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How to Create a Bullet Chart

A step by step walkthrough for turning a table of KPIs, targets and thresholds into a published bullet chart scorecard in PlotSet, with target ticks and performance bands.

约 6 分钟

A column of horizontal bars, each with a target tick and shaded performance bands behind it, one per KPI: that is what you will have. It is a scorecard that shows how each measure compares with its goal and whether the result is poor, fair or good.

If your actuals and targets are already in a spreadsheet, it takes about six minutes. The one thing worth deciding up front is whether your rows share a unit, because that sets the scale mode.

你需要的数据

One row per KPI with a name, the actual value, an optional target, and up to three optional band thresholds, each the upper bound of its band.

示例 CSV
KPIActualTargetPoorSatisfactoryGood
Revenue ($K)275250150225300
Profit Margin (%)1822101624
Marketing ROI (x)3.24.023.55
备注

The band columns are upper limits measured from zero, not widths. Poor 150, Satisfactory 225 and Good 300 draw nested bands to 150, 225 and 300.

Use between one and three band columns. The darkest band sits nearest zero.

The target column is optional and draws a vertical tick across the bar.

Keep the row order the way you want it read, since rows appear top to bottom in sheet order.

操作步骤

PlotSet 中从空白模板到完成图表的具体点击路径。

  1. 01

    Open the Bullet Chart template

    From the PlotSet dashboard, start a new project and choose Bullet Chart from the Bar Charts category. It loads with a ten-KPI sample so you can see how each row becomes a bullet.

    PlotSet 的模板选择界面:左侧是图表分类列表,中间展开 Bar Charts 分类的模板网格,Bar Chart 模板卡片上显示「Select」按钮。
    每份指南都从这里开始:先选分类,再选模板,不管你要做哪种图表,用的都是同一个网格。
  2. 02

    Prepare your KPI table

    Put one KPI on each row with its actual value, then a target and band thresholds if you have them. Decide whether the rows share a unit, because that drives the scale.

  3. 03

    Upload the file, or connect it live

    Import a CSV or .xlsx file from the data panel, paste rows from a spreadsheet, or connect a Google Sheet so the scorecard updates when the sheet does. The first row is read as the headers.

    PlotSet 编辑器的数据视图:表格中 Name、Value、Region 三列填着加拿大各省的数据,旁边的「Data」面板提供 CSV 上传、「Magic Import」和 Google Sheet 同步。
    这里的数据视图取自一个条形图项目。你可以上传 CSV、用「Magic Import」从图片里提取数字,或同步 Google Sheet,每种图表类型的面板都一样。
  4. 04

    Check the column bindings

    Confirm which column is the label, the value, the target and each band range. This is usually right automatically when the headers are clear.

    PlotSet 数据面板中高亮的列绑定:「Label/time」对应 A 列,「Values」对应 B 列,「Filter/color」对应 C 列,下方是「Auto Binding」按钮。
    绑定决定哪一列作标签、哪一列提供数值、哪一列决定颜色。「Auto Binding」(自动绑定)会根据表头推测,所以要核对一遍,别想当然。
  5. 05

    Choose a scale mode

    Open the Value axis tab. Per row, the default, gives each KPI its own scale and suits mixed units. Shared uses one axis and suits rows in the same unit where comparing across them matters.

    PlotSet 编辑器停在「Preview」标签页:画布上是做好的 Bullet Chart,右侧的设置面板用红框标出。
    Bullet Chart 的「Preview」标签页。所有样式设置都在红框标出的这个面板里,每个设置各自占一个标签页:外观、标题、脚注,以及这种图表类型特有的选项。
  6. 06

    Style the measure, target and bands

    Use the Measure and Target tabs to set bar thickness and tick width, and the Color tab for the bar, target and band colours. The Bands tab can switch the background ranges off.

  7. 07

    Set the labels and spacing

    In the Labels tab choose whether values sit inside the bar, outside it or are hidden. The Rows tab sets row height and the gap between rows.

  8. 08

    Publish it or export it

    Publish for an interactive embed with tooltips, or use Export to download a PNG or SVG for a report or slide.

    PlotSet 编辑器工具栏中高亮的「Share」按钮,紧挨着「Export」按钮。
    点「Share」,完成的图表就会变成一个公开链接和一段嵌入代码。

从已加载示例数据的 Bullet Chart 模板开始,再替换成你自己的数据。

打开模板

发布、嵌入或导出

最后一段路对每种图表都一样:「Share」(分享)把图表变成一个在线的公开链接和一段嵌入代码,「Export」(导出)把它输出成静态文件。

Share:公开链接与嵌入代码

打开嵌入代码和公开链接的开关,图表就发布出去了。链接可以放心发给任何人;嵌入代码以 iframe 的形式放进任意页面,悬停提示和交互效果都会保留。之后修改了图表,点「Recreate」就能把改动同步到链接和嵌入代码两边。

PlotSet 编辑器工具栏中高亮的「Share」按钮,紧挨着「Export」按钮。
点「Share」,完成的图表就会变成一个公开链接和一段嵌入代码。
PlotSet 的「Share」对话框:用于启用嵌入代码和公开链接的开关,「Link」「Embed」「Facebook」「Reddit」「Twitter」「LinkedIn」「Email」几个按钮,以及带「Copy」按钮的图表公开链接。
打开嵌入代码和公开链接的开关,然后复制链接或取用 iframe。之后再修改图表,点「Recreate」就能把改动同步给所有已拿到链接的人。

Export:SVG、PNG 或 JPG

「Export」会按你需要的尺寸输出一份静态副本。SVG 放到多大都清晰,还能在设计工具里继续编辑;幻灯片和文档用 PNG 或 JPG 最稳妥。想让图片在高分屏上够锐利,关键就是那个倍数设置。

PlotSet 编辑器工具栏中高亮的「Export」按钮。
要做成幻灯片或报告里的静态文件,就走「Export」这条路。
PlotSet 的「Export chart」对话框:倍数选择器设为 2x,宽高输入框填的是 1000 和 600,展开的格式菜单里列出 SVG、PNG 和 JPG。
SVG 放到多大都清晰,还能在设计工具里继续编辑;做幻灯片用 PNG 或 JPG 最稳妥。导出前先设好倍数,图片在高分屏上才够锐利。

Bullet Chart 的样式提示

Pick band colours that read as a scale

Shades of one colour, darkest nearest zero, keep the bands quiet so the bar and tick stand out.

Explain the tick once

Add a footer note such as target shown as a vertical tick, so a first-time reader does not have to guess.

Order by importance

Rows read top to bottom in sheet order, so put the KPIs that matter most first.

Keep the artboard tall enough

Ten rows need height. Increase the artboard height or reduce row height before the labels start to shrink.

制作 Bullet Chart 时的常见错误

A KPI bar looks tiny

You are probably on a shared scale with mixed units. Switch Value axis to Per row.

The bands look wrong

Check that the band columns hold upper bounds, not widths, and that they increase from left to right.

No target tick appears

The target column may be unbound or blank for that row, or the Target tab has the tick switched off.

Some labels are smaller than others

Labels shrink to fit before any are dropped. Shorten the KPI names or give the chart more width.

深入了解 Bullet Chart

不确定 Bullet Chart 是否是正确选择?查看它是什么、何时使用以及何时不使用。

关于 Bullet Chart

Bullet Chart:常见问题

A name and an actual value for each KPI. A target and up to three band thresholds are optional.

现在制作你的 Bullet Chart

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