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Overview

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Plots the intensity of a metric across multiple categories.

Chart Data Options

Option

Description

Column

You may select up to two different fields to use as columns in your trellis.

Row

You may select up to two different fields to use as rows in your trellis chart.

Colour

You can select one field to split your values by colour.

Size

When you have a scatter plot trellis you will also be able to select a metric to use for the size of the bubbles.

Note: at least one of either the Column or Row fields selected must be a metric.

Heat Grid Tutorial

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Summary

In order to set up a Heat Grid Chart you will need:

  1. Create a report with chart display
    1. Select field(s) to use as the Row
    2. Select field(s) to use as the Column
    3. Select a field to use as the Colour (optional field)
    4. Select a field to use as the Size (optional field)
  2. Create your chart, selecting Analytical as the type, and Heat Grid as the chart
  3. Provide the Row, Column, Colour, and Size options and Refresh
  4. Customise the Chart as required
  5. Close the Chart Builder
  6. Save your report

Tutorial

1. Click on the Create link and select Report to begin building your report.

2. You should now be on the Initialise Report page. Select the Drag and Drop Builder as the build tool.

3. Select Ski Team as the View.

4. Now click the button to proceed.

5. Make sure that you select the Chart Only option as you have for the other charts & click on at the top of the page.

6. On the Report Data page, drag and drop the Age Group at Camp, Gender, Invoiced Amount, and Athlete ID fields into the Column Fields.

7. You will need to apply the Count Distinct aggregation to the Athlete ID field.

8. Make sure that you select the Chart Only option as you have for the other charts.

9. Click on at the top of the page.

10. On the Report Preview page click on the Pie Chart image as before.

11. Click on the Chart Menu and select Analytical as the Chart Type and Heat Grid as the subtype (click on the picture on the right).

12. Click Save to load the options for a Heat Grid Chart.

13. Set the Column to Age Group at Camp.

14. Select Row to Gender.

15. Set the Colour to Count Distinct Athlete ID.

16. Set the Size to Sum Invoiced Amount.

17. Click Refresh to generate your chart.

18. You should now have a chart that looks like this. You now need to Save and Activate your chart.

19. Click on the Close button to go back to the Report Preview page.

20. Click on the Save Menu and use Heat Grid Tutorial as the Name.

21. Type This Heat Grid Chart was created using the Charts Tutorial as the Description.

22. Enter Tutorial as the Category and Charts as the Sub Category.

23. Click Activate.



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