Part-to-Whole

    Every part-to-whole chart, done honestly

    Pie and donut, rose, radial bar, waffle, pictogram, funnel and Marimekko over the same fields, switched with tabs, and the comparison that says what changed.

    Read the documentationComing soon to Microsoft Marketplace
    Datasheet
    Status
    Coming soon to Microsoft Marketplace
    Price
    $4.49 /user/mo · $45 /user/yr
    Licensing
    Per user, assigned in the Microsoft 365 admin center, with a 30-day free trial. Unlicensed viewers see the free tier, never a blocked visual.
    Data
    Computed inside Power BI. No external calls, no API keys, no telemetry.
    Visuals API
    5.11.0
    Views
    Pie & Donut, Rose, Radial Bar, Waffle, Pictogram (isotype, icon array, parliament, card), Funnel & Pyramid, Marimekko and cost curve
    Accessibility
    One tab stop with arrow-key navigation, screen-reader live region, accessible data table, high contrast with fill patterns, focus outline, minimum text size and Reduce motion
    Languages
    20: English, Czech, Danish, Dutch, French, German, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Slovak, Spanish, Swedish, Turkish, Chinese (Simplified), Chinese (Traditional)
    Data volume
    30,000 categories per window, up to 150,000 rows with a Segment; up to 60 segments
    Statistics
    Computed inside the visual, golden-tested against scipy, statsmodels and numpy
    Network
    No external calls, no telemetry
    Works in
    Power BI Desktop, Service, Embedded
    Dark mosaic of a donut, radial bars and a waffle of revenue by plant, with share shift against last year and targets in every view
    Pl. XLIX  ·  Part-to-Whole  ·  A mosaic of donut, radial bar and waffle over the same fields, with one caption and last year's comparison in every view (premium).rendered from the shipped visual
    What it does

    SmartVisuals Part-to-Whole draws the seven charts people reach for when the question is "how is the whole divided?", from one set of fields. Bind a category and a measure and you get a sorted donut with a labelled Other and percentages that add up to 100 %; a click on the tab bar turns the same data into a rose, radial bars, a waffle, a pictogram or parliament, a funnel or a Marimekko.

    The views share one engine, so the honest defaults, Top N + Other, labels, colours, the smart caption, the data table and the keyboard model are the same in each. Premium (Compare) adds how the mix moved against last period or plan, whether the move is real, where you will land, and a mosaic of two to four views side by side. The single views, SmartVisuals Pie & Donut, Rose, Funnel & Pyramid, Marimekko, Waffle & Pictogram and Radial Bar, are separate offers built on the same engine.

    Free and premium

    Where the line is, exactly.

    Report authors see the full premium set in edit mode, so you can evaluate every feature on your own data before assigning a single licence. Unlicensed viewers always get a working chart.

