Intelligence360 Reports consider data first and visualization second. That means you can establish the data you want to see and then decide which visual(s) represent it best. Since data come first, start with Creating & Editing Reports, then come back to this article to set up the Scatter / Bubble Chart visualization.
Scatter charts illustrate the correlation between two variables. You will select these variables (values) for an x and y axis and Intelligence360 will plot them against each other to create the scatter plot. Each "plot" is one unique data point. You can also enable dynamic bubble sizes to illustrate the data volume of a specified field with varying bubble sizes. (High volume = larger bubble.)
For example, the scatter chart below shows the correlation of specific product line items and their monthly seat price, the bubble sizes illustrate volume by amount, and the hover pop up over a bubble shows more itemized data.
Visualization Type: Scatter/Bubble Chart
In the Visualization section of the report editor, select Scatter/Bubble Chart as the visualization type.
Add report summary
Click in the text box to enter your subheading content. This information is a brief set of information you wanted to be relayed about the report; the text you enter will be displayed as it's written while you can include a specified data by adding subheading variables that will update with the rest of the data.
The subheading section allows for basic styling, including Bold, Italic, and Underlined text as well as the ability to include hyperlinked data.
To enter subheading variables within your text, click the + button and choose from the populated list of variables based on the report's content.
X and Y Axis Configuration
The X Axis presents the data along the horizontal axis of the graph. (For this example, we're using Quantity (Salesforceopportunitylineitem).
Dropdown options will be populated based on report content that prompt you to chose what field of data by which to group, and when available, what type within that field to display.
You can enter a custom label for the X Axis. The label can include data variables by clicking the + button and selecting a variable that will include data that continually updates. The X Axis label will be displayed beneath the graph.
The Y Axis presents the data along the vertical axis of the graph as a percentage. (For this example, we're choosing Monthly Seat Price.)
Dropdown options will be populated based on report content that prompt you to chose what metric you want to be measured and the type of value that will be displayed. This is how the percentage is calculated and measured within the chart.
You can enter a custom label for the Y Axis. The label can include data variables by clicking the + button and selecting a variable that will include data that continually updates. The Y Axis label will be displayed up the left side of the chart.
Choose the order in which you want the data sorted.
You can choose to sort data in ascending or descending order.
Use dynamic bubble sizes
You can enable this option to illustrate data volume based on bubble size, meaning each bubble on the scatter plot will vary on size based on the data volume of the selected field. Higher volume = larger bubbles.
Select field to display
Select a field from the dropdown menu to determine which field's volume is being measured and illustrated by the varying bubble sizes.
You can enter a custom label to describe what's being measured.
Select a field to split by
You must enable "I want to split the data set" to select a field by which to split the data, this will allow the scatter plots to represent different items from the selected field.
Choose from the offered color sets the color scheme you want to be reflected in your scatter chart. These colors will differentiate the scatter plots (items) on the chart.
Once you have completed the visualization section, click save in the report editor to save your report. If you want to make changes to other sections of the report editor, return to Creating & Editing Reports.
If you run into any issues, please contact support.
Please sign in to leave a comment.