Peltier Tech Blog

Excel Chart Add-Ins | Training | Custom Solutions | Charts and Tutorials | PTS Blog

 

Main menu:

 
Peltier Tech
Chart Add-Ins

Peltier Tech Waterfall Chart Utility
Peltier Tech Cluster-Stack Chart Utility
Peltier Tech Box and Whisker Chart Utility
Peltier Tech Marimekko Chart Utility
Peltier Tech Dot Plot Utility
Peltier Tech Cascade Chart Utility

 
Excel Dashboards

Subscribe

Site search

Subscribe

Site search


Recent Posts

Recently Commented

Popular Posts

Archive


 

Categories


 

Privacy Policy

Creative Commons License
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

Bad Graphics – Stacked Pyramid Chart

by Jon Peltier
Saturday, April 12th, 2008
Peltier Technical Services, Inc., Copyright © 2010.
Licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License.

I was directed to the web site for UberBI after reading The Uber Art of Dashboards on the Dashboards by Example blog. I want to say a few words about this chart, a stacked pyramid, which is featured prominently on one of UberBI’s displays.


Stacked Pyramid Chart

I occasionally read the Dashboards by Example blog, although I feel that it lacks any critical assessment of the dashboards it presents. For example, the Dashboard Spy (as the author of Dashboards by Example calls himself) had this to say about UberBI:

“With design deliverables like these examples, they certainly have a grasp of what it takes to design a slick looking dashboard.”

It’s slick looking, all right, if less than efficient and accurate in actually displaying data. One of the commenters added:

“Eye candy is definitely needed on BI dashboard projects whether you like it or not. [...] I know you will argue, but believe me that the average user will not care if the blocks are not accurate to their values.”

Wow, it’s hard to argue with such a knowledgeable and outspoken consumer of business graphics. I was going to do a counter-review of UberBI, because I felt it was exclusively an exercise in high fructose eye candy. But I decided a discussion of the above stacked pyramid chart would be a better use of my time.

Let’s take a look at the chart. Looks nice, only four data points, so it’s not too cluttered. The colors are nice too, so I’ll borrow them for my examples. There’s a thin but wide orange (peach?) layer at the bottom, a thick green layer above that, a smaller yellow layer above that, and a relatively small blue cap. It’s nice enough until you study the numbers in the data labels. The small blue cap is the largest value in the pile, and the two mismatched chunks in the middle are nearly equal in value, despite the yellow piece being apparently much smaller.

Although the most obvious dimensional property of each block of the pyramid is its apparent volume, the value conveyed by each block is its thickness, regardless of its area in the other two dimensions. The thickness isn’t even very effective at conveying value: no matter how much I stare at the blue piece on top, it appears as thick as the two middle blocks. If I print out the chart and measure the dimensions of the segments, I can verify that the thickness does scale with the value. But visually it is impossible to see. Even if I flatten the pyramid into a 2D view, the area of each section overwhelms the perception of its thickness.


“Flat” Stacked Pyramid Chart

A stacked column chart improves on the pyramid, because the widths of all sections are the same, and the area of each section is directly proportional to its thickness. The blue “Bikes” series is obviously the largest. Stacking the columns this way makes it hard to compare similar values, but clustering them side by side in a column or a bar chart makes all comparisons easy. Use a horizontal orientation to keep labels horizontal (easier to read).


Stacked Column (left) and Clustered Bar (right) Charts

Another problem with many “dashboard” graphics, including the UberBI stacked pyramid and the many dials that grace the UberBI dashboard, is that they only show one point in time. The pyramid allows you to view a selected month, but you cannot see them all at once and cannot assess any trends in the values.

Below is a single chart which requires less space than the stacked pyramid, yet shows data for an arbitrary number of periods. Nothing fancy, no scrumptious eye candy, no sexy 3D effects, just the data. Hey, it’s a line chart! Anyone can make a line chart, even if they don’t have a fancy BI graphics package.


