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Overview

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Can be used with categorical, sequential or time-series data. Bubble size and location combine to effectively display 3-D data on a 2-D chart.

Chart Data Options

Option

Description

X Axis

Select the metric or date to use as the x axis measurement.

Y Axis

Select the metric or date to use as the y axis measurement.

Size

Select a metric to set the size of each bubble.

Colour

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

Bubble Chart Tutorial

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Summary

In order to set up a Bubble Chart you will need:

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

Tutorial

The Bubble Chart can be used with categorical, sequential or time-series data. Bubble size and location combine to effectively display 3-D data on a 2-D chart. Data can also be displayed in quadrants, allowing for negative X and Y values.

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

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

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3. Select Ski Team as the View.

4. Now click the Unable to render embedded object: File (step_right_on.png) not found. button to proceed.

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5. On the Step 1. Report Data page set the Output Options to Chart Only by selecting it in the Report Options section on the right. This will ensure that the information appears as a chart.

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6. On the Report Data page, drag and drop the Unable to render embedded object: File (rpt_dim.png) not found. Camp Demographic dimension, and the Unable to render embedded object: File (rpt_metric.png) not found. Cost of Camp, Unable to render embedded object: File (rpt_metric.png) not found. Profit Margin, and Unable to render embedded object: File (rpt_metric.png) not found. Invoiced Amount metrics into the Column Fields area.

7. You will need to remove the aggregations from all of the metrics. To do this select each one individually and click on the Unable to render embedded object: File (clear.png) not found. Clear button.

8. Click on Unable to render embedded object: File (step_right_on.png) not found. at the top of the page to move to the next step.

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9. You should now see the Pie Chart image (pictured here). Click on the image to go to the Chart Format page where you can setup your chart.

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10. Click on the Chart Menu, select Analytical as the Chart Type and click on the picture of the Bubble Chart to select it.

11. Click Save, this will load the options for a Bubble Chart.

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12. In the Chart Data section you will need to select the data for each setting in the chart.

13. Set the X Axis to Sum Cost of Camp, the Y Axis to Sum Invoiced Amount, the Size to Profit Margin, and the Colour to Camp Demographic.

14. Click the Refresh link to generate your chart.

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15. You should now have a chart that looks like the one pictured.

16. You now need to Save and Activate your chart. Click on the Close button to go back to the Report Preview page.

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17. Click on the Save Menu and use Bubble Chart Tutorial as the Name.

18. Type This Bubble Chart was created using the Charts Tutorial as the Description.

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

20. Click Activate.

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