Tag: reference

  • Which chart should I use? A guide to 42 common charts

    Choose a chart by the question it needs to answer. Comparing items? Use bars. Change over time? Use a line. Parts of a whole? Use a stacked bar or, for two or three parts, a pie. Relationship between two numbers? Use a scatter plot. Flows between stages? Use a Sankey. The rest of this guide covers the cases in between.

    Every chart below is in the JFDI chart maker. Paste your data once and the gallery redraws all 130 chart types with it, putting the ones that fit your data’s shape first.

    1. Comparing items

    ChartUse it whenAvoid when
    Bar chartComparing a handful to a few dozen categories, especially with long namesShowing change over time
    Column chartComparing a few categories, or a few time periodsCategory names are long
    Grouped bar or columnComparing two or three series per categoryMore than about four series
    Dot plotMany categories with values close togetherYou need to show zero as a baseline
    Lollipop chartLike a bar chart, but lighter when bars are manyValues are negative and positive
    Bullet chartActual against a target, with good/bad bandsThe audience hasn’t seen one before
    Slope chartWho rose and who fell between two points in timeMore than two points in time
    Diverging bar chartValues above and below zero, or a midpointEverything is on one side

    Sort bars by value unless the categories have a natural order (age groups, months).

    2. Change over time

    ChartUse it whenAvoid when
    Line chartContinuous change, many time pointsYou have only two or three points
    Column chartA few periods, or totals per periodDozens of periods
    Step chartValues that change in jumps, such as prices or interest ratesChange is gradual
    Area chartEmphasising volume over time for one seriesComparing several series that overlap
    Stacked area chartA total and its components over timeReaders need to compare the middle layers
    Line with final dotHighlighting the latest value—
    Year-over-year lineComparing the same months across yearsData isn’t seasonal
    Fan chartA forecast with widening uncertaintyYou don’t have a range
    Bump chartRankings rising and fallingThe actual values matter more than ranks
    Calendar heatmapDaily values across a year, showing weekly patternsData is monthly

    3. Parts of a whole

    ChartUse it whenAvoid when
    Stacked bar or columnParts of a total, compared across categoriesMore than about five parts
    100% stacked barShares, not totals, across categoriesTotals matter
    Pie or donutTwo or three parts of one wholeParts are similar in size, or there are many
    Waffle chartShowing a percentage people can count, such as 37 in 100Values need decimals
    TreemapMany parts, or parts within partsPrecise comparison matters
    SunburstHierarchies with two or three levelsMore than three levels
    Waterfall chartHow a start value becomes an end valueValues aren’t sequential changes

    Pie or bar? Bars win for anything but two or three slices, because people compare lengths far more accurately than angles.

    4. Distributions

    ChartUse it whenAvoid when
    HistogramThe shape of one set of valuesComparing many groups
    Box plotComparing medians and spread across groupsAudience isn’t used to them
    Violin plotComparing the shape of distributionsGroups are small
    Beeswarm plotShowing every individual value, up to a few hundredThousands of points
    Population pyramidTwo groups (such as men and women) by age bandGroups aren’t comparable

    5. Relationships

    ChartUse it whenAvoid when
    Scatter plotTwo numbers per item: is there a pattern?Only a handful of items
    Scatter with trend lineShowing the direction of a relationshipThe relationship isn’t straight
    Bubble chartA third number shown by sizeBubbles overlap heavily
    Connected scatter plotHow two numbers moved together over timeMore than one or two series
    HeatmapValues across two categories, such as day × hourPrecise values matter
    Quadrant chartSorting items into four groups, such as impact × effortAxes have no natural midpoint

    6. Flows and processes

    ChartUse it whenAvoid when
    Sankey diagramQuantities flowing between stagesMore than about 20 nodes
    Alluvial chartHow groups move between categories over stagesCategories change between stages
    Funnel SankeyA conversion funnel with drop-offsSteps aren’t sequential
    Income statement chartRevenue flowing to costs and profit—

    7. Ranking races and small multiples

    ChartUse it whenAvoid when
    Bar chart raceAn animated ranking over time, for social or presentationsPrinted or static reports
    Grid of line charts (small multiples)Many series that would tangle on one chartSeries have very different scales

    Three rules that apply to every chart

    1. Title it with the finding. “Sales doubled after the price cut” tells readers what to look for; “Sales by month” doesn’t.
    2. Start bars at zero. The length of a bar is the value, so a cut-off axis exaggerates differences. Lines can start elsewhere, if you say so.
    3. Use colour for meaning. Highlight the one series that matters and grey the rest, rather than giving each its own bright colour.

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