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VISUALIZE

VISUALIZE picks the chart and the metric it draws. Without it, the report picks a chart that fits the data: a single number, a line over time, or bars for groups.

FROM deals
SHOW won_value
GROUP BY owner
VISUALIZE won_value TYPE horizontal_bar MAX 10

Syntax

Section titled “Syntax”
VISUALIZE [<metric>] [TYPE <type>][, <metric> TYPE <type> ...] [MAX <n>]
  • The metric must be one you SHOW (or its AS name).
  • MAX sets how many items the chart shows.
  • Give two metrics different types for a combo chart:
VISUALIZE value TYPE bar, count TYPE line

When the two metrics of a combo chart have very different sizes, each gets its own panel on the same axis instead of a second scale.

Chart types

Section titled “Chart types”
Type Best for
metric, gauge One number
line, area Trends over time
bar, stacked_bar, grouped_bar, horizontal_bar, stacked_horizontal, grouped_horizontal Comparing groups
combo Bars for one metric and a line for another
breakdown_bar, donut, pie, treemap Share of a total
sunburst Two groupings as nested rings (the first inside, the second outside)
rfm_grid Contacts by RFM segment (see below)
funnel, waterfall Steps and how they add up
heatmap, calendar_heatmap Patterns across two groupings, or across days
scatter, bubble, radar Comparing several numbers per group
histogram How values are spread
table, list_by_metric, list_by_dimension Exact values
cohort_grid, retention_curve Cohort reports

In the report builder, the chart picker searches these types and recommends the ones that fit. For tables, Show all rows in the Visualization section switches between every row and only the first ones.

RFM grid

Section titled “RFM grid”

rfm_grid shows contacts by RFM segment, Shopify’s customer segments. Every contact who bought (an issued invoice or an order that wasn’t canceled) gets a score from 1 to 5 for how recently they bought, and one for how often and how much, compared with the workspace’s other buyers. The pair places them in a segment: Champions, Loyal, Active, New, Promising, Needs attention, At risk, Previously loyal, Almost lost, or Dormant. Contacts without purchases are Prospects.

FROM contacts
SHOW count
GROUP BY rfm_group
VISUALIZE count TYPE rfm_grid

The grid puts recency across and frequency + spend up; each segment shows its value and its share of buyers. rfm_group also works in WHERE, for example WHERE rfm_group IN ("At risk", "Previously loyal").

Section titled “Related pages”