If you are looking to explore patterns in participation or giving, a cycle plot can get you there.
This is a new addition to a series of tips on different chart types. In each tip, l give you need-to-know information in a format akin to the “Drug Facts” on the back of medication boxes: active ingredients (what the chart is), uses (when to use it), and warnings (what to look out for when creating the chart). The idea is to fill up your toolbox with a variety of tools for making sense of data. To learn about other chart types, check out this index of data tips.
Active Ingredients (What is a cycle plot?)
A cycle plot shows how a trend or cycle changes over time. We can use them to see seasonal patterns. Typically, a cycle plot shows a measure on the Y-axis and then shows a time period (such as months or seasons) along the X-axis. For each time period, there is a trend line across a number of years. In the example below, we see that, on average (black lines show averages across years), there were the most travelers from Greece in August between 2001 and 2011, but we can also see that the number of travelers varied greatly from year to year. Use the filter to see trends for travelers from other countries.
Source: Travellers by Month Cycle Plot by Tai Shi Ling on Tableau Public
Uses
Cycle plots can help identify periods of time when the best or worst results are recorded. For example, you want to see trends in participation in your summer programs or patterns in year-end giving over the years. Cycle plots can be created in a number of data viz applications including Excel and Tableau.
Warnings
The range of years shown in each trendline can be shown on the X-axis or in the subtitle to the the chart, but the range should be clear and consistent across trendlines.
Fun Fact
William S. Cleveland and Irma J. Terpenning introduced the cycle plot in Graphical Methods for Seasonal Adjustment (1982) In their example below, we see that number of telephone installations are highest in late summer/early fall.
To see past data tips, including those about other chart types, scroll down or click HERE.
Title Image Source: Seasonality with Cycle Plots by Vladimir Trkulja on Tableau Public
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