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4 Parameter Query Functions to Make your Data Visualization Interactive

 5 years ago
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In data visualization , in addition to visual presentation, there is a core element of human-computer interaction.

Sep 4 ·5min read

For high-dimensional multivariate data visualization systems, interaction is one of the essential elements. This is reflected in two aspects. First, the data overload caused by high-dimensional multivariate data makes the limited visualization space unable to present all the data, and it is also difficult to express high-dimensional complex structures. Therefore, interactive technology is needed to make up for it. Second, interaction is the communication between the operator and the operation interface, in which users can selectively obtain the information they want. It is very helpful for users to understand the data and discover patterns.

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For example, if you want to view the sales of each month, the general method is to make a report every month, and then put them together for comparison. But it is very troublesome to find and compare the data, and it is easy to make mistakes. If we use interactive visualization, we can use the filtering function to query the data at will, which is very convenient.

But how can we make visualizations interactive in charts or dashboards? At this time, we need to use the parameter query . Next, I will introduce you four basic parameter query functions and the interaction scenarios they can be applied to.

(Note: All the charts in this article were made with FineReport , and the personal download is completely free. This visualization tool itself has a lot of parameter query functions and there is no need to write code. So I used FineReport to create some charts to show you how to realize interactive visualization with parameter queries.)

1. Parameter Filtering

It is the basic function of interactive visualization, which means that different data can be filtered according to different conditions.

For example, in the inventory accounting table below, data will be checked out and displayed according to the default value of the parameters before clicking on query in this report. The default selection of the warehouse check box are Warehouse 1 and Warehouse 3 in this report. We are free to choose the time period and the warehouse to query the data we want, that is, multi-value query.

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Of course, when using parameter filtering, you can also change the table to the chart.

In the following chart, you can easily query the sales per customer, sales per employee, or sales per salesman of any branch in any month and year.

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Another example, through the interactive chart design shown below, managers can know about monthly staff changes of each branch in time. It can be seen that the application of parameter filtering in interactive visualization is very extensive.

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2. Parameter Linkage

Link two or more components to achieve automatic association between data, that is, to associate the charts.

As shown in the following figure, the chart in the upper left corner shows the number of branches in different sales regions and the profit contribution rate. With the chart linkage function, when you click on one region in the first column chart, the next three charts will display the customers’ order account, order history, and quarterly order forecast of the selected region.

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And the following is a data analysis report of top 10 salesmen.

I am sorry that the text on some reports I made is in Chinese. I will give you a brief explanation. Just look at the effect of parameter linkage.

Click on any salesperson name in the first histogram, and the order amount, the sales amount, the customers’ quality etc. will be automatically associated with the employee’s data.

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In addition, parameter linkage can also be used in various scenarios such as product analysis report, cash flow statement, etc.

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3. Drill-down Linkage

This is a common feature of dynamic charts, mainly to achieve the expansion of data in an infinite number of layers, and to query detailed data with higher dimensions.

The simple drilling function is shown in the figure below. In this map, we drill through the sales from country to province and from province to city. And we can also filter the data based on the slider on the right.

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Now we add linkage function based on the map drill-down. Just click on an area on the left and the detailed table and chart data for that area will be displayed on the right. The map directory is linked to the corresponding level.

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Drill-down linkage is also widely used in interactive visualization, which is common in tour information display, shopping mall financial analysis, etc.

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Tour Information Display

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Analysis of Comprehensive Indicators of Shopping Malls

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Analysis of the Financial Management of Stores

4. Dynamic Display of the Parameter Panel

In many cases, when we use the parameter query function, certain query conditions will only be displayed if certain requirements are met. For example, in the following report, when you select “by the day” in this report, it will display “Start date” and “End date”. If you select “by the month”, it will hide date control and display “year” and “month”. If you select “by the year”, it will only show “year”.

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Well, through this article, have you learned some techniques for interactive visualization ? Remember, it’s important to make your table or chart dynamic and to create relationships between different charts.

You might also be interested in…

A Step-by-Step Guide to Making Sales Dashboards

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