    Free tierevery viewer
    • Seven views, one set of fieldsPie & Donut, Rose, Radial Bar, Waffle, Pictogram, Funnel & Pyramid and Marimekko, switched with tabs in the visual or with View > Chart in the format pane.
    • Honest defaultsSorted from 12 o'clock, the long tail in a labelled Other with its members on hover, labels rounded by largest remainder so they add up to 100 %, rose petals sized by area, negatives and blanks counted in the footnote.
    • Pie and donutSemicircle, 270 degrees or a custom arc, gaps, rounded corners, the selected slice pulled out, nested rings, bar of pie, spotlight, centre total, and small multiples (free in this view).
    • Rose and radial barRose by area, by radius or aster, stacked petals, month, weekday, hour and compass order, a radial axis; radial bars on a shared maximum, progress rings to each target, met or missed by colour and symbol, status bands (targets free in this view).
    • Waffle and pictogramPercent and unit grids, built-in icons or your own SVG path, isotype rows, icon arrays, a parliament with a majority line, an infographic card and a target (free in these views).
    • Funnel and MarimekkoA Stage order field, % of first and of previous stage, drop and lost, conversion pills, leak ribbons, stacked segments and pyramids; Marimekko as 100 % or actual values, a Width measure, horizontal or vertical, Top N + Other per column and a cost curve.
    • Smart caption, footnote and data tableA one-sentence caption ("Chicago is the largest share at 30 %. The top three make up 53 %."), a methods footnote and an accessible data table one button away.
    • Power BI featuresTooltips and report page tooltips, highlight and cross-filter with Ctrl to add, bookmarks, context menu, drilldown, conditional formatting (fx), colour rules by value, share or rank, a show condition and a centre value measure.
    • Templates, themes and on-object formattingSix templates (Executive, IBCS (Finance), Minimal, Presentation, Print, Infographic), four themes, four fonts, format on the canvas, and a responsive layout that drops whole labels instead of overlapping them.
    • AccessibilityOne keyboard tab stop with arrow keys, a screen-reader live region, high contrast with fill patterns, focus outline, minimum text size and Reduce motion, in 20 languages.
    Premium$4.49 /user/mo · first month free
    • Compare in every viewLast period or plan as a ring, an outline, a ghost arc or gained and lost cells, with the share shift in points over each period's own total.
    • The mix review (pie and donut)A share bridge of the points won and lost, volume vs mix vs price, targets per slice, a test of the change in mix, HHI and top-3 change, and play over periods.
    • Where will we land? (radial bar and rose)Pace and projected landing, the run rate each ring needs, last period's ghost arc; past seasons as fading outlines and seasonality findings in the rose.
    • Pipeline, market map and survey analysisFunnel conversion vs last period or plan with a z-test per step, expected value, coverage and what-if; Marimekko share shift, segment CAGR, relative market share and the cost-curve demand line; survey margins of error, wave tests, seat change and a coalition builder.
    • MosaicTwo to four views side by side over the same fields, with one caption and one legend.
    • Findings and small multiplesUp to five findings with how each was calculated, and small multiples in every view (they are free in the pie view).
    Getting started

    From empty canvas to first chart.

    1. 01

      Add SmartVisuals Part-to-Whole to the page and put a field such as Plant in Category.

    2. 02

      Add a measure such as Revenue to Values: the donut opens sorted, with Other and labels that add up to 100 %.

    3. 03

      Switch views with the tab bar or Format pane > View > Chart. The funnel follows Stage order, the Marimekko needs a Segment field.

    4. 04

      Add last year's measure or the plan to Compare, and a goal to Target, to see how the mix moved and where each part stands.

    5. 05

      Pick a style under Templates (Executive, IBCS (Finance), Minimal, Presentation, Print, Infographic); every setting stays editable.

    Get Part-to-Whole

    On its way.

    Installation instructions for both paths are on the download page.

    Microsoft Marketplace (recommended)

    The offer is prepared for Microsoft Marketplace and not published yet. This page will link to the listing the moment it is live.

    Coming soon
    Documentation

    Everything else about Part-to-Whole.

    The guide, use cases, questions and the full settings reference. Open what you need, or search.

    Search all visuals

    Part-to-Whole in Power BI, explained

    6 short chapters: what the visual does and why

    How do I show pie, rose, radial bar, waffle, pictogram, funnel and Marimekko from one set of fields?

    Bind the fields once: the parts in Category (plants, products, stages, months) and a measure in Values. Optional fields add layers: Segment (an outer ring, stacked petals or stages, Marimekko players, waffle colours), Target, Compare (last year or plan), Width (Marimekko column widths), Stage order, Icon, Small multiples and Tooltips. The tab bar at the top of the visual switches between Pie & Donut, Rose, Radial Bar, Waffle, Pictogram, Funnel & Pyramid and Marimekko; Format pane > View > Chart sets the view the report opens with, and Show View Tabs hides the bar when you want a fixed chart.

    One engine draws every view, so sorting and Other, data labels, the legend, colour rules, the smart caption, the methods footnote, the data table, tooltips, selection and the keyboard model behave the same whichever tab is open. When a field a view needs is missing, the visual opens on its setup guide: a miniature of the chart, what to drop where, which wells are still empty and a Load a template button in edit mode.

    What does "done honestly" mean for a part-to-whole chart?

    Five defaults that a reader never has to ask for. Slices are sorted largest first from 12 o'clock. The long tail goes into a labelled Other (Sorting and Other > Show at Most and Group Items Below (%)), and Other lists its members on hover and in the data table. Percentages are rounded by largest remainder, so the labels add up to exactly 100 %. Rose petals are sized by area, so a petal twice the value has twice the area. Negative and blank values are left out of the shares and counted in the footnote, never silently dropped.

