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Create a Double Pie Chart Showing the Breakdown

Дата публикации: Apr 22, 2025
Задача

How can we create a double pie chart to display a breakdown of hierarchical data such as Category and Sub-Category?

Действия

Follow along in the sample packaged workbook found in the Attachments section to review the steps below.

 

solution.png

 

1.Create a calculated field and name it Dummy with the following formula:

0

2.Add SUM(Dummy) to Rows.

3.Change the Mark type to Pie.

4.Add Category to Color and Label.

5.Add SUM(Sales) to Angle.

6.Right-click Category in Color and select Sort. Configure it as follows.

 sort1.png 

7.Select Entire View in the Toolbar.

 toolbar.png 

8.Click Size in the Mark card and increase the size.

9.Add SUM(Dummy) to Rows.

10.Open SUM(Dummy)(2) Mark card.

11.Delete Category from Label.

12.Add Sub-Category to Detail. Click the Detail icon and select Color.

 color.png 

13.Right-click Sub-Category in Color and select Sort. Configure it as follows.

 sort2.png 

14.Add Sub-Category to Label.

15.Click Size in the Mark card and decrease the size.

16.Right-click the second SUM(Dummy) in Rows and select Dual Axis.

17.Open the All Mark card and configure color border as you like.

 border.png 

18.Right-click the first SUM(Dummy) in Rows and select Show Header.

19.Right-click the blank space in the worksheet and select Format.

20.Change Zero Lines to None.

 zero line.png 

Номер статьи базы знаний

002957967

Вложения

sample_DoublePieChart.twbx

1216 KB

 
Загрузка
Salesforce Help | Article