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How to Create a Sunburst Chart

A step by step walkthrough for turning a spreadsheet of parent, child and value rows into a published sunburst chart in PlotSet, from shaping the sheet to exporting the finished rings.

约 9 分钟

Rings sized by value and coloured by branch, published as a live embed or exported as a static image: this guide is how to create a sunburst chart in PlotSet from your own spreadsheet. The columns below are the exact node, parent and value columns the PlotSet sunburst template expects, not a simplified stand-in for them.

Nine minutes gets you there when your rows are already three clean columns: node, parent, value. A source report that only lists department totals adds another five, since you'll need to add the missing middle level of the hierarchy yourself before anything renders correctly.

你需要的数据

One row per node, three columns: the node's own name, the name of its parent (blank for the top level), and its value. Every parent name must match another row's node name exactly.

示例 CSV
NodeParentSpend
Marketing
Paid SearchMarketing42000
Paid SocialMarketing31000
Organic ContentMarketing18000
Google AdsPaid Search27000
Bing AdsPaid Search15000
Instagram AdsPaid Social19000
Facebook AdsPaid Social12000
备注

Leave the parent column blank only for the root node or nodes. Every other row needs a parent value that matches another row's node name exactly, including case.

Leave the value blank on any node whose number should be computed from its children. PlotSet sums descendants automatically, and typing your own figure there is how rings end up not matching their children.

Node names must be unique across the whole sheet, not just within one branch. If two branches each have a leaf called "Other," rename them ("Search Other," "Social Other") or PlotSet will merge them into one segment.

Keep the value column numeric with no currency symbols or thousands separators. A stray comma or dollar sign turns the whole column to text and every arc collapses to zero.

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 Sunburst Chart template

    From the PlotSet dashboard, start a new project and choose the Sunburst Chart template. It loads with a small sample hierarchy already bound, so you can see exactly how a node, parent and value row turns into a ring before you touch your own file.

    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

    Shape your sheet into node, parent and value

    Give every row a node name, the name of the node it sits under, and a number. Top level nodes get a blank parent. If your source is a pivot table with only totals, add the missing middle rows yourself: PlotSet cannot infer a level you never wrote down.

  3. 03

    Bring your spreadsheet into PlotSet

    Use the data panel to import a CSV or .xlsx file, paste rows directly from a spreadsheet, or connect a Google Sheet if you want the rings to update later without a re-upload. PlotSet reads the first row as headers automatically.

    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

    Map the node, parent and value columns

    Confirm which column PlotSet is reading as the node, which as the parent, and which as the value. This usually maps itself correctly when your headers say what they mean, but check it by hand if your sheet carries extra columns PlotSet had to guess between.

    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

    Check that children sum to their parent

    Before you style anything, scan each branch and confirm its children add up to the number you expect for the parent, or that the parent's value cell is simply blank. A mismatch here is the single most common reason a sunburst chart looks broken once it renders.

  6. 06

    Colour by branch and label what fits

    Assign one hue per top level branch and let PlotSet shade its descendants lighter going outward, rather than colouring by depth or leaving the palette random. Turn labels on for rings with room to show them and off for the thin outer ring, where hover tooltips do the job instead.

    PlotSet 编辑器停在「Preview」标签页:画布上是做好的 Sunburst Chart,右侧的设置面板用红框标出。
    Sunburst 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。
  7. 07

    Turn on drill-down for anything past two levels

    If your hierarchy runs three or four levels deep, enable click-to-zoom so a reader can click a segment and make it the new centre. Past two levels a static sunburst is hard to read on its own; drill-down is what makes the extra depth usable.

  8. 08

    Publish, embed or export the finished rings

    Publish for a live, interactive chart with hover tooltips, drill-down and a shareable link, grab the embed code to drop it into a page, or export a PNG, SVG or PDF if you need a static image for a deck or a report.

从已加载示例数据的 Sunburst 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。

Sunburst Chart 的样式提示

Stop at three levels unless you truly need a fourth

Two or three levels is where a sunburst chart is easiest to read. A fourth level is workable with drill-down turned on; a fourth level on a static export is usually just noise.

Sort each branch's children by value

Within a single parent, order the children largest to smallest before uploading. It gives every ring the same reading direction and makes the size comparison between siblings obvious without labels.

Reserve one colour family per branch

Pick a base hue per top level node and let PlotSet's depth shading handle the rest. Mixing unrelated colours within one branch defeats the one thing colour does for this chart: letting the eye follow a branch outward.

Group small leaves into an explicit "Other"

If a branch has a dozen tiny children and three large ones, roll the tiny ones into a single "Other" node with its own row. It keeps the outer ring legible instead of scattering slivers nobody can click.

制作 Sunburst Chart 时的常见错误

Rings show a gap or an overlapping seam

This means a parent's arcs do not add up to that parent's own value, whether it was typed by hand or the children are missing a row. Sum the children yourself against the parent's number, fix the mismatched row, and leave the parent's value cell blank going forward so PlotSet computes it.

The whole chart is one flat colour, or every segment is a different one

Both come from the colour mode being set to depth or to a default palette instead of branch. Open the colour settings and switch to colour by branch, which is what keeps a parent and its descendants visually connected as you read outward.

The outer ring is a wall of unreadable slivers

This is almost always too many leaf categories on one branch, sometimes combined with a level that did not need to exist. Roll the smallest leaves into an "Other" node in your source sheet, or turn on drill-down so the reader can zoom into one branch at a time instead of seeing all of them at once.

深入了解 Sunburst Chart

不确定 Sunburst 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 Sunburst Chart

Sunburst Chart:常见问题

Three columns: a node name, its parent's name, and a value. Top level nodes leave the parent blank, and every other row's parent must match another row's node name exactly. CSV and .xlsx both work, and a pasted range from any spreadsheet tool is fine too.

现在制作你的 Sunburst Chart

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