Boring Old Line Chart

The line chart has several advantages over the pyramid chart. First, it shows data magnitudes clearly: values are encoded by a data point’s position along an axis, not by a difficult judgment of the point’s thickness, area, or volume. Second, it shows the trends of the values over time in a single view, without having to switch from one time period to another. Third, it’s clean and fits into a smaller space than the pyramid chart, with no loss of detail.

Related Posts:

Bookmark and share this entry:
  • Twitter
  • Digg
  • Facebook
  • LinkedIn
  • del.icio.us
  • Technorati
  • StumbleUpon
  • Google Bookmarks
  • Reddit
  • MySpace
  • Slashdot
  • Yahoo! Buzz
  • Tumblr

Learn how to create Excel dashboards.

Comments


Comment from dermot
Time: Sunday, April 13, 2008, 5:16 am

You tell them, John. That pyramid is awful by any standards.


Comment from Peder Schmedling
Time: Monday, April 14, 2008, 2:17 am

One time, one of our seniors referred to using a pyramid chart as the same thing as “tampering with the data”.

“The only time you should use this” he said, “is when you need to camouflage large expenses to the management”.

I think that pretty much sums it all up :-)

Thanks for the great blog JP, I’m eagerly reading all your posts.


Comment from tb
Time: Monday, April 14, 2008, 4:52 am

Now don’t be too harsh on them.

This kind of 3D piramid graph can be very useful is a sales brochure where you rather want to dazzle the reader than to pass on information.

oh, or did this come from a sales pitch for the dashboard software?


Comment from mr tom
Time: Monday, April 14, 2008, 5:35 am

Agreed. Total poo.

They do have a talent for making things look nice, and if they could combine that with telling (from a data perspective) the truth, then they could be a good bet.

As is, though, terrible.


Comment from Jon Peltier
Time: Monday, April 14, 2008, 6:51 am

What’s the point of making it look good, if it doesn’t look right?

The pyramid was shown in a demo of the company’s CORPORATE dashboarding software. I guess those corporate underlings really need to dazzle their CEO and shareholders.


Comment from mr tom
Time: Monday, April 14, 2008, 8:10 am

“What’s the point of making it look good, if it doesn’t look right?”

My point exactly. They have a talent for the one, but not a clue with the other. If they can do both well, then they can really add value, but otherwise it just isn’t good.


Comment from Matthew Pfluger
Time: Monday, April 14, 2008, 1:52 pm

mr tom,

Your addition to Jon’s comments on the enterprise-dashboard site was spot on. In these days of “value added” everything, I am surprised that those who claim to know exactly what the C-level “average users” want would choose to ignore this buzzword.

Another point I’d like to make is the lack of keys. I personally don’t mind the dial indicators, but they are useless without a clearly defined key. What does red mean? Similarly, the shaded map of Canada is terrific, but what do the colors mean?

I love an intelligent and useful dashbord, and I’d like to use them more often myself – in engineering design space and system performance evaluations. Overall, I like the dashboard examples. No one argues the need to make dashboards look great, but they must accurately represent the underlying data.


Comment from Jon Peltier
Time: Monday, April 14, 2008, 7:34 pm

The problem with a dial is that it provides one measurement. This is fine if you’re driving, you need to see how much gas is in the tank right now, how fast you’re going right now.

If you’re running a business, and not pretending to pilot your fancy mahogany desk across your office suite, you need to know what revenues are now, and last month, and the few months prior to that, and maybe you need projections for the following few months a well.

One measurement doesn’t cut it. In a smaller space than most gauges are allocated, you can fit one or more line charts, and present a much more complete picture.

I like looking at dashboard examples, myself. Unfortunately I see too many examples like the one featured here that have severe shortcomings.


Comment from mr tom
Time: Tuesday, April 15, 2008, 4:01 am

Agreed.

I can see the attraction in a dial – it’s really clear (or it is if it’s any good!)whether it is a good thing or a bad thing.

It is an appalling device for a data rich environment such as a dashboard, but for some reason people love it nonetheless.

I think there’s more to it than aesthetics. I think the simplicity also appeals.