    Labels that do not fit are dropped whole instead of cut or overlapped, and the layout responds to the tile size: under 160 × 90 px only the chart, under 320 × 160 no caption, footnote, findings or legend, under 480 px wide the legend moves to the bottom. A tilted 3D pie misstates shares, so there is none; Depth Style (no tilt) gives the pie and the radial bar a straight-on raised look with true angles and lengths.

    How do I compare this period's mix with last year or plan?

    Put last year's measure, or the plan, in Compare. Every view then shows how the mix moved: the pie draws last period's ring and labels each slice with its share shift in percentage points, the rose draws last period's outline on every petal, the radial bar draws a ghost arc, the waffle marks the cells gained and lost, the funnel compares each step's conversion in points and the Marimekko outlines the prior shares. Shares are always taken over each period's own total, and the footnote says so.

    The views add their own analysis on top: a volume vs mix vs price split and a share bridge in the pie, a test of the change in mix when the values are counts, HHI and top-3 concentration, pace and projected landing in the radial bar, survey margins and seat change in the waffle and pictogram, expected value and what-if in the funnel, segment CAGR and relative market share in the Marimekko, and up to five findings with how each was calculated. Every statistic is golden-tested against scipy, statsmodels and numpy.

    What is the mosaic?

    View > Mosaic (2-4 Views Side by Side) puts two to four views of the same fields next to each other, with one smart caption and one legend: a donut, a radial bar and a waffle of revenue by plant, for example, each with last year's comparison and the targets. Mosaic View 1 to Mosaic View 4 pick the views. The mosaic is a premium feature; while it is on, it replaces the tab bar.

    What do readers without a licence see?

    The free chart, never a blocked visual and never a watermark. Premium previews in full in Power BI Desktop and in edit mode. In reading view, a reader without a licence sees the same report with the premium layers set aside in memory, and Power BI shows its own licence banner once; every free number stays exactly as it was. Defaults are free-only, so an unconfigured visual never shows a banner.

    A reader's click on a tab never turns a free report premium: the licence check follows the view the author saved. If another view would draw premium features with these fields, its tab carries a small Pro dot and the reader sees that view's free chart.

    Should I buy the multi-view or a single view?

    SmartVisuals Part-to-Whole holds all seven views for $4.49 per user per month or $45 per user per year. The single views, SmartVisuals Pie & Donut, Rose, Funnel & Pyramid, Marimekko, Waffle & Pictogram and Radial Bar, use the same engine, free tier and premium layer for their chart type at $1.99 per user per month or $19 per user per year each. Microsoft licenses every offer separately, so a licence for one never unlocks another.

    For one or two chart types the single views cost less ($1.99 or $3.98). For three or more ($5.97 as single views), or to switch views over one set of fields, the multi-view does. Every offer starts with the first month free.

    Use cases

    Where Part-to-Whole earns its place

    Revenue mix by plant, three ways on one tile

    Helios puts Plant in Category, Revenue in Values, Revenue LY in Compare and the budget in Target, then turns on View > Mosaic (2-4 Views Side by Side) with Pie & Donut, Radial Bar and Waffle. The donut shows each plant's share shift in points, the rings show each plant's % of budget and the waffle marks the cells gained and lost, under one caption: "Chicago is the largest share at 30 %. The top three make up 53 %. Biggest move: Hamburg -4.0 pp vs Revenue LY."

    One report page, one visual, seven readings

    The controlling team binds the fields once and lets the tab bar do the rest: Pie & Donut for revenue by plant, Rose for orders by month (kept in calendar order), Funnel & Pyramid for the pipeline with Stage order bound, Marimekko with Player in Segment for the market map. Readers switch tabs in reading view; the view the author saved decides whether a licence is needed, and a tab that would draw premium features shows a small Pro dot.

    A works council with its majority

    HR puts List in Category and Seats in Values on the Pictogram tab and sets Pictogram > Layout to Parliament (hemicycle) with Majority set to Simple majority. The 49 seats sit on a hemicycle with the majority line at 25; with the previous council in Compare and Coalition Builder > Show Coalitions on (premium), the seat change per list and the minimal winning coalitions are listed beside it.

