Sankey Chart

How to build a Sankey Chart

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Written by Blake Hester
Updated over a week ago

A Sankey chart, also known as a Sankey diagram or flow diagram, is a visualization technique used to represent flows and relationships between different entities. It is particularly useful for illustrating the flow of resources, energy, or data through a system or process. The relationships or flows between the nodes are represented by arrows or lines. The width of the arrows or lines corresponds to the magnitude or volume of the flow being represented. Different colors represent different categories or types of flows, making it easier to distinguish between them and identify patterns or trends.

The Sankey Chart example below is displaying Incidents and grouping the incidents by priority and by state. Incident Priorities populate the left side of the Sankey Chart while Incident States populate the right side.

Let's look at the Data and Chart options for this Sankey Chart. The Sankey chart is displaying incident data, therefore this Sankey Chart is utilizing the incident table.

Conditions: Setting conditions allows you to query the table you are building the chart off of.

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.

+ ADD GROUP BYS: Use the + ADD GROUP BYS function to determine what the Sankey Chart will be grouping by. This Sankey Chart example is displaying the relationship between Incident Priorities and States so the first Group By input is set to Priority and the second Group By input is set to State.

Let's look at the Sankey Chart style settings that have been changed from the default style settings to give this Sankey chart more clarity. First a custom title of "Incidents by Priority by State" is set to provide a quick understanding of the data being displayed.

Next, the Data Values toggle is engaged to display the data values of the incident priorities and states.

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