7 Replies Latest reply on Oct 14, 2013 1:15 PM by Kris Erickson

# Building an opportunity pyramid

We're often asked to create opportunity, or gift, "pyramids" that describe the number and amount of gifts we'll need to acquire to achieve a certain campaign goal. I've attached a packaged workbook comprising data representative of my problem. I'm trying to figure out how best to represent that, for each "pyramid level," we have a COUNT and SUM goal to meet. Maybe the best solution is a dashboard that shows separate graphs by count and amount? Any thoughts on the subject would be greatly appreciated.

• ###### 1. Re: Building an opportunity pyramid

A true pyramid might be difficult, although maybe with custom shapes something can happen.

About the best you can do easily would be a Funnel like chart:

I have taken a stacked bar chart, and sized and colored it to create this funnel-like view:

The secret it to take your Pyramid Level and sort it manually.  A better way would be to make the names more sortable like this:

"1 Special 1"

"2 Special 2"

...

so it becomes properly sortable.  That way your manual sorting won't get lost.  Tweaking the sizes and row width can produce a more Pyramid like structure:

• ###### 2. Re: Building an opportunity pyramid

Thanks, Kris. The real challenge, I think, is going to be to represent the goals (count and amount sum) for each pyramid level. At least while still making it comprehensible at all....

• ###### 3. Re: Building an opportunity pyramid

Hmm maybe this could be a useful view:

• ###### 4. Re: Building an opportunity pyramid

Actually we can totally do a pyramid shape.  All rungs would use a polygon, with the top rung being a triangle polygon.

This link provides much more detail on aggregating on custom polygons:

Hexbins for visualizing million+ data points

So yeah it can be done.  It's a little outside my normal usage, but I will attempt this over the weekend and see if I can get it.

• ###### 5. Re: Building an opportunity pyramid

Mark,

Watch this video training

Funnel Charts | Tableau Software

Regards,

Cristian.

• ###### 6. Re: Building an opportunity pyramid

Phew. That's pretty far outside my ability at this point, but it sure does look promising! I should've thought to search for "custom polygons" in the first place, Kris Erickson!

• ###### 7. Re: Building an opportunity pyramid

Mark, Cristian's solution is probably the easiest but the length between the categories is not going to vary.  I think there might be some way to encode 2 variables in a funnel chart.  Length of the chart could say one thing while width could say another.  Take this manual mock up below I did below ("Please excuse the crudity of this model. I didn't have time to build it to scale...")  We could say width of each segment is the number of dollars given by the people in that segment, while length of the segment is the number of givers.  Then we could clearly see there is a fundamental difference between this two funds:

I'm going to mull on this some more.  Fundamentally we are talking about a Gini Coefficient so I'm going to see if maybe there's a better solution to represent this graphically.