Published at: 2026-09-17
Share and conversion charts
This topic describes the features, operations, and rules of share and conversion charts.
Content index
| Topic | Description |
|---|---|
| Pie chart | See the corresponding section on this page. |
| Funnel chart | See the corresponding section on this page. |
| Conversion funnel chart | See the corresponding section on this page. |
| Treemap | See the corresponding section on this page. |
Pie chart
### Use cases
A pie chart shows the proportion of each dimension within a data range. For example, a pie chart can compare the proportion of sales orders across account levels, or the proportion of annual payments received across departments.
Chart configuration
#### Axis data
* Dimension: 1 dimension
* Metric: 1–6 metrics
Style (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
* Add remark content
* Collapsed remark style effect
* Exposed remark style effect
* Hidden remark style effect- KPI Name: Displayed as the KPI Name by default. You can change the display content.
- Dimension name: Displayed as the dimension name by default. You can change the display content.
Chart display
- Display format: Hollow circle by default. You can switch to solid circle. When the display format is Hollow circle, you can further set whether to show the total in the center. It is hidden by default.
* Hollow circle without total effect
* Hollow circle with total effect
* Solid circle effectVisible settings
- Legend: Displayed at the top by default. You can switch to bottom or none (none means the legend is hidden).
* Legend at the top effect
* Legend at the bottom effect
* Legend hidden effect- Data label: Shows the number by default. You can switch to or select both percentage and dimension.
- When dimension is selected, you can further configure the display effect. It is displayed in one row by default. You can switch to wrap display (when both dimension and value are displayed, the dimension value occupies one row and the numeric value occupies another row).
- Position: Available when at least one of percentage, number, or dimension is selected. External by default. You can switch to internal-horizontal or internal-toward center.
* Both value (number and percentage) and dimension displayed, dimension in one row
* Both value (number and percentage) and dimension displayed, dimension wrapped
* Internal-horizontal effect
* Internal-toward center effect- Show total:
- Display mode: Displayed by default. You can switch to hide it. When displayed, it appears in the edit view, detail view, and card view based on the configuration. When hidden, it does not appear in any view.
- Show total in card view: Selected by default. You can clear the selection to hide the total in the card view. When Display mode is set to hide, this option is read-only and cannot be edited.
* Total displayed effect
* Total hidden effect- Data Statistics table: You can set Visible the Data Statistics table and where to display it. It is hidden by default. You can switch to display it at the top, bottom, left, or right of the chart.
- Hide Data Statistics table in card view: This option is available when the Data Statistics table is displayed. It is selected by default.
- Display order: Default. You can switch to clockwise from the 12 o’clock direction or counterclockwise from the 12 o’clock direction.
Color and font* Color: The system supports two color schemes: new palette and classic palette. The first set of the new palette is used by default. You can also enable accessible pattern settings.
- New palette: Supports customizing colors based on an existing color scheme.
- Classic palette: Does not support custom colors.
- Font size: The default is 12. You can switch to 13, 14, 15, or 16.
Function configuration
##### Advanced configuration
* Average: Not selected by default. When selected, the average of the current metric is displayed in the edit view, preview view, and detail view.
- Show dimensions whose metric is 0: Not selected by default. You can select it to display dimensions whose metric is 0.
* Effect when not selecting to show dimensions whose metric is 0
* Effect when selecting to show dimensions whose metric is 0- Sequence number: Not selected by default. When selected, the sequence number is displayed.
- Sort: Not selected by default. When selected, you can set sorting and TopN for a dimension based on itself, or sorting and TopN for a dimension based on a metric. You can select a preset TopN or enter a specific value.
- When the dimension is an enumeration value or a department field, custom sorting is supported.
* Custom sort based on the dimension value itself
* Sort by metric in descending order based on the dimension value
* Show TopN based on sortingStyle (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Standalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
Funnel chart
### Use cases
A funnel chart shows the distribution of each dimension within a data range. For example, it can show opportunities across opportunity stages.
Chart configuration
#### Axis data
* Dimension: 1 dimension
* Metric: 1–6 metrics
Style (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
* Add remark content
* Collapsed remark style effect
* Exposed remark style effect
* Hidden remark style effect- KPI Name: Displayed as the KPI Name by default. You can change the display content.
- Dimension name: Displayed as the dimension name by default. You can change the display content.
Chart display
- Display format: Fixed width by default. You can switch to fixed height.
- Fixed width: The width of each lower stage decreases at a fixed ratio. The height represents the primary metric data of each dimension value.