I used to believe that only really smart people made it to the top level of most businesses, however the truth is a little different to that!

And there perhaps is the reason for the popularity of dials. Anybody can understand them, even business leaders.


Comment from Jon Peltier
Time: Tuesday, April 15, 2008, 7:09 pm

Mr Tom -

You last two lines made me laugh. At first I was going to ask if you’ve ever read Dilbert. But then I saw that you understand.

Before I stopped making such charts, I did a project for a company that consisted of an array of charts, perhaps 18 or 24 in a single screen. The version for the engineers and finance people had an array of line/area charts, while the version for the pointy-haired “leaders” was the same number of dials.

I wonder if they pretended they were playing Flight Simulator. I played that once, about in 1994, and crashed my fighter into the side of the carrier. Oops!


Comment from mr tom
Time: Wednesday, April 16, 2008, 8:13 am

Jon,

Hilarious.

I get my daily Dilbert via RSS, my DNRC newsletter and also read the Dilbert blog (and occasionally comment under this name!)

There’s one other factor we’ve actually not mentioned. Sometimes our great leaders WANT the dashboard to mislead. Especially if it is for an external audience.


Comment from Jon Peltier
Time: Wednesday, April 16, 2008, 10:01 am

“Sometimes our great leaders WANT the dashboard to mislead.”

This is very true. It’s the reason I initially started pasting copies of my charts into PowerPoint slides, so they could not be manipulated. Not that I thought my fearless leaders would intelligently manipulate the data, more that I wa afraid they’d bungle it and I’d look foolish. It was later that I realized the smaller file sizes and improved security that results.


Comment from mr tom
Time: Wednesday, April 16, 2008, 10:11 am

Yeah. I pdf for the same reason.

Plus I have one of the only copies of Bonavista Microcharts in the company ;)


Comment from Matthew Pfluger
Time: Thursday, April 17, 2008, 9:21 am

mr tom,

What has been your experience been with MicroCharts? I just discovered them while reading posts on this topic, and I am thoroughly impressed. So are the managers and bean counters at work, and they are interested in learning more. Could you offer some perspecitve?

Thanks,
Matthew Pfluger


Comment from Rod McInnis
Time: Thursday, April 17, 2008, 10:18 am

Speedometers in automobiles tell you a lot more than how fast you are going. The reason that all cars use dials is that they allow the driver to see the rate of change in addition to its current value. Speedometers don’t just tell you how fast you are going but also tell you how rapidly that speed it changing. By looking at a tachometer you can see how quickly you are approaching the redline so you can time your shift appropriately. Back in the 80s a lot of sports cars showed up with digital displays that looked really cool but were a big step backwards for data visualization in that application.

Like everyone agrees, dials don’t do a good job at presenting business information because it does not change rapidly while you are look at the gauge. For rapidly changing data that you need immediate information on both the value and the direction/rate of change, dials make a very useful and elegant chart.

I have been coming to this site and directing others to peltiertech.com for years now. The bolg is a great addition to give me a reason to stop in more frequently. Good work!


Comment from Matthew Pfluger
Time: Thursday, April 17, 2008, 10:41 am

Rod, I respectfully disagree. In my opinion, dials only show an instantaneous reading of a value. Dials do a poor job of showing rate of change unless you either constantly refresh data or watch for a long time, something people are unlikely to do with Excel dashboards.

For example, the auto shop guys that I know install dial gauges not to see rate of change but quickly see the current value; engine RPM, how close to Red Line, road speed, etc. Other graphs (lines) are better suited for rate of change. However, when I only need an instantaneous value in relation to a min and max, I have no issue with dial graphs.


Comment from Jon Peltier
Time: Thursday, April 17, 2008, 1:10 pm

To some extent I agree with Rod. To the extent that the dial is moving rapidly enough that you can sense its rate of change, then the dial provides that feedback. As Rod points out, this is useful in a motor vehicle, since you can watch the RPM ramp up over the course of half a second or even a few seconds.

