How to Use WPS Sankey Diagram on Windows

Use WPS Sankey Diagram through 4 how-to topics that cover adding the component, editing or exporting it, configuring data, and adjusting styles; 4 topics are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Add a Sankey Diagram component to a dashboard

Entry path: Dashboard interface → + Add Component → Chart → Sankey Diagram

1. Open the dashboard interface.
2. Click + Add Component in the upper-left area.
3. In the component panel, find Sankey Diagram under the Chart category.
4. Click the Sankey Diagram icon to generate a default chart component.
5. Select the component to enter edit mode and continue with data setup.

Success Criteria

• Interface result: A new Sankey Diagram component appears in the dashboard.
• Next action available: You can open the edit panel and continue configuring data and styles.

Tips While Using

• Common mistake: If you do not look under the Chart category, you may miss the Sankey Diagram entry.
• Environment note: You need to be in a dashboard that supports editing.

2. Edit or export a Sankey Diagram

Entry path: Select the added chart → top-right three-dot menu

1. In the dashboard, select the Sankey Diagram that has already been added.
2. Click the three-dot menu in the top-right corner of the chart.
3. Select Configure to update chart data or styles.
4. As needed, choose Copy, Copy as Image, Export as Image, or Delete.

Success Criteria

• Interface result: The top-right menu opens and shows the available actions.
• Next action available: You can copy, export, or reconfigure the chart.

Tips While Using

• Common mistake: If the chart is not selected first, the related menu may not be easy to access.
• Environment note: For image export or copy-as-image actions, wait until the chart finishes rendering.

3. Configure Sankey Diagram data

Entry path: Sankey Diagram edit panel → Type & Data tab

1. Open the Sankey Diagram edit panel and go to the Type & Data tab.
2. Select the data source you want to use.
3. Click Data Filter to set the data range.
4. Set node categories by choosing the source field and target field.
5. Set node height by counting total records or a specified field.
6. Choose the sorting method as Default or Custom Drag.
7. Adjust the fields shown in detail data to hide or display items as needed.
8. Review the result in the preview pane and click OK to apply the settings.

Success Criteria

• Interface result: The preview pane shows the updated Sankey Diagram.
• Next action available: After you click OK, the dashboard chart displays the new data rules.

Tips While Using

• Common mistake: If the source field and target field are not chosen appropriately, the flow relationship may be hard to read.
• Environment note: The data source should contain fields that can represent flow relationships.

4. Set Sankey Diagram styles

Entry path: Sankey Diagram edit panel → Chart Style tab

1. Open the Sankey Diagram edit panel and go to the Chart Style tab.
2. Choose a preset color scheme under Theme Color.
3. Expand Node Color to customize node colors.
4. Expand Chart Elements to set data labels, label content, and label styles.
5. Check the display result in the preview pane.
6. Click OK to save the style settings.

Success Criteria

• Interface result: Chart colors, labels, and visual elements update based on your settings.
• Next action available: You can return to the dashboard to review, export, or edit the chart again.

Tips While Using

• Common mistake: Too many colors or dense labels can reduce readability.
• Environment note: Adjust styles together with component size so the chart does not look crowded.