- Fixed height: The height of each stage is fixed. The width represents the primary metric data of each dimension value.
* Fixed width effect
* Fixed height effectVisible settings
- Legend: Displayed at the top by default. You can switch to bottom or none (none means the legend is hidden).
- Show data label:
- Dimension name: Not selected by default. You can select it. When selected, you can further set the position.
- Position: Right by default. You can switch to left or internal.
- Value: Selected by default. Shows the number. You can switch to percentage, or both number and percentage. When not selected, neither the display content nor the position can be set.
- Position: Right by default. You can switch to left or internal.
- Dimension name: Not selected by default. You can select it. When selected, you can further set the position.
* Dimension value not displayed
* Dimension value displayed and placed internally
* Value not displayed
* Value shows both number and percentage
* Value placed internally- Show total:
- Display mode: Displayed by default. You can switch to hide it. When displayed, it appears in the edit view, detail view, and card view based on the configuration. When hidden, it does not appear in any view.
- Show total in card view: Selected by default. You can clear the selection to hide the total in the card view. When Display mode is set to hide, this option is read-only and cannot be edited.
* Total displayed effect
* Total hidden effect- Data Statistics table: You can set Visible the Data Statistics table and where to display it. It is hidden by default. You can switch to display it at the top, bottom, left, or right of the chart.
- Hide Data Statistics table in card view: This option is available when the Data Statistics table is displayed. It is selected by default.
Color and font* Color: The system supports two color schemes: new palette and classic palette. The first set of the new palette is used by default.
- New palette: Supports customizing colors based on an existing color scheme.
- Classic palette: Does not support custom colors.
- Font size: The default is 12. You can switch to 13, 14, 15, or 16.
Function configuration
##### Advanced configuration
* Average: Not selected by default. When selected, the average of the current metric is displayed in the edit view, preview view, and detail view.
- Show dimensions whose metric is 0: Not selected by default. You can select it to display dimensions whose metric is 0.
* Effect when not selecting to show dimensions whose metric is 0
* Effect when selecting to show dimensions whose metric is 0- Sort: Not selected by default. When selected, you can set sorting and TopN for a dimension based on itself, or sorting and TopN for a dimension based on a metric. You can select a preset TopN or enter a specific value.
- When the dimension is an enumeration value or a department field, custom sorting is supported.
* Custom sort based on the dimension value itself
* Sort by metric in descending order based on the dimension value
* Show TopN based on sortingStyle (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Standalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
Conversion funnel chart
### Use cases
A conversion funnel chart shows the conversion rate from potential leads to actual sales. It helps enterprises understand user behavior and conversion across stages, so they can optimize products and processes and improve the conversion rate.
Chart configuration
#### Axis data
* Dimension: 0 dimensions
* Metric: 1–12 primary metrics, 0–12 secondary metrics
Style (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
* Add remark content
* Collapsed remark style effect
* Exposed remark style effect
* Hidden remark style effect- KPI Name: Displayed as the KPI Name by default. You can change the display content.
Chart display
- Display format: Fixed width by default. You can switch to fixed height.
- Fixed width: The width of each lower stage decreases at a fixed ratio. The height represents the primary metric data of each dimension value.
- Fixed height: The height of each stage is fixed. The width represents the primary metric data of each dimension value.
* Fixed width effect
* Fixed height effectVisible settings
- Legend: Displayed at the top by default. You can switch to bottom or none (none means the legend is hidden).
- Show data label:
- Stage name: Not selected by default. You can select it. When selected, you can further set the display mode and position.
- Setting: Smart display by default. You can switch to force display or custom display field.
- Smart display: Based on the display area of the current dimension, it intelligently displays the number of characters in the dimension value. When the content exceeds the displayable area, “…” is shown.
- Force display: Displays the full dimension value. When dimension values are long, overlap may occur.
- Do not display: Custom display. Displays 3 characters by default and supports up to 12 characters.
- Position: Right by default. You can switch to left or internal.
- Setting: Smart display by default. You can switch to force display or custom display field.
- Value: Selected by default and displayed on the right. You can adjust the value display position.
- Position: Right by default. You can switch to left or internal.
- Stage name: Not selected by default. You can select it. When selected, you can further set the display mode and position.
* Stage name not displayed
* Stage name displayed and placed internally
* Value not displayed
* Value displayed on the right- Data Statistics table: You can set Visible the Data Statistics table and where to display it. It is hidden by default. You can switch to display it at the top, bottom, left, or right of the chart.
