Introduction: Cycle Plot

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Discover your seasonal patterns with the Cycle Plot

Introduction

Time series data are great to clarify the changes over time in measures, and the line chart is the favourite chart for this type of data. But displaying results with a normal line chart can also obscure important patterns, especially if the measure contains some form of seasonality. The cycle plot (first introduced by Cleveland, Dunn, and Terpenning in 1978) is a type of line chart specifically developed to show seasonal time series.

The cycle plot helps you to visualise trends within your seasonal data. It has the strengths of common line charts, without obscuring important cyclical patterns. The cycle plot offers a great deal of flexibility in the choice of your variables: think of months vs. year, hours vs. day or months vs. presidential period.

Let’s illustrate this with an example. Say we are looking at temperatures in a certain city over a few years. We expect that Winters are colder than Summers. Plotting this with a line chart will yield a line with a cyclical pattern: low values in Winter, high values in Summer. However, it’s hard to tell if temperatures in January are increasing or decreasing over the years. With the cycle plot, a subplot can be created for each month, showing the change in temperatures over time for that month. All the subplots together still show the seasonal pattern as well, as seen in the image above.

Key features of the Cycle Plot are:

  • Show central line: Add a median or average line per subplot, to provide more context to your chart.
  • Format the objects: Your measurements and central lines can be formatted independently, and supports the theme settings;
  • The Axis formatting options are in line with the options you know from the Power BI Line Chart, so no need to learn a new interface;
  • Selection & Highlighting: Like in standard Power BI Charts you can make use of the Selection & Highlighting functions within the Cycle Plot;
  • Context menu: Like in standard Power BI Charts you have access to the context menu to (amongst others) Drill down and Include/Exclude data points;
  • Full tooltip support: Besides the default Tooltip behaviour (show the value of the element you hover) you can also add additional fields to the tooltip.
  • Full Bookmark support: like any of the standard visuals the Cycle Plot supports Bookmarks.

How to use: the Fields pane

To use the Cycle Plot, you need to have a dataset with at least three fields: a numeric field and two sequential data fields. Sequential data can relate to date / time series, but also to fields like “before, during, after”. The available buckets are:

  • Axis: Add your first sequential data field here. Usually, this is the field spanning the longest time period.
  • Cycle: The other sequential data field goes here.
  • Values: This field contains your measurements.
  • Axis sort order: You can add a field to this bucket on which the Axis values will be sorted. This can be useful in case your axis contains words or names that shouldn’t be sorted alphabetically. Think of month or day names. This field can be left empty when the sort order is already correct.
  • Cycle sort order: This field is used in the same way as the Axis sort order, but instead it will sort the field in the Cycle bucket. This field can be left empty when the sort order is already correct.
  • Tooltips: Fields added here will shown in the tooltip when the user hovers a specific data point.

How to use: the Format pane

The Cycle Plot comes with many of the standard Power BI formatting options. Titles, axis labels, line and markers appearance, etc.: it’s all there.

This section focusses on the features that deserve a bit more attention, sorted per card:

The License card

License Name: Add your License Name here
License Key: Add your license code here.
Show info icon: toggle this option off to hide the info icon in the top right of your visual. This toggle only appears when the license information is correct.

The X-axis card

Within the X-axis card, you will find all options needed to format the axes of the subplots. For options regarding the cycle labels, position, etc., please refer to the Cycle Axis card.

Show only axis values present in all cycles: When your data is missing for the first months of the year, the cycles span different periods of time. To prevent confusion, you can use this toggle to make all cycles the same length by only showing axis values that are present in all cycles.

The Cycle Axis card

Show cycle labels: This toggles the Cycle labels on/off
Inner padding: The inner padding determines the amount of whitespace between two cycles
Axis position: Switch between cycle labels above or below the chart using this option
Show central line: This toggles the central line on/off
Central line type: Here you can select whether the central line is an average or median

The Shapes card

The line thickness and line style can be changed here. This option changes both the value line and the central line.

When “Show marker” is toggled on, then also the options appear to format the Markers.

The Data colors card

Here, you can change the colors of the Values line and Central line. The values line initially is the first theme color, while the central line default color is the Secondary background elements color (this color is also used for gridlines).

For any questions or remarks about this Custom Visual, please contact us by email at Nova Silva Support or visit the community forum.

Next Tutorial: how to use the Cycle Plot for Power BI
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