How to Use WPS Sankey Diagram on Windows

Use WPS Sankey Diagram through 4 how-to topics, all available without membership; start from the How-to Index to add the chart, manage it, configure data, and adjust styles.

How-to Index

How-to Guide

1. Add a Sankey chart component to a dashboard

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

1. Open the dashboard interface and click "+ Add Component" in the upper-left area.
2. In the component panel, find "Sankey Diagram" under the Chart category.
3. Click "Sankey Diagram" to insert a default chart component.
4. Click the component to enter editing mode and continue with data or style settings.

Success Criteria

• Interface result: A new Sankey chart component appears in the dashboard.
• Next action available: You can open the editing panel and continue configuring the chart.

Tips While Using

• Common mistake: If the dashboard is not in an editable state, you may not be able to add a new component.
• Environment note: The current dashboard must support component editing.

2. Edit or export the chart

Entry path: Click the added chart → the "..." icon in the upper-right corner

1. Click the Sankey chart component that has already been added.
2. Click the "..." icon in the upper-right corner to open the menu.
3. Choose Configure, Copy, Copy as Image, Export as Image, or Delete as needed.
4. Return to the dashboard and review the result.

Success Criteria

• Interface result: Multiple chart actions are visible in the menu.
• Next action available: You can reconfigure the chart or output it as an image.

Tips While Using

• Common mistake: Confirm that the chart is no longer needed before choosing Delete.
• Environment note: When copying or exporting an image, wait until the chart finishes rendering.

3. Configure Sankey chart data

Entry path: Sankey chart editing panel → "Type & Data" tab

1. Open the Sankey chart editing panel and switch 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 the starting field and target field in node categories.
5. Adjust node height, sort order, and the detail fields to display based on your analysis needs.
6. Check the preview pane on the left, then click "OK" to apply the settings.

Success Criteria

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

Tips While Using

• Common mistake: If the starting field and target field are not chosen well, the flow may be hard to read.
• Environment note: The dataset needs fields that can describe flow relationships clearly.

4. Set Sankey chart styles

Entry path: Sankey chart editing panel → "Chart Style" tab

1. Open the Sankey chart editing panel and switch to the "Chart Style" tab.
2. Choose a theme color and switch between preset palettes.
3. Expand "Node Color" if needed and customize node colors.
4. In "Chart Elements," set data labels, label content, and label styles.
5. Preview the result and click "OK" to save the style settings.

Success Criteria

• Interface result: Colors and label styles change in the preview pane.
• Next action available: After saving, the dashboard shows the updated Sankey chart style.

Tips While Using

• Common mistake: Too many colors or labels can reduce readability.
• Environment note: It is helpful to align the chart style with the overall dashboard theme.