A bubble chart plots each record as one circle, placed by two numbers and sized by a third. It is a scatter chart where the dots have a size. A big circle far from the rest is the record that stands out on all three counts.

Here is the test: do you want to see three numbers for every record at once? If yes, Bubble is the type. If two numbers are enough, see Scatter Chart. If one of the numbers is a date, see Line Chart or Column Chart.

Example: a Vendor Management solution with a Vendors table. The Security lead builds a Chart view called Value, risk and open findings. Each bubble is a vendor: Annual Contract Value sets its place left to right, Inherent Risk Score sets its place bottom to top, and Open Findings sets its size. A large bubble in the top right is a high-value, high-risk vendor with open findings, the first name on the review agenda.

Value, risk and open findings as a bubble chart: one bubble per vendor, sized by open findings, the Chart Settings sidebar open at the left with X-Axis, Y-Axis and Bubble Size set.

Create a Chart view and the Chart Settings sidebar opens at the left of the chart. On an existing view, select Chart Settings in the toolbar to open it. The dropdown at the top of the sidebar lists the chart types in six groups: Bar, Bubble, Column, Heatmap, Line and Pie. A new Chart view starts as Bar Chart; open the dropdown and select Bubble Chart, the first entry in the Bubble group. The chart redraws as you change a setting.

The chart type dropdown open, with Bubble Chart selected at the top of the Bubble group.

The sidebar holds the settings below in this order. A bubble chart replaces Values with three rows, and it has no Sort by Values and no Benchmark Line.

X-Axis picks the field that places each bubble left to right. Select Value lists the table's numeric fields only, Formula fields included. For the example, the X-Axis field is Annual Contract Value.

Y-Axis picks the field that places each bubble bottom to top, from the same list minus the field already on X-Axis. For the example, the Y-Axis field is Inherent Risk Score, a Formula field.

Bubble Size picks the field that sets how large each bubble is drawn, from the same list minus both axis fields, so a bubble chart needs three different numeric fields. For the example, the Bubble Size field is Open Findings, a Count field.

Group By colors the bubbles. Select Field lists the table's select, date and Formula fields, and each value of the field you pick gets a color with one legend entry. For the example, the Group By field is Vendor Tier.

A Chart Total shows one number as a card above the legend: the word Total, the field name and the value. Select Field lists the table's numeric fields, Formula fields included, and the function starts on Sum with Min, Max and Avg in the list. Once a field is set, ADD NEW appears under the row. A chart carries up to five totals, and the same field can be used twice. The trash icon removes a row; on the last row the x in the field box clears it instead.

A Dynamic Filter adds a one-click filter to the chart itself. Its info tooltip reads "Set filters that can dynamically adjust chart's content with a single click." Select Field lists date, member, select and status fields. With Control Owner chosen, a reader switches the bubbles between owners without opening the Filter panel.

Three checkboxes, all off to start: Include empty values, Show X Axis Label and Show Y Axis Label. There is no data label option on a bubble chart.

Both axes are numeric, so two buttons sit under the checkboxes: X-Axis Formatting and Y-Axis Formatting. Each opens the same window. Format offers Number, Percent and Currency, Number to start, with a live preview. Precision runs from 1 to 1.000000, with no decimals to start. Thousands and decimal separators starts on Depends on Member's Locale. Large number abbreviation offers None, Thousand K, Million M and Billion B. The Display thousands separator switch is on. Apply saves the window and Cancel closes it.

Advanced Options for a bubble chart with the three checkboxes and the two formatting buttons.

Who can create a Chart view, change its settings and save them is the same for every chart type. See Chart View for public and private views, autosave and locked views.

Hover over a bubble and a card shows the record and its three values. The legend at the right lists one entry per color with its dot. Hover over an entry and select the x at its right to hide those bubbles; the dot turns hollow and the name grays. Hover over the entry again and select the + to show them. Select the color dot to pick one of 30 swatches for those bubbles. Both changes are saved with the view. See Interactive Legends in Charts.

Select a bubble to open the record behind it in a drill-in window over the chart. See Edit records in a drill-in grid.

The same chart goes on a dashboard as a Chart widget. In Edit mode, select Add Widget, then the Chart card. Name the widget, pick the solution and table, and set the chart as above. See Chart widget.

Open the dropdown at the top of Chart Settings and pick another type. The settings that the new type uses stay in place; the ones it lacks disappear from the sidebar. Switching from Bubble Chart to Scatter Chart keeps the X-Axis and Y-Axis fields and drops Bubble Size. Switching to Bar Chart or Column Chart replaces the axis rows with Values and brings back Sort by Values and Benchmark Line.

Last verified 30 Oct 2026.