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Using groups and breakdowns

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Using different combinations of charts, measures, groups, filters, and breakdowns in your visualization enables you to create a range of powerful event data transformations for meaningful and actionable analysis.

This article focuses on how you can use Groups and Breakdowns, in particular, to examine and represent event data in your visualization to improve your analysis.

Groups and Breakdowns are both derived from the same attributes: event data and bid sheet columns. However, how you apply these attributes — either as a group, a combination of groups, or a breakdown — affects how your data is visualized.

Scenario Summary visualization

For this example, we are using the preconfigured Scenario Summary visualization to start. We created three different scenarios to evaluate the pre-discount cost allocations based on different business rules.

  • Low Cost Baseline
  • 1 Winner per Business Unit
  • Even Lane Split - 4 suppliers

In each of the following sections, we explore how different groups, breakdowns, and combinations of both can be used to visualize event data in a bar chart.

Scenario Summary with one group selected

First, we want to compare the pre-discount cost of each scenario.

The preconfigured Scenario Summary visualization provides this view by default if you have configured and evaluated scenarios.

The group attribute, Scenario Name, is selected from the Groups list. This displays the three scenarios against the Pre Discount Cost measure, providing a high-level comparison of the pre-discount cost of each scenario.

Scenario Summary - Scenario Name selected
Figure 1. Scenario Summary - Scenario Name selected

Scenario Summary with two groups selected

By selecting additional groups, we can split the data into subgroups. For example, we can visualize the data by scenario and origin.

To do this, we select a second attribute, Origin, from the Groups list. The two attributes, Scenario Name and Origin, combine to form the data points displayed in the visualization, showing each scenario and origin pairing against the Pre Discount Cost measure.

Because there are three origin locations and three scenarios, we now have nine data points in the bar chart, one for each pairing of Origin and Scenario Name attributes.

Scenario Summary - Scenario Name and Origin selected
Figure 2. Scenario Summary - Scenario Name and Origin selected

Scenario Summary with three groups selected

By selecting another group, we can add more granularity and split the data into further subgroups. For example, as we are already looking at how the data is grouped by scenario and origin, we may want to visualize the data by scenario, origin, and destination.

To do this, we select a third attribute, Destination, from the Groups list. The three attributes, Scenario Name, Origin, and Destination combine to form the data points displayed in the visualization, showing every combination of scenario, origin, and destination, against the Pre Discount Cost measure.

Scenario Summary - Scenario Name, Origin, and Destination selected
Figure 3. Scenario Summary - Scenario Name, Origin, and Destination selected

Scenario Summary with a breakdown

At this point, it may be useful to understand how the data, already grouped by scenario, origin, and destination, is broken down by bidder. There are two ways we can do this.

We can select a fourth attribute, Bidder Name, from the Groups list. The four attributes, Scenario Name, Origin, Destination, and Bidder Name combine to form the data points displayed in the visualization, showing every combination of scenario, origin, destination, and bidder against the Pre Discount Cost measure.

Scenario Summary - Scenario Name, Origin, Destination, and Bidder
    Name selected
Figure 4a. Scenario Summary - Scenario Name, Origin, Destination, and Bidder Name selected

Although the visualization provides a comprehensive breakdown of the data by creating a data point for every scenario, origin, destination, and bidder combination, we can see that the bar chart is becoming dense with information.

To better visualize the increasing combination of attributes, we can use a breakdown to create a multi-series visualization. Instead of the Bidder Name attribute combining with the Scenario Name, Origin, and Destination attributes to form new data points, a new series is created for each Bidder Name.

Scenario Summary - Bidder Name breakdown
Figure 4b. Scenario Summary - Bidder Name breakdown

Each bidder is represented with their own color in the visualization. You can click the bidder names in the legend above the bar chart to show or hide the corresponding data in the visualization.

You can select as many group attributes as you want when creating your data series; however, you can only select one breakdown at a time. You cannot use the same attribute as a group and a breakdown at the same time.