, Low, or Planning.

Now let's look at the Data and Chart Options for this Donut Matrix Chart.

For this Example we are looking at incidents, so we want to look at the incident table.

Next Let's look at the chart options for this Donut Matrix Chart.

Conditions: Setting conditions allows you to query the table you are building the chart off of, in this case, the Incident table.

Group by: Allows users to organize and aggregate data based on specific fields or criteria. For this example we want the incidents grouped by state by priority. So for our Group by input we select state, which first groups incidents by state.

Second Group by: This input groups and displays the data as the segments on the Donut Matrix Chart. For this example the second group by input is set to priority. So the Priority is first grouped with the corresponding state of the incident and then the different levels of priority are represented by the segments of the Donut Chart.

Aggregate Type: Refers to a data aggregation method or function used to combine or summarize data from multiple records. They allow users to perform calculations on sets of records to derive meaningful insights. Some common aggregate types include:

  1. Count: Calculates the number of records in a set.

  2. Count Distinct: counts the number of unique, non-duplicated values in a field.

  3. Sum: Adds up the values of a specified field for a set of records.

  4. Average: Computes the average value of a specified field for a set of records.

  5. Minimum: Finds the minimum value of a specified field in a set of records.

  6. Maximum: Determines the maximum value of a specified field in a set of records.

Aggregate Field: refers to a field that displays an aggregated value based on the data from other fields. These fields are used to perform calculations or summarize data from related records.

Now let's look at styling changes made from the default settings that make this chart easily consumed.

First, a custom title was added to give quick insight into what the Donut Matrix Chart is displaying.

Next, the Display legend and Data percentages toggles are engaged.

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