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Flow Charts

Flow Charts

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6 mins READ

Flow charts in UnifyApps are chart types of the Chart block: Funnel, Waterfall, Sankey, Venn and Word Cloud. Each shows how a whole breaks into parts, or how a quantity moves between stages. Pick one in the Chart block's chart type setting.

Note: There is no node-and-edge diagram block. To show a hierarchy, such as reporting lines, use the Organization Chart block.

flow_charts.png
flow_charts.png

How the Five Types Differ

  • Funnel, Waterfall and Word Cloud use a category field and exactly one series.

  • Waterfall also maps a bar type for each row.

  • Sankey and Venn have no axes or series. Sankey maps nodes and links. Venn maps set membership.

Funnel

Stacked bands that narrow from the largest stage to the smallest, for example a sales pipeline with drop-off.

For the full Funnel reference, see Funnel Chart.

Setting

What it controls

Group by

The field whose values become the funnel's stages.

Series

One series, with the value field for each stage.

Shape

3D, Flat or Wavy.

Direction

Vertical or Horizontal. Not offered for the Wavy shape.

View

Full or Top Half. Shown only for a horizontal 3D or Flat funnel.

Note: A funnel orders its stages by value, not by your data's row order.

Waterfall

Bars that build a running total. Each step rises or falls from where the previous one ended, with optional subtotal and total columns.

Setting

What it controls

X Axis → Value

The field that labels each step.

Y Axis → Series

One series, with the amount for each step.

Bar type (per series)

A field whose value is relative (a normal rise or fall), intermediate (a subtotal) or total (the final total). Rows without a bar type are treated as relative.

Connector Line

The line that joins each bar to the next.

Sankey

A flow diagram in which the width of each link shows the quantity flowing between two nodes. You bind two data sources: one for the nodes and one for the links.

Setting

What it controls

Data source

The array of nodes.

Links

The array of links between nodes.

Node

Each node's ID, title and value.

Link

Each link's source node, target node and value.

Format

Number notation and decimal places for values.

Note: A Sankey draws nothing until both the nodes and the links are bound and their fields are mapped.

Venn

Overlapping circles sized by set, to show parts and their intersections.

Setting

What it controls

Data source

The array of set records.

Set

The field listing which sets each record belongs to.

Set size

The number field that gives each set or overlap its size.

Format

Number notation and decimal places for values.

Note: A Venn shows an empty state until the set and set size fields are both mapped.

Word Cloud

Words sized by weight, for example the most frequent terms in feedback.

Setting

What it controls

Words

The field that supplies each word.

Series

One series whose value is each word's weight.

Chart Colours

A color range mapped to word weight.

Font Family, Font Weight

The typeface and weight of the words.

Font Sizes

The Min and Max font size that weights are scaled into.

Word Spacing

The space between words.

Events

Event

Description

On Data Point Click

Fires when the user clicks a Funnel stage, a Waterfall bar or a Word Cloud word. The payload is the clicked record. Set it under Content → Interactions.

Note: Sankey and Venn don't fire On Data Point Click. Clicking a node, link or circle runs nothing.

Example: Signup Funnel

  1. Drop a Chart block and set its chart type to Funnel.

  2. Bind it to a data source with one row per signup stage and a count for each stage.

  3. Set Group by to the stage field and the Series value to the count field.

Example: Profit-and-Loss Waterfall

  1. Drop a Chart block and set its chart type to Waterfall.

  2. Set X Axis → Value to the line-item field and the series value to the amount field.

  3. Map the bar type to a field that holds relative for line items, intermediate for subtotals and total for the final bar.

Page

Relationship

Funnel Chart

The full Funnel reference: data shape, appearance, common patterns.

Bar & Column Charts

Stage comparison on a common axis scale, plus the Chart block's shared methods and state.

Organization Chart

Tree-structured hierarchy charts with a single root.