How to Create a Sankey Chart | Tutorial

September 19, 2024
A Sankey chart is a powerful tool for visualizing the flow of data between different points. By using nodes and links, it makes it easy to see how resources, energy, or information moves through a system. This guide will show you what a Sankey chart is, its key components, and step-by-step instructions on how to create and customize one for your specific needs.
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A Sankey chart is a powerful tool for visualizing the flow of data between different points. By using nodes and links, it makes it easy to see how resources, energy, or information moves through a system. This guide will show you what a Sankey chart is, its key components, and step-by-step instructions on how to create and customize one for your specific needs.

Key Takeaways

  • Sankey charts visualize data flow between nodes, using link width to represent flow volume, making complex data relationships easier to understand.
  • Key components of a Sankey chart include nodes (data points), links (connections), and drop-offs (losses), each playing a crucial role in data presentation and analysis.
  • Tools like Excel and Explo allow easy creation and customization of Sankey charts, making them accessible for data visualization without advanced skills.

Understanding Sankey Charts

Sankey diagrams are a unique type of data visualization that illustrates the flow of data between different points, known as nodes, with the width of the connecting lines, or links, representing the volume of flow. These charts are particularly effective for depicting complex systems and uncovering hidden patterns within data. Whether you are tracking energy usage across different sectors, visualizing financial transactions, or managing a supply chain, Sankey diagrams help to simplify and communicate intricate data relationships.

The origins of Sankey charts trace back to Captain Sankey, who developed this method to display the efficiency of steam engines. Today, these diagrams are celebrated for their striking visual appeal and ability to make complex data more accessible.

Sankey diagrams clearly and concisely illustrate the movement of data between categories, making it easier to visualize and understand the flow of resources, energy, and finances. This makes them indispensable tools in various fields such as energy management, finance, and logistics.

Components of a Sankey Chart

Sankey Chart Example

A Sankey chart is composed of several key elements that work together to create an effective flow diagram. At its core, it features nodes and links, which represent the entities and the relationships between them, respectively. This structure allows for the illustration of many-to-many relationships or multiple pathways through different stages, making it an excellent tool for exploring complex data sets.

Grasping the individual components is key to both creating and interpreting Sankey diagrams. Nodes act as the points where data originates or ends, while links serve as the connections that illustrate how data moves between these points. Additionally, drop-offs highlight where data flow fails to reach its target, indicating potential losses or inefficiencies.

Each of these components plays a vital role in crafting a comprehensive and insightful Sankey chart.

Nodes

In Sankey charts, nodes are the pivotal elements that represent the various entities involved in the data flow. Each node can either be a source node, where the data originates, or a target node, where the data is transferred to. The size of these nodes is proportional to the value of the data they represent, making it easy to see at a glance which categories are most significant.

Clear labeling of nodes helps identify what each node represents within the diagram. In more complex, multi-level Sankey diagrams, nodes are arranged in interconnected layers to display intricate relationships and flows across different stages. This hierarchical structure is crucial for understanding the detailed pathways and connections within the data.

Links

Links connect the nodes and visually represent the flow of data between them. The width of a link is directly proportional to the volume of data flow it represents, providing a clear, visual indication of the strength or volume of each connection. This makes it easy to identify which pathways are the most significant and where the bulk of the data is moving.

Users can trace the journey of data through different stages or categories by following the links from one node to another. This visual representation is particularly useful for identifying bottlenecks, inefficiencies, or areas of high activity within a system.

Whether you’re analyzing energy distribution, financial transactions, or supply chain logistics, the links in a Sankey chart offer a powerful way to visualize and understand complex data flows.

Drop-offs

Drop-offs in Sankey charts are an important feature that highlight where data flow is lost or fails to reach its intended target. These drop-offs can signify inefficiencies or losses within a system, providing valuable insights into areas that may need improvement.

Identifying and analyzing these drop-offs provides a fuller understanding of data flow, enabling informed decisions to optimize processes and reduce losses.

Creating a Simple Sankey Chart

Sankey Chart Example in Explo

With tools like Excel and Explo, it’s surprisingly straightforward. Begin by preparing your data in a format that resembles a flow, with clear source and target nodes. Using Explo low-code builder, you can create a Sankey diagram with just a few clicks, with minimal SQL knowledge. Explo offers templates and customization options to make your chart both informative and visually appealing.

Once your basic chart is created, you can enhance its clarity and impact by customizing colors, adding labels, and adjusting the layout. Customizing these elements helps to highlight key data points and make the chart easier to understand at a glance.

Whether you’re presenting to stakeholders or analyzing data internally, a well-crafted Sankey chart can provide valuable insights and facilitate better decision-making.

Customizing Your Sankey Chart

Customization is a crucial step in creating an effective Sankey chart. Adjusting elements such as node positions, colors, and labels can significantly enhance the clarity, readability, and overall visual appeal of your chart.

This section will cover the main customization options available to help you tailor your Sankey diagram to your specific needs and ensure that it effectively communicates your data.