But dials in dashboards are not updated at the frequency of the tachometer in your car. I think Rod and Matthew are both saying this. Thus you need a different display approach that shows current and historical values. A line chart satisfies this approach.

If you only need to show an instantaneous value, Stephen Few’s bullet chart is much more efficient in terms of space. You could fit at least three or four bullet graphs in the space of a single gauge. The bullet graph is described here: http://www.perceptualedge.com/articles/misc/Bullet_Graph_Design_Spec.pdf, and Charley Kyd’s Excel implementation is here: http://www.exceluser.com/explore/bullet.htm.


Comment from mr tom
Time: Friday, April 18, 2008, 4:35 am

Hi Matthew.

I’m a recent convert to microcharts.

It has some bugs and some annoyances. It takes a bit of getting used to.

But I love it.

It lets me do stuff that excel simply doesn’t otherwise do.

Well worth the investment, and there’s a limited time demo you can use to convince yourself.


Comment from Damir
Time: Tuesday, April 22, 2008, 7:54 am

I guess the only worse one– or equally bad–is the funnel chart. Here are the two showing the same data-set: http://www.damirsystems.com/?p=99


Comment from Jon Peltier
Time: Tuesday, April 22, 2008, 5:52 pm

Oh, that’s nasty. I guess it plots by thickness, too, like the pyramid.

I’ve seen funnel charts which were supposed to indicate a process of filtering out items, so each stage of the funnel is supposed to contain fewer items. This would be good, for example, for tracking the success of development projects, where you might start with 100 projects, 90 pass through the initial feasibility stage, 75 pass preliminary design, 50 go on to detail design, 25 pass technical review, and 10 are released to manufacturing.

However, I think that a column or bar chart best illustrates a filtering process at work. The funnel analogy is lacking, because it seems to me that everything squeezes through the entire ever-diminishing cross section of a funnel. Pressure and friction increase, and nothing is really filtered out. And if you get an artistic graphic designer drawing the funnel from a 3D perspective, I don’t know what it looks like.


Comment from Damir
Time: Saturday, April 26, 2008, 8:58 am

One could simply rotate the bar-chat around the category axis to get truncated-conical shape which can then be used as a funnel or pyramid chart. In this case the width of a disc-element would be proportional to the category value. Why do they do thickness is beyond me.


Comment from Jon Peltier
Time: Saturday, April 26, 2008, 10:32 am

I suspect they use thickness because (a) the algorithms are easier to implement, and (b) they haven’t even thought of using a different apparent ’size’ property of the sections. probably a good thing, because these can be improved on only by using a uniform section, viewing the section as a 2D shape, and unstacking the sections.


Comment from mermaldad
Time: Tuesday, December 8, 2009, 12:34 pm

To me, the purpose of a stacked pyramid is to express a relationship between the layers. The lowest layer is the foundation upon which higher layers depend. As you noted, the eye naturally sees the volume of each layer as indicating the magnitude of whatever is being measured. A reasonably good example of this is the USDA food pyramid, where the volume (or area) of the layer indicates how many servings of each group one should eat. Moreover, if the because the eye is only so-so at comparing the volumes of the layers, the pyramid is best used when the numbers aren’t the main point.

The chart above ignores all of this. It’s not that the stacked pyramid is bad, just that it is easily mis-used.

Write a comment

I welcome comments from my readers. If you have an opinion on this post, if you have a question or if there is anything to add, I want to hear from you. Whether you agree or disagree, please join the discussion.

If you want to include an image in your comment, post it on your own site or on one of the many free image sharing sites, and include a link in your comment. I'll download your image and insert the necessary html to display the image inline.

Read the PTS Blog Comment Policy.





Subscribe without commenting

Peltier Tech Waterfall Chart Utility Peltier Tech Cluster-Stack Chart Utility Peltier Tech Box and Whisker Chart Utility Peltier Tech Marimekko Chart Utility Peltier Tech Dot Plot Utility Peltier Tech Cascade Chart Utility

Create Excel dashboards quickly with Plug-N-Play reports.