Edilitics | Data to Decisions

Sankey Diagram

Trace how a quantity flows from one set of stages to the next, with link width showing proportional volume. Best for funnels, journeys, and budget breakdowns.

A sankey diagram shows how a quantity flows from one set of values to another, drawn as nodes connected by links whose width is proportional to the flow's size. Drop exactly two categorical or date fields into Column - the first is the source, the second the target - and optionally one numeric field into Row to set each link's width. Use it when the question is "where does this come from, and where does it go," not just "how much of it is there."

When to Use

A sankey diagram is built for tracing movement between stages: customer journeys between pages, budget allocated across categories, support tickets routed between teams, traffic split across acquisition channels. The width of each connecting link does the communicating - a thick link is a major pathway, a thin one is a minor one - making it easy to spot where most of a quantity actually flows, not just how much exists in total.

The Row field is optional, but skipping it changes what the link widths mean. Without a Row field, every flow defaults to equal width, weighted by how many rows produced it rather than any real quantity - useful for "how many distinct paths exist" but not for "how much volume moved." Assign a numeric Row field when the actual size of each flow is what matters.

Switch to a different chart when:

  • You're tracking a single linear drop-off through ordered stages, not flows between two open-ended sets of values - use a Funnel Chart
  • You need exact flow values in a list, not a visual flow diagram - use Text Table
  • You're comparing totals across categories, not tracing movement between them - use Horizontal Bar
ScenarioSource (Column 1)Target (Column 2)Value (optional Row)
Customer journey between site sectionsLanding pageNext page visitedSession count
Budget allocation across departmentsBudget categoryDepartmentAmount allocated
Support ticket routingIntake channelResolving teamTicket count
Traffic flow by acquisition sourceAcquisition sourceConversion outcomeVisitor count
Energy or material flow between stagesInput stageOutput stageVolume

Required Inputs

FieldTypeCount
Dimension (Source, Target)Categorical or DateExactly 2
Measure (Flow width)Numeric0 to 1

For step-by-step build instructions, see Build Your First Chart.

Formatting Options

The Format tab unlocks after both Column fields are assigned.

Style

Use the chart title to state what's flowing and between what, since node names alone don't always make the direction obvious.

ControlWhat it does
Show Chart TitleShows or hides the title.
Enter Chart TitleTitle text. Maximum 50 characters.
Font familyFont applied to the title.
Font size5 to 30.
Bold / ItalicWeight and style.
AlignmentLeft, center, or right within the chart container.

Sankey Styles covers node interaction, sizing, and label styling - the controls available for this chart type are deliberately focused, since most of the diagram's layout is handled automatically.

ControlWhat it does
Draggable NodesLets viewers manually reposition nodes by dragging. Disabled automatically on very large diagrams regardless of this setting.
Highlight Connected PathWhen on, hovering a node dims everything except that node and its full connected path. Off by default, and force-disabled on very large diagrams.
Node Width5 to 100px. Thickness of each node's rectangle.
Node Gap0 to 50px. Vertical spacing between nodes in the same column.
Font Family / Color / Font size / Bold / ItalicStyling for the node name labels.
Text CaseUppercase, lowercase, capitalize, or none.

Several things are not currently configurable through this panel: the diagram's orientation (always left to right), link curve style, link color (always inherited from the source node), and value labels printed directly on the links themselves (always off - the tooltip shows the value on hover instead). These are fixed defaults, not settings hidden somewhere else.

Interactivity

The tooltip appears on hover over a node or a link, with different content for each: hovering a link shows its source, target, and value; hovering a node shows the node's name and its total flow value.

ControlWhat it does
Show TooltipShows or hides the tooltip entirely.
Header / value text stylingFont, size, and color for the labels and values shown in the tooltip.

Animation controls the nodes' and links' transition when the chart first renders or the data changes. Automatically disabled whenever Draggable Nodes is on, since animating a layout the viewer is actively repositioning would fight their input.

ControlWhat it does
Enable AnimationTurns the transition animation on or off.
DurationHow long the transition takes.
DelayHow long the transition waits before starting.
Easing FunctionThe transition curve.

Emphasis controls the visual response when hovering a node or link - a scale-up effect and a drop shadow. Off by default, and distinct from Highlight Connected Path, which dims unrelated elements rather than scaling the hovered one.

ControlWhat it does
Show EmphasisTurns hover effects on.
Focus TypeItem, Series, or None.
Enable ScaleScales the hovered element up slightly.
Scale Size1.0x to 2.0x.
Shadow Blur / Color / Offset X / Offset YDrop shadow styling on the hovered element.
Border WidthBorder added around the hovered element.

Enable the Toolbox when viewers need to export the diagram or inspect its underlying data.

ControlWhat it does
Show ToolboxShows or hides the toolbox icon bar.
Save as ImageAdds a download icon that saves the diagram as a PNG.
Data ViewAdds an icon that opens the underlying data table in a separate view.

Best Practices

Assign a Row field whenever the actual flow size matters. Without one, every link defaults to equal width weighted only by row count - fine for "how many distinct paths exist," misleading if you're trying to show "how much volume moved." If the question is about real quantity, always assign a measure.

Watch for unexpected "(Target)" labels - they signal a circular flow somewhere in the data. If any path loops back on itself anywhere in the dataset (even one you didn't intend to chart), every target node in the entire diagram gets relabeled to stay distinct from sources of the same name. If this shows up unexpectedly, check your source and target fields for an unintended cycle.

Treat a "(Source) Other" node as a real signal, not noise. When a source has too many small individual flows to show one by one, they're automatically rolled into one "(Source) Other" link carrying their true summed value - so the source's total still reads correctly, but the breakdown behind that bucket isn't visible on the chart. If that breakdown matters, filter the underlying data to a narrower set of sources or targets rather than relying on the chart to show everything.

Keep node count low enough to read without scrolling. Past 20 nodes, scroll-to-zoom kicks in automatically, which keeps the chart usable but means viewers can no longer see the whole flow at once. If the full picture matters, filter the underlying data to the most relevant source or target values first.

Don't rely on link curve, color, or orientation customization - they're fixed. If brand guidelines require a specific curve style or link coloring scheme, that's not adjustable on this chart type today; plan dashboard styling around the existing left-to-right, source-colored default rather than expecting per-chart overrides.

Use Highlight Connected Path for diagrams with more than a handful of crossing flows. Once several nodes share links, tracing a single path by eye gets difficult. Turning this on lets viewers isolate one node's full upstream and downstream flow with a single hover.

FAQs

Need help? Email support@edilitics.com with your workspace, job ID, and context. We reply within one business day.

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