Controlling Colors

Using custom colors in your Sankey chart can greatly enhance its readability and visual impact. Custom color palettes allow you to assign specific colors to nodes and links, making it easier to distinguish between different data categories.

Contrasting colors can also improve the overall aesthetic of the chart and help highlight key data points.

Label Customization

Labels are essential for identifying the nodes and links in a Sankey chart. Customizing these labels by adjusting font style, size, and placement can significantly improve the clarity and understanding of the data.

Effective label customization ensures that your audience can easily interpret the information presented, enhancing the overall utility of the Sankey diagram.

Advanced Features in Sankey Charts

For those looking to delve deeper into data visualization, Sankey charts offer several advanced features. Increasing the number of sankey.iterations can enhance the rendering of complex data sets, though it may result in longer processing times.

Multilevel Connections

Multilevel connections in Sankey diagrams allow for the depiction of complex data flows across multiple stages. Visualizing data that moves through two or more categories provides a detailed view of how different stages are interconnected.

This is particularly useful in scenarios where data flows are not linear but involve multiple pathways and interactions.

Interactive Elements

Interactive elements in Sankey charts enhance user engagement and provide deeper insights into the data. Features such as tooltips and hover effects allow users to explore data relationships dynamically, revealing additional context and details about nodes and links.

These interactive features make the visualization more user-friendly and informative, facilitating better data exploration and analysis through a user friendly interface.

Best Practices for Using Sankey Charts

To make the most of Sankey charts, it’s essential to follow best practices in data visualization. Here are some key points to consider:

  1. Select data that naturally reflects flow-like attributes to create meaningful and accurate visualizations.
  2. Provide proper context, such as clear titles and labels, which is crucial for understanding the purpose and content of the chart.
  3. Maintain a clear hierarchy and avoid clutter by limiting the number of nodes to ensure the chart remains readable and effective.

By adhering to these best practices, you can create effective and informative Sankey charts.

In various applications, Sankey diagrams can highlight energy losses and efficiencies, visualize financial transactions, and track product flows in supply chain management. Using a limited color palette and consistent naming conventions further enhances the clarity and accuracy of these charts.

By adhering to these best practices, you can create Sankey diagrams that effectively communicate complex data relationships and drive better decision-making.

Real-World Examples of Sankey Charts

Sankey diagrams are not just theoretical tools; they have practical applications in various fields. These charts assist in comprehending complex relationships within data, making them invaluable for presentations and decision-making processes.

The following examples demonstrate how Sankey diagrams can be used to visualize data flows in energy management, finance, and supply chain logistics.

Energy Flow Analysis

In energy management, Sankey diagrams are used to visualize the flow of energy from sources to consumption. These diagrams effectively display the distribution of energy sources, identify losses during transmission, and represent final energy consumption across various sectors.

Highlighting inefficiencies and providing a clear overview of energy allocation, Sankey charts assist stakeholders in making informed decisions about energy policies and practices.

Financial Flows Visualization

Sankey diagrams are equally valuable in the financial sector, where they visualize the flow of funds between various sources and recipients. By mapping financial transactions, these charts provide a clear picture of cash flow, helping analysts track and analyze the movement of money.

For example, an online store can use Sankey charts to track the flow of orders, losses of packages, and sales by brand. This detailed visualization aids in financial decision-making and resource allocation, making it easier to identify trends and areas for improvement.

Supply Chain Management

In supply chain management, Sankey diagrams offer a powerful way to track the movement of products from dispatch to delivery. By segmenting data by country, these charts provide a clear understanding of distribution patterns and product flow. This visibility is crucial for optimizing supply chain efficiency and identifying potential bottlenecks or inefficiencies.

Sankey charts enhance the overall management of supply chains, ensuring that products are delivered efficiently and cost-effectively.

Summary

Sankey diagrams are a powerful tool for visualizing complex data flows, making intricate relationships more understandable and actionable. By breaking down data into nodes, links, and drop-offs, these charts provide a clear visual representation of how resources, energy, and finances move within a system. Whether you’re analyzing energy consumption, financial transactions, or supply chain logistics, Sankey charts offer a valuable way to gain insights and make informed decisions. Embrace these visualizations to transform your data analysis and storytelling, and unlock the potential hidden within your data.

Frequently Asked Questions

What is a Sankey diagram?

A Sankey diagram effectively visualizes data flow between nodes, where the width of the links indicates the volume of flow. This makes it a powerful tool for understanding complex relationships in data.

What are the main components of a Sankey chart?

The main components of a Sankey chart are nodes, which represent entities; links, which show the flow between these nodes; and drop-offs, which indicate data losses. These elements work together to visually represent the movement and relationships of data.

Why are Sankey diagrams useful for data visualization?

Sankey diagrams are effective for data visualization as they simplify complex relationships and visually represent the flow of data between categories. This clarity helps in quickly understanding data dynamics and trends.

What are some real-world applications of Sankey charts?

Sankey charts are effectively utilized in energy flow analysis, financial transaction visualization, and supply chain management, allowing for clearer insights into complex data flows. These applications enhance the understanding of resource allocation and movement in various sectors.

Andrew Chen
Founder of Explo

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