    Plant revenue to target, with pace

    Plant in Category, Revenue YTD in Values, Revenue Target in Target and Year Elapsed in Period elapsed, on the Radial Bar tab. Every ring runs to its own target, which is free in this view; with a licence each ring also gets a tick where it should be by now, a dashed projected landing and, with Pace > Required Run Rate, the monthly run rate it needs from here.

    Questions

    12 questions asked before you did

    More questions? Write to us.

    All seven views are free, with the honest defaults, Top N + Other, labels, legends, colour rules, the smart caption, the data table, templates, themes and every accessibility feature; small multiples are free in the pie view, and targets in the radial bar, waffle and pictogram views. Premium (Compare) adds the comparison with last period or plan in every view, the share bridge, volume vs mix vs price, significance tests, pace and landing, past seasons, expected value and what-if, the Marimekko analysis, survey margins, coalitions, findings, small multiples in every view and the mosaic, for $4.49 per user per month or $45 per user per year, with the first month free. Premium previews in full in Power BI Desktop and edit mode; readers without a licence see the free chart, with no watermark and nothing blocked.

    SmartVisuals Part-to-Whole has been submitted to Microsoft Marketplace and is not published yet. This page will link to the listing once it is live.

    Pie & Donut, Rose, Radial Bar, Waffle, Pictogram (isotype rows, icon array, parliament, infographic card), Funnel & Pyramid and Marimekko (with a cost curve). Click a tab in the visual or set Format pane > View > Chart; View > Show View Tabs hides the bar.

    The single views (SmartVisuals Pie & Donut, Rose, Funnel & Pyramid, Marimekko, Waffle & Pictogram and Radial Bar) use the same engine, free tier and premium layer for their chart type at $1.99 each. Microsoft licenses every offer separately, so a licence for one never unlocks another. For one or two chart types the single views cost less; for three or more, or to switch views over one set of fields, the multi-view at $4.49 does.

    Category and one measure in Values. Optional: Segment, Compare, Target, Width, Angle (aster), Stage order, Win probability, Units and Compare units, Sample size and Effective base, Period elapsed and Plan to date, Icon, Annotation, Play axis, Seasons, Small multiples, Tooltips, Centre value, Loss reason and Show condition. Each view uses the fields that apply to it.

    Labels are rounded by largest remainder: every share is rounded down, and the missing points go to the shares with the largest remainders. Labels never total 99 % or 101 %, and the footnote says how they were rounded.

    Items beyond Sorting and Other > Show at Most (6 by default) or below Group Items Below (%) (3 % by default). Other names how many items it holds, lists them on hover and in the data table, and is never the "biggest mover" in the caption. Months, weekdays, hours and compass points in the rose are never folded into Other.

    No. The visual declares no network privileges, makes no external calls and sends no telemetry. Every share, test and projection is computed inside the visual in your report. The licence is checked through Power BI's own licensing service.

    Every number is golden-tested against independent references in scipy, statsmodels and numpy: chi-square on the change in mix, two-proportion z-tests, HHI, CAGR, margins of error with design weights, pace and landing, volume and mix, and largest-remainder rounding. Amounts such as revenue are never tested as counts; the result reads "not tested: values are not counts".

    Yes. The chart is one tab stop: the arrow keys walk the parts, Home and End jump to the first and last, Enter or Space selects (Ctrl adds), and Escape clears. A polite live region reads each part, such as "Chicago: $11.9M, 30 %", the chart is labelled with its smart caption, and the Table button opens an accessible data table. The view tabs are buttons you reach with Tab.

    20: English, Czech, Danish, Dutch, French, German, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Slovak, Spanish, Swedish, Turkish and Chinese (Simplified and Traditional), for the format pane and every string the visual writes. Numbers follow the report's locale.

    Post it on the public board at smartvisuals.io/feedback, where other users can vote and comment, or use the Report a bug block on the support page (smartvisuals.io/support) or email hello@smartvisuals.io. A screenshot, the view and the fields you bound help most.

    Troubleshooting

    When it does not look right

    Found a bug or missing something? Post it on the requests board; the developer answers within two business days.

