Use Matrix Bubble Chart with 4 how-to topics covering component insertion, chart editing or export, data setup, and style adjustment; choose a task from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Matrix Bubble Chart component to a dashboard | Free |
| 2 | 2. Edit or export the chart | Free |
| 3 | 3. Configure chart data | Free |
| 4 | 4. Adjust chart style | Free |
How-to Guide
1. Add a Matrix Bubble Chart component to a dashboard
Entry: Dashboard interface → "+ Add Component" → Charts → "Matrix Bubble Chart"
- Open the dashboard interface.
- Click the "+ Add Component" button in the upper-left area.
- In the component panel, find "Matrix Bubble Chart" under the Charts category.
- Click the icon to create a default Matrix Bubble Chart component.
- Select the component to enter edit mode and continue with data setup.
Success Criteria
- Interface result: A new Matrix Bubble Chart component appears in the dashboard.
- Next action available: You can open the edit panel to configure data and style.
Tips While Using
- Common mistake: If you do not look under the Charts category, you may miss the component entry.
2. Edit or export the chart
Entry: Select the added chart → click the "..." icon in the upper-right corner
- Select the Matrix Bubble Chart in the dashboard.
- Click the "..." icon in the upper-right corner of the chart.
- Choose one of the available actions: Configure, Copy, Copy as Image, Export as Image, or Delete.
- Complete the selected action as needed.
Success Criteria
- Interface result: The drop-down menu opens and shows the available actions.
- Next action available: You can reconfigure, copy, export, or remove the chart.
Tips While Using
- Common mistake: Confirm whether you still need the current chart before choosing Delete.
3. Configure chart data
Entry: Matrix Bubble Chart edit panel → "Type & Data" tab
- Open the edit panel for the Matrix Bubble Chart.
- Select the data table in Data Source.
- In Data Range, click Data Filter to set filter conditions.
- Set the Dimension (X Axis) and Dimension (Y Axis) fields.
- Select the field used for Bubble Size.
- Show or hide fields under the detail display settings as needed.
- Preview the result and click OK to apply the settings.
Success Criteria
- Interface result: The preview pane shows the updated Matrix Bubble Chart.
- Next action available: The chart reflects the selected fields and data relationships.
Tips While Using
- Common mistake: If the selected fields do not match the intended analysis, the chart may not display as expected.
- Environment note: Prepare a usable data table and fields before configuration.
4. Adjust chart style
Entry: Matrix Bubble Chart edit panel → "Chart Style" tab
- Open the edit panel for the Matrix Bubble Chart.
- Switch to the Chart Style tab.
- Choose a preset color scheme under Theme Color.
- Adjust Series Color for each data series if needed.
- Configure chart elements such as display unit, number format, and bubble size.
- Preview the result and click OK to save the settings.
Success Criteria
- Interface result: The chart colors and display elements update based on your settings.
- Next action available: You can export the chart or return to the dashboard view.
Tips While Using
- Common mistake: If colors are too similar, different data series may be harder to distinguish.