Easily visualize and analyze data trends on a dashboard with Bubble and Scatter Charts. Use Bubble Charts to compare three numerical variables at once and Scatter Charts to identify relationships between two numeric values.
Plan Availability | All plan types |
Permissions | General Access: Can view and interact with charts. Workspace Administrators and Solution Creators: Can create, modify, and configure charts. |
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Overview
What is a Bubble Chart?
Bubble charts visualize numeric data across three dimensions:
X-Axis: Represents one numeric value.
Y-Axis: Represents another numeric value.
Bubble Size: Represents a third numeric variable, such as investment amount.
These charts are commonly used for financial data and trend analysis. Example: A Bubble Chart displaying investment age (X-axis), return on investment (Y-axis), and investment amount (bubble size).
What is a Scatter Chart?
A Scatter Chart plots points representing two numeric values, helping to identify patterns, trends, or outliers. Common use cases include:
Height vs. Weight
Price vs. Square Footage
Revenue vs. Expenses
When to Use These Charts
Bubble Chart
Use a Bubble Chart when you need to:
Compare three numerical variables in a single visualization.
Understand financial trends, such as revenue vs. time vs. growth.
Identify patterns that would be difficult to see with multiple scatter plots.
Scatter Chart
Use a Scatter Chart when:
Comparing large sets of numerical data.
Looking for correlations between two variables.
Identifying clusters, trends, or outliers in your data
Configuring Bubble and Scatter Chart Widgets
Adding a Chart to Your Dashboard
Open Your Dashboard: Navigate to the dashboard where you want to add the chart.
Click 'Add Widget': Select the "Add Widget" button in the toolbar.
Choose Chart Type: Select either the Bubble or Scatter Chart widget.
Click "Add Widget" to add it to your dashboard.
Bubble Chart Data Requirements
X-Axis: Any numeric field (e.g., time, age, distance)
Y-Axis: Any numeric field (e.g., sales, revenue, weight)
Bubble Size: Numeric field that determines the size of the bubbles
Grouping (Optional): Color-code bubbles using categories such as investment type
Scatter Chart Data Requirements
X-Axis: Numeric field representing horizontal values
Y-Axis: Numeric field representing vertical values
Grouping (Optional): Color-code points by category
Additional Features
Grouping for Color Coding
Both chart types support color coding based on:
Single Select Fields
Date Fields
Other List-Type Fields
Aggregated Values: When grouping data, aggregate values such as Sum, Average, Count, or Maximum can be applied to better analyze trends.
Dynamic Filtering
Dynamic filtering allows users to refine displayed data in real time without modifying the widget configuration.
Filter by Content Status: Display only active, archived, or pending records.
Advanced Options
Show X-Axis Label: Adds labels for better clarity.
Show Y-Axis Label: Enhances readability of vertical axis values.
Visualizing Data with Heat Map Charts
Note: The Heat Map Chart is another great way to spot trends and patterns using color gradients. Darker colors indicate higher values, while lighter colors show lower ones. Use it for performance tracking, user behavior analysis, sales insights, and resource planning.
Heat Maps can be viewed as charts and added to your dashboard for quick insights!
Learn more about Heat Map Charts and Widgets here.
Practical Scenarios and Use Cases
1. Financial Data Analysis
Scenario: A financial analyst wants to compare multiple investments based on age, return, and amount.
Solution: Use a Bubble Chart to visualize all three variables at once, making it easier to spot high-performing investments.
2. Real Estate Market Trends
Scenario: A real estate agency wants to analyze the relationship between property prices and square footage.
Solution: Use a Scatter Chart to plot these values, identifying trends such as undervalued or overpriced properties.
3. Sales Performance Tracking
Scenario: A sales team wants to track revenue vs. expenses for different regions.
Solution: A Scatter Chart helps visualize these relationships, while color coding can differentiate by region.