    The visual shows a setup guide instead of a chart.
    A field the view needs is missing: the guide lists which wells are still empty. Every view needs Category and a measure in Values ("Add a measure to Values"); the Marimekko also needs a Segment field. In edit mode Load a template starts from a styled setup.
    A tab shows a small dot.
    That view would draw premium features with the current fields and settings, and there is no licence. A reader who opens the tab sees that view's free chart, never a banner. Assign a licence in the Microsoft 365 admin center to show the premium layer there.
    A slice, petal or ring is missing.
    Negative and blank values cannot be part of a whole: they are left out of the shares and the footnote counts them ("2 negative or blank values left out of the shares."). If every value is zero, blank or negative the visual says "Nothing to divide". The item may also be inside Other, which lists its members on hover.
    Significance says "not tested: values are not counts".
    The chi-square and z-tests are for counts (orders, people, opportunities); amounts such as revenue are never tested as counts. Bind a count measure, or set Significance > Values Are > Counts when the values really are counts.
    Only one small-multiple panel appears for some readers.
    Small multiples are premium in every view except Pie & Donut. A reader without a licence sees the first panel, with its name, and Power BI shows its own licence banner once. Assign the licence, or show the panels in the Pie & Donut view, where they are free.
    The visual says "Nothing to show for this selection."
    A measure in Show condition returns 0, FALSE or blank for every part, so the chart is hidden on purpose. Change the measure, or write your own text in Show Condition > Message When Hidden.
    Labels drop out on a small tile.
    The layout drops whole labels instead of overlapping them: under 320 × 160 px there is no caption, footnote, findings or legend, and under 480 px wide the legend moves to the bottom. Enlarge the visual, lower Data Labels > Hide Labels Below (%), or keep percentages only.
    Further reading

    Accessibility

    Keyboard, screen readers and high contrast
    Tab
    Moves into the chart, which is one tab stop; the first part gets a focus outline. The Table button, and the sort and play buttons when they are shown, are separate tab stops.
    Arrow keys
    Move to the next or previous part.
    Home / End
    Jump to the first or the last part.
    Page Up / Page Down
    Jump ten parts back or forward.
    Enter or Space
    Selects the focused part and cross-filters the page. Hold Ctrl to add it to the selection.
    Esc
    Clears the selection.
    Tab (view tabs)
    The view tabs above the chart are buttons with tab semantics: Tab reaches them, and Enter or Space switches the view. View > Show View Tabs hides them.

    • Screen readers

      The chart is labelled with its smart caption, a sentence that says what it shows. A polite live region announces the focused part as you move, with its name, value and share, such as "Chicago: $11.9M, 30 %". The same model works in every view: slices, petals, rings, cells, icons, stages and Marimekko cells.

    • Data table

      The Table button in the corner of the visual (Data Table > Table Button in the Visual, on by default) switches between the chart and an accessible table of every part with its value and share; Data Table > Open as Table starts in the table.

    • Not colour alone

      Format pane > Accessibility > Patterns (Tell Items Apart Without Colour) gives every item a fill pattern. Status against a target carries a check mark, an approximate sign or a cross, comparison labels carry the sign of the change, and the waffle's gained and lost cells and the funnel's comparison are outlined, not only coloured.

    • High contrast

      In Windows high contrast mode the visual uses the contrast theme's foreground, background and selection colours, ignores the transparent background, and always turns on the fill patterns.

    • Reduced motion

      Accessibility > Reduce Motion, or the operating system's reduced-motion setting, turns off transitions, the waffle and pictogram fill-in animation and the play animation.

    • Focus outline and text size

      Accessibility > Focus Outline Colour and Focus Outline Width (2.5 px by default) set the dashed outline around the focused part, and Minimum Text Size keeps every label at or above the size you set. Labels that do not fit are dropped whole, never cut or overlapped.

    • Context menu

      Right-clicking a part or the empty canvas opens the Power BI context menu.

    • Languages

      The format pane, captions, footnotes, findings, tooltips, the data table and the screen-reader labels are available in 20 languages: Chinese (simplified and traditional), Czech, Danish, Dutch, English, French, German, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil and Portugal), Slovak, Spanish, Swedish and Turkish.

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