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Radar Charts

Carly Hammond avatar
Written by Carly Hammond
Updated over 2 weeks ago

Summary

  • Displays current snapshot or data over time? Current snapshot

  • Source data: Field (or metric)

  • Description: Similar to a Pie Chart, but with wheel spokes (like a star) rather than wedges

  • Use case example: Count of Companies, split by Owner

Who is this article for?

  • Planhat Users who are designing Dashboard and Presentation Pages (e.g. CS Ops)

What are Radar Charts?

Radar Charts are a type of "Share Chart", the same group as Pie and Doughnut Charts.

They are useful to show see relative sizes - e.g. which is the most common (and least common) Company Phase, or Churn Reason, or Conversation Type.

Radar Charts look web-like, with wheel spokes (like a star) for each category value. The numerical value (count, sum or average etc. - see the setup instructions below) for each category value is plotted on its spoke.

Different Radar Charts can have different numbers of spokes (points of the star) - it just depends how many possible category values there are.


Why use Radar Charts?

Like Pie and and Doughnut Charts, Radar Charts are part of the "Share Charts" category, and are great for giving you a quick view of:

  • A snapshot of current data

  • Splitting data up based on qualitative categories

  • More of a focus on relative proportions than absolute values

Radar Charts make it easy to spot trends and outliers in the data. They can be good for displaying a large number of category variables.

The use cases have a lot of overlap with those of Pie Charts and Doughnut Charts - for example:

  • Count of Conversations, split by Type

  • Count of Tasks, split by Status ("overdue" / "not yet due" etc.)

  • Count of Companies, split by Owner

  • Count of Companies, split by Health Score

  • Count of Churn, split by Reason

  • Company model - sum of ARR, split by Phase

  • Company model - average Health Score, split by Owner

We bet you can think of even more examples!


How to set up a Radar Chart

The main steps are:

  • Choose a data model (object) - e.g. Company

  • Choose either:

    • Counting the number of records - e.g. number of Companies

    • Or a property (from a choice of metrics and fields) plus an operation (sum, average, max or min) - e.g. sum of ARR

  • Choose what category property defines the spoke - e.g. Company Phase

  1. Within a Dashboard or Presentation Page, click on "Share Charts" and then "Radar"

    You'll see a form that looks like this:

  2. In the "Setup" tab

    • Choose an "Object" (i.e. data model), e.g. Company

    • In "Value", choose between "sum", "average", "count", "max" and "min"

      • If you select "count", this will count the number of records of your chosen model (e.g. the number of Companies)

      • For all other operations, once you select the "Value", you also need to select a "Property" (a suitable field or metric) on the model - so, for example, you could do "sum of ARR", or "average of Health Score"

        • πŸ“Œ Note: Health Score is called "Hlth" in the dropdown

    • "Split by category" is where you define the wheel spokes (star points) by choosing a suitable property (such as a list field). For example, if you have selected to count the Company model, you could potentially split by Phase, Industry or Region

    • In "Name", you can optionally enter a title for your Widget, which will display within the Widget

      • An alternative, particularly relevant for Presentation Pages, is to use a separate simple Text Widget if you would like different formatting options

    • In "Description", you can optionally add a description for your Widget

      • This will show in the Widget as a tooltip on an "i" icon

      • An alternative could be to use a simple Text Widget alongside your Radar Chart

    • In "Chart Type", you can switch chart types if you like - so, for example, if you started configuring a Pie and then change your mind to a Radar, or vice versa, you can swap here, and because they are similar chart types, any configuration you started setting up will remain

  3. In the "Customization" tab

    • At the top you'll see a group of checkboxes that you can select or deselect:

      • "Show Legend" - select if you would like to show the legend (key)

        • This also shows the numerical values within the legend

      • "Hide 'other'" - this excludes the "other" segment if applicable

      • "Hide null / undefined" - this excludes the "null / undefined" segment if applicable

  4. Click "Add filters" in the top right of the chart preview if you'd like to add a filter

    • Here you can select a filter so that the Radar Chart shows specific data. So, for example, if you're building a Radar Chart showing the sum of Company ARR split by Phase, here you can specify that you only want to include SMB Companies, or only Enterprise Companies, and so on

    • You can either select from an existing "Company Filter" ...

    • ... or build an "Advanced Filter" from scratch

  5. When you've finished configuring your Radar Chart, click the orange "Add widget" button in the bottom right

If you want to go back and edit your Radar Chart later on, it's easy to do so. While viewing the Page in Edit mode, mouse over the Widget (Chart), and click on the pencil icon to open up the Widget setup form again.


Comparison with other Widgets

Radar Charts are most similar to Pie Charts and Doughnut Charts, which are also part of the "Share Charts" group. In all cases, you see category values arranged from biggest to smallest, making it easy to identify the most "popular" category value.

However, Pie and Doughnut Charts are better at looking at proportions (e.g. is one category value 25% or 50% of the whole), whereas Radar Charts are a bit better at visualizing outliers.

Another difference is that you can configure custom segments in Pie and Doughnut Charts, but you can't in Radar Charts.

Here is the same data displayed in a Pie, Doughnut and Radar:

Click the image to view it enlarged

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