A Sankey diagram is a specific type of flowchart that visualizes the flow and distribution of data from one set of states (nodes) to another. In a Sankey diagram, the width of each branch is proportional to the data flow volume. This allows users to visually track and compare the amount of data in each path. It is especially useful for showing the transfer and allocation of items, such as energy, materials, funds, and user behavior, across different stages or categories.
Example
Configure Data
In the widget library, from the Charts section, drag Sankey Diagram onto the canvas.
In the Data pane, select a dataset and configure the Fields for the chart as follows.
In the Node Type/Dimension field, add the dimensions that determine the node types. Each node represents a category or stage, such as product type or marketing campaign stage. In this example, drag the Region, Product Type, and Product Package fields to view the data flow and distribution among the three nodes.
In the Node Height/Measure field, add the measure that determines the node height. This helps visualize the distribution of data flow for each node. In this example, drag the Order Amount field to view the order amount distribution for different product types in each region and for different packages under each product type.
You can also perform the following operations on the data:
Configure field formats in batches (①). For more information, see Configure field styles in batches.
Filter fields (②). For more information, see Filter data.
Set up automatic data refresh (③). For more information, see Refresh data on a schedule.
Switch datasets (④). For more information, see Switch datasets.
Edit the dataset (⑤). For more information, see Edit a dataset.
Process data (⑥). For more information, see Create a Calculated Field, Create a Grouped Dimension, and Placeholders.
Copy a field (⑦). For more information, see Copy a field and convert it to a dimension.
Configure Styles
Position and Size
In the configuration pane, set the following properties for the widget:
Adjust the widget alignment (①): Options include align left, center, and align right.
Adjust the widget position (②): Set the X and Y values to adjust the position relative to the top-left corner.
Adjust the widget angle (③): Set the rotation angle.
Adjust the widget size (④): Set the W and H values to adjust the width and height of the widget.
Lock the widget (⑤): Locks the widget so that its size cannot be adjusted.
Adjust the opacity (⑥): Set the opacity of the widget.
Chart
In the Chart section, perform the following operations.
Color Scheme: Set the overall color scheme for the chart. You can select By Node Category or Monochrome.
By Node Category: Assigns different colors to different node categories. You can choose from the system's color schemes or customize the color for each category.
Monochrome: Applies a single color to the entire chart.
Sort Order: The default is no sorting. You can set it to Ascending by Node Height or Descending by Node Height.
Handle Null Values in Outflow Data: The default is Show as Node. You can set it to Show as Loss Bar or Hide Flow. If you select Show as Loss Bar, you can configure the color of the loss bar.
Node: Set the Width and Vertical Spacing of the nodes.
Data Stream: Set the Line Type, Line Color, and Opacity of the data stream.
Data Labels
In the Data Labels section, perform the following operations.
Show All: Determines whether to show all data labels. If the chart has many measure values, you can clear this option to display only some data labels and keep the chart clean.
Content: Sets the content to display in the data labels. You can select Dimension and Measure information as needed.
Arrangement: Sets the arrangement of the dimension and measure text. Options are Side by Side or Top and Bottom.
Text Style: Sets the style of the text in the data labels, including font color and size. You can set different text styles for the dimension and the measure.
Category Labels
In the Category Labels section, perform the following operations.
Position: Sets the display position of the category labels in the chart. Options are Above Chart or Below Chart.
Spacing from Chart: Sets the vertical distance between the category labels and the chart.
Text: Sets the text style for the category labels.
Series Settings
In the Series Settings section, configure the display style for the data of a specific dimension value.
Select Field: Select the dimension value whose style you want to set.
Node Style: Sets the display style of the node. Options are Bar or Card. You can also set the background color and border style of the node.
Label Text: Sets the style for the dimension text and measure text.
Tooltip
When a user hovers the mouse pointer over a data point, a tooltip appears. You can set the background color and text style for the tooltip.
