Ranking for charts

Let's look at the different options to rank the data in your charts.

1. Axis-level ranking for charts

Let's look at the TopN configurations required to display the months with the least and most revenue in 2024. After applying the TopN rule, only the 3 top-performing and bottom-performing months are rendered. You can rank the axis categories based on the measures or variances.

2. Row/column level

In trellis mode, you can rank the data in the rows and columns. Let's create a trellis depicting the sales actuals for product sub-categories across sub-regions and display panels based on their rank. To display the 3 sub-categories and sub-regions with the least sales, we can assign Top N rules at row x column level.

After ranking has been applied, only the bottom-performing regions and product subcategories are rendered.

3. Trellis level

You can apply ranking for linear trellises, where the row and column categories have been combined. In this case, the TopN rules would display an overall ranking across row and column dimensions. You can rank the data based on measures or variances.

The TopN interface will have a Trellis tab from where you can set ranking rules.

The top-performing and bottom-performing panels are displayed after the ranking is applied.

4. Stack level

You can rank the measures from the 'Stacked' tab when you have stacked measures.

Measures are displayed based on the TopN rules as shown below.

5. Nested rules

When the dataset is hierarchical, we can apply nested rules to identify the top-performing or least-performing categories. Consider that we have a product and region hierarchy. Let’s explore the rules that need to be configured to identify the following trends:

Region and Category having the highest sales.
Top 2 Subregions that have the highest allocated budget.
Top 3 Subcategories that have the highest variance percentage.

Only one rule can be created per level of the hierarchy.

STEP 1: Create a row-level rule to identify the region with the highest sales.

STEP 2: Create and apply another row-level rule to identify the Subregions with the highest budget. As Subregion is at the lowest level of the region hierarchy, notice that the ‘Add new rule’ link is disabled.

STEP 3: Add a column-level rule to identify the category with the highest sales.

STEP 4: Add another column-level rule to identify the Subcategories with the highest variance percentage.

After applying the Top N rules discussed above, the chart is rendered as shown below.

6. Others group configurations

You can group the remaining items that do not fall in the Top N buckets and display them in the report. To achieve this, check the ‘Show remaining items as’ box.

6.1. Rename the ‘Others’ bucket

Let's assign a relevant name for the items grouped under ‘Others’. In this example, we are displaying the top product categories. We've renamed the Others bucket to "Subcategories".

6.2. Add suffixes – Field name and count

You can suffix the name of the dimension category and the count of items grouped under the Others bucket by checking the relevant option:

Other + Category Suffix
Others + Item count

For trellis panels, the field name and number of items grouped under the ‘Others’ bracket are displayed by default. We'll display just the count by unchecking the "Other + Category Suffix" option.

6.3. Maintain sort order

Generally, the Others group is not considered for sorting and is placed at the end of the section (the last bar or last panel in a trellis), after all the items that qualify for the Top N rule. Enable this option to include the Others group while sorting.

Notice how the Other Months bar is included in the sort when the Maintain sort order option is enabled.

In trellis mode, the Others panel value will also be considered for sorting when the Maintain sort order option is enabled. Note, we have set the ranking to 2 to demonstrate this feature.