- Hide Data Statistics table in card view: This option is available when the Data Statistics table is displayed. It is selected by default.
Color and font* Color: The system supports two color schemes: new palette and classic palette. The first set of the new palette is used by default.
- New palette: Supports customizing colors based on an existing color scheme.
- Classic palette: Does not support custom colors.
- Font size: The default is 12. You can switch to 13, 14, 15, or 16.
Function configuration
##### Advanced configuration
* Sequence number: Not selected by default. When selected, the sequence number is displayed.
Style (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Standalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
Treemap
### Use cases
A treemap is well known for its distinctive hierarchical structure and intuitive data layering. It helps users easily understand complex data structures and distributions. For example, a single-dimension treemap (Figure 1).
It is suitable for analyzing and presenting data distribution. It helps users quickly identify and locate key data points and understand the proportion of data across different distributions. A single-dimension treemap is especially useful for showing department performance, sales share by product category, and similar scenarios, so users can easily grasp the overall data picture. A two-dimension treemap (Figure 2) further extends the depth and complexity of the data presentation.
By introducing two dimensions for hierarchical analysis, it shows not only the data hierarchy of each dimension but also the relationships and differences between data through the size and color of the blocks. This chart is particularly useful for complex business scenarios. For example, analyzing regional sales data and product line performance in the same chart provides users with more detailed and comprehensive data insights.
Figure 1. Single-dimension treemap
Figure 2. Two-dimension treemapChart configuration
#### Axis data
* Dimension: 1–2 dimensions
* Metric: 1 metric
Figure 3. Dimension and metricStyle (Web)
##### Basic info
* Chart name: When you create a chart, the analysis topic name is used by default. You can change it to a custom chart name based on the chart configuration.
Figure 4. Chart name- Remarks:
- Remark content: You can add remarks to the current chart so viewers can better understand what the chart conveys.
- Remark style:
- Collapsed: Displayed as an icon after the chart title in the detail view and card view. Hover over the icon to view the remark content.
- Exposed: Displayed as text after the chart title in the detail view and card view.
- Hidden: Not displayed in either the detail view or card view.
Figure 5. Add remark content
Figure 6. Collapsed remark effect
Figure 7. Exposed remark effect- KPI Name: Displayed as the KPI Name by default. You can change the display content.
Figure 8. Modify KPI Name- Dimension name: Displayed as the dimension name by default. You can change the display content.
Figure 9. Modify dimension nameVisible settings
- Data label:
- Percentage: You can set Visible the percentage on the chart.
- Value: You can set Visible the metric value on the chart.
- Dimension: Supports custom show or hide of the dimension.
- Wrap display: You can configure whether to wrap the display or display in one row.
Figure 10. Data label configuration- Show total: Supports custom show or hide of the total.
- Display mode: Displayed by default. You can switch to hide it. When displayed, it appears in the edit view, detail view, and card view based on the configuration. When hidden, it does not appear in any view.
- Show total in card view: Selected by default. You can clear the selection to hide the total in the card view. When Display mode is set to hide, this option is read-only and cannot be edited.
- Data Statistics table: You can set Visible the Data Statistics table and where to display it. It is hidden by default. You can switch to display it at the top, bottom, left, or right of the chart.
- Hide Data Statistics table in card view: This option is available when the Data Statistics table is displayed. It is selected by default.
Figure 11. Data Statistics table configurationColor and font* Color: The system supports two color schemes: new palette and classic palette. The first set of the new palette is used by default. You can also enable accessible pattern settings.
- New palette: Supports customizing colors based on an existing color scheme.
- Classic palette: Does not support custom colors.
- Font size: The system supports custom font sizes from preset sizes.
Figure 12. Color
Figure 13. Font sizeCustom zoom
- Custom zoom: In the edit view, view mode, preview, and card view, you can use the mouse to zoom in or out of the treemap. A one-click restore is also supported.
Figure 14. Zoom in effect
Figure 15. Zoom out effectStyle (Mobile)
##### Inherit Web layout
* Follows the Web layout and cannot be set separately.
Figure 16. Inherit Web configurationStandalone Configuration layout
- By default, the settings selected for the corresponding Web configuration items are displayed. You can further adjust them for a better mobile display.
- The configuration items and options are fewer than on Web. Configuration items that cannot be set separately on mobile use the Web configuration by default. The display effect and logic of configurable items are the same as on Web.
Figure 17. Standalone Configuration mobile layout