Creating a Bubble Chart

Charts are useful for showing patterns in the data. Line, bar and pie charts show two dimensions of data. When you need to see more information on a chart, consider using a bubble chart which allows you to display as many as four dimensions of data. In addition to the x and y axis, the size of the bubble represents a third dimension and the color of the bubble can be used to represent a fourth dimension.

A common use case

Bubble charts are an ideal way to display your features, their status and value to your products. When you use a scorecard, you evaluate the features importance in different areas (sales, operations, etc). In this example, feature scores for operational efficiency and sales increase from the feature scorecard are plotted on the x and y axis. The color of the bubble reflects the status and the bubble size indicates the total feature score.  

Variable Name x-axis value y-axis value Color of the bubble Size of the bubble
Feature Name Operational Efficiency Sales Increase Status Total Score
Top Level Navigation 9 In Design  27
Navigation for safest routes 2 3 Ready to Develop 5


Getting started

Initial setup for creating a bubble chart begins with the Reports -> List view where you select the fields you want to display in your report and you'll need to organize those fields in a specific order. 

Choose your data columns and filters

1) Click on the green Add columns button to add the data you would like to view. When you select your first column, future options will be restricted based on data that can logically be displayed along side the first selection based on data model table relationships. For example, if you are listing out features and feature scores, you cannot add a column for release goals because release goals are not related to features.


2) Add filters as necessary. You can use the filter drop down to filter data based on the data selections you have made. A common filter would be a filter for product name if you are looking to only display data for a specific product(s). Filters are searchable to allow you to find specific details without scrolling through long lists.

Organize and sort the data

After adding all of the data columns that you want to display to the list report, organize the columns.

Simply click on the column name and then drag and drop it into the required order for the desired bubble chart display.

The required fixed order of your columns for then converting into a bubble chart should be variable name, x-axis value, y-axis value, color of bubble value and size of bubble value.


Convert to the bubble chart

After you have organized your data, click the green Chart Data button to create beautiful visualizations and charts from the list report you have created. This will allow you to select the bubble chart and customize the formatting.  


To size of your bubbles will be automatically generated.  You may customize the labels for your chart and the colors of the bubbles by selecting the Customize option.


With your bubble chart type selected and customizations completed, you can click OK, save the view and share it with your team through Notebooks.

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