The Up and to the Right Chart: What It Promises and What It Hides
"We need it to go up and to the right." Everybody who has sat in a review has heard it. It is a request about the shape of a picture, and the awkward part is that the shape can be arranged four different ways without touching the business at all.
What you do: before you accept or draw a rising line, ask what makes it rise. There are only four common answers, and three of them are properties of the chart rather than of the company.
The short version. A cumulative chart cannot go down. If your growth story rests on one, it rests on arithmetic.
The four ways to make a line climb
| Cause | What is happening | Tell |
|---|---|---|
| The business grew | Each period is bigger than the one before | The per-period chart also rises |
| The measure is cumulative | Every point adds the period to the running total | The line never falls, not once, in years of data |
| The axis is truncated | A small real change fills the plot area | The y axis starts at an odd number like 1,600 |
| The window was chosen | The chart starts at a low point | The series has more history than the chart shows |
Cumulative is the one to check first
Take twelve months of signups: 420, 390, 405, 370, 355, 380, 340, 360, 330, 345, 310, 325. That series is drifting down. The last three months average 327 against the first three at 405, a fall of about 19 percent.
Now plot total signups to date. It runs 420, 810, 1,215, 1,585, 1,940, 2,320, 2,660, 3,020, 3,350, 3,695, 4,005, 4,330. A clean rising line, every month higher than the last, ending at 4,330. Both charts are drawn from the same twelve numbers. One of them is incapable of falling, because signups cannot be negative.
The chosen window
Pick the start date after seeing the data and any series will rise. The honest version shows the whole history, or states the window in the subtitle with the reason it was chosen: since the product launched, since the pricing change, since the last full year. A window with a reason is analysis. A window without one is a decision you made and did not report.
The axis
Two bars, 1,750 and 3,150. On a zero-based axis, one is 1.8 times the other and it looks like it. Start the axis at 1,600 and the visible bars become 150 and 1,550, a ratio of over ten to one. Nothing in the data moved. The full worked version of that trick is in how charts mislead, and the rule for when a non-zero axis is legitimate is in should the axis start at zero.
Growth that was not yours
Revenue in cash terms rises while prices rise. Users rise while the market grows. Neither is fraud and both need a second line: the same series in real terms, or as a share of the market. If the share is flat, the honest sentence is that you grew with the market, and somebody in the room already knows that.
What to draw instead
- Bars per period, not a cumulative line. A chart that can fall is a chart that can tell you something.
- A moving average over the bars when the periods are noisy. Three or four periods, chosen from the cycle rather than from how smooth it looks. See moving averages.
- The full history, with any chosen window marked on it rather than cut out of it.
- A second panel for the reference: market size, price index, headcount. Whatever the growth should be judged against.
Cumulative charts are not banned. They are the right answer to a genuinely cumulative question: how far through the annual target are we, how many licences have we issued in total, how much of the backlog is cleared. The failure is using one to answer "are we growing".
Reading someone else's rising line
Four questions, in this order, because each is cheaper than the next:
| Ask | Look at | Bad answer |
|---|---|---|
| Is this cumulative? | The axis title, the last value | "Total to date" |
| Where does the y axis start? | The bottom tick | Anything not zero, unlabelled |
| Why does the chart start there? | The first x value | "That is when the data starts", when it is not |
| Compared to what? | Any second series at all | There is no second series |
How to apply this to your own work
- Open your most-used deck and find every rising line. Mark which ones are cumulative.
- Redraw one cumulative chart as per-period bars and look at what it says. If the two disagree, that disagreement is your next finding.
- Check the first x value of each chart against the first date in the source. Note any gap and either close it or explain it in the subtitle.
- Add one reference series to your headline chart. Last year, plan, or market. A single line is an assertion, two lines are a comparison.
- Write the finding in the title so nobody has to infer it from the slope. That method is in chart titles that say the finding.
The one habit to keep
When someone asks for up and to the right, ask which measure they want to see going up. That turns a request about the picture into a decision about the metric, and the metric is a thing you can be right or wrong about.
Is the headline chart in your deck capable of showing a bad month?
Charts and Visualization is the chart-choosing book: what each shape can carry, what it quietly distorts, and how to label it so the reader reaches your finding without being told.
Charts and Visualization, $19 →How charts mislead works eight distortions on one table, and choosing the right chart picks the shape in one question. The Excel Kit has the build steps.
Read How Charts Mislead →