Feature Summary

The Sankey diagram is used to display the flow relationships and quantity distribution of data between different nodes in a dashboard.

Feature Description

Feature Dimension Description
Membership Restriction No membership restriction
Version Restriction No version restriction

Operation Steps

Adding a Sankey Diagram Component to the Dashboard

Feature Entry
Dashboard interface → 「+ Add Component」 → Chart → 「Sankey Diagram」

  1. Enter the dashboard interface and click the 「+ Add Component」 button in the upper left corner
  2. In the pop-up component panel, find the 「Sankey Diagram」 icon under the 「Chart」 category
  3. Click to automatically generate a default Sankey diagram component
  4. Click the component to enter Read Mode and configure data as needed
  5. A sankey diagram component will be automatically generated after confirmation

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Editing/Exporting Charts

Feature Entry
Click an added chart → 「...」 icon in the upper right corner

  1. Click an added chart, then click the 「...」 icon in the upper right corner to expand the edit chart dropdown menu
  2. Select the following options from the expanded dropdown menu:
  • Configuration : Reconfigure chart data/style settings
  • Copy : Copy the chart
  • Copy as Image : Copy this chart as an image
  • Export as Image : Export this chart in image format
  • Delete : Delete the chart

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General Settings

Feature Entry
Click the added chart → 「...」 icon in the upper right corner →「Configuration」 → 「General」 tab

  1. Click the added chart, then click the 「...」 icon in the upper right corner to expand the edit chart dropdown menu
  2. Select the 「Configuration」 option from the expanded dropdown menu
  3. Switch to the 「General」 tab to edit the following chart configurations：
  • Data Source: Select the data sheet to use
  • Data Range: Click 「Data Filter」 to set filter conditions
  • Node Category: Select the start field and target field for data flow
  • Node Height: Count Total Records / Count Specified Field
  • Sort Method: Default / Custom Drag
  • Fields Displayed in Detail Data : Hide/Show all fields in the data source

After switching setting options, you can preview the effect in the left preview pane. Click 「Confirm」 to apply the settings

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Custom Settings

Feature Entry
Click the added chart → 「...」 icon in the upper right corner →「Configuration」 →「Custom」 tab

  1. Click the added chart, then click the 「...」 icon in the upper right corner to expand the edit chart dropdown menu
  2. Select the 「Configuration」 option from the expanded dropdown menu
  3. Switch to the 「Custom」 tab to edit the following chart configurations：
  • Theme Color: Preset color schemes, click the color bar dropdown to switch
  • Node Color: Expand to customize the color of nodes
  • Chart Elements: Expand to set data labels, label content, and label style

After switching setting options, you can preview the effect in the left preview pane. Click 「Confirm」 to apply the settings

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FAQ

Q1: What scenarios are suitable for Sankey diagram analysis?

  • Solution: Sankey diagrams are suitable for analyzing the allocation and flow of resources, traffic, etc., between different stages, such as energy flow, user path analysis, sales funnels, etc.

Q2: How to make the Sankey diagram clearer?

  • Solution: Control the number of nodes (recommended not to exceed 20), adjust the component size appropriately, and use different colors to distinguish different flows.

Notes

  1. The data for the Sankey diagram should have clear inflow and outflow relationships
  2. The width of the connecting lines represents the data volume; ensure the data fields are accurate
  3. The chart will become complex when there are too many nodes; grouping or filtering is recommended