This topic introduces butterfly charts, including an overview and an application example. This topic also describes how to configure the style of a butterfly chart and how to delete a butterfly chart.

Prerequisites

Overview

A butterfly chart is the combination of a comparison chart and a funnel chart. A comparison chart is used to compare metrics of two different objects, such as the income and education level differences between residents in two cities. A funnel chart shows the conversion rate at each stage of a business process, such as the percentage of visitors that become paying customers for a shopping website. Funnel charts are ideal for business process analysis.

A butterfly chart combines the features of a comparison chart and a funnel chart. If you want to compare the migration rate, employment rate, and commercial housing transactions between Beijing and Shanghai cities, and a conversion relationship exists between these metrics. You can use a butterfly chart to show the values of the metrics for the two cities and also the conversion rates between the metrics.

If no conversion relationship exists, the butterfly chart functions as a comparison chart. If a conversion relationship exists between the metrics but only one comparison object is defined, the chart functions as a funnel chart.

A butterfly chart consists of comparison objects and metrics. The objects that are compared are determined by a dimension, such as area or product type. Metrics are determined by measures, such as order quantity and order price.

Notice You can specify only one dimension for comparison objects and up to ten measures for tier areas.

Application example

Scenario: Compare the order quantities, profits, and shipping costs of different types of products. The following example uses the company_sales_record dataset to describe the application of a butterfly chart.

  1. In the left-side navigation pane of the Workspace page, click Datasets.
  2. On the Datasets page that appears, find the company_sales_record dataset, and click the Create Dashboard icon in the Actions column.
    Note If you are using Quick BI Enterprise Standard, select Standard or Full Screen as the dashboard type. In this example, Standard is selected.
  3. Click the Butterfly chart icon icon. A butterfly chart appears in the display area of the dashboard.
  4. Click the Data tab and select the required dimension and measures.
    In the Dimensions list, find and add product_type to the Comparison Metrics (Dim.) field. In the Measures list, find and add order_number, profit_amt, and shipping cost to the Tier Area (Mea.) field.Specify fields for the butterfly chart
  5. Click Update. The chart is updated.
  6. Click the Style tab and configure parameters in the Basic Information, Visual Style, and Series Settings sections.
  7. Click Save in the upper-right corner. In the Save Dashboard dialog box that appears, enter a name for the dashboard and click OK.

Configure parameters on the Style tab

  • In the Basic Information section, configure Show Title and Description, Show Link, and Visual Style.
    Note If you want the user to be redirected to a report or an external page, select Show Link and specify Link Text and Link Address.
    Butterfly charts have two visual styles: standard and conversion analysis.Visual Style
  • In the Chart Type section, configure the following parameters:
    • When Visual Style is set to Standard, you can configure the following parameters in the Chart Type section: Shape, Display Measure Names, Display Data Labels, Conversion Rate Calculation Method, Funnel Color, Data Label Display, Display Mode, Bottom Style, and Show Legend.Standard visual style
      Note The conversion rate is calculated by using the following formulas:
      • Conversion rate from the upper adjacent layer = Measure value at the current layer/Measure value at the upper adjacent layer × 100%
      • Conversion rate from the first layer = Measure value at the current layer/Measure value at the first layer × 100%
    • When Visual Style is set to Conversion Analysis, you can configure Shape, Funnel Color, and Data Label Display in the Chart Type section.Conversion analysis
  • In the Series Settings section, specify Display Name and Number Formatting for each measure.
Click Update. The following figure shows an updated butterfly chart.Butterfly chart
Click the Switch dimension value icon icon next to a dimension value to switch to another dimension value.

Delete a chart

Click the More Actions icon in the upper-right corner of a chart and select Delete from the drop-down list to delete the chart.