How to Use WPS Matrix Bubble Chart on Windows

Use WPS Matrix Bubble Chart through 4 how-to topics covering component insertion, chart editing and export, data setup, and style settings; use the How-to Index below to jump to each task.

How-to Index

How-to Guide

1. Add a Matrix Bubble Chart component to a dashboard

Entry point: Dashboard page → "+ Add Component" → Chart → "Matrix Bubble Chart"

1. Open the dashboard page.
2. Click "+ Add Component" in the upper-left corner.
3. In the component panel, find "Matrix Bubble Chart" under the Chart category.
4. Click the icon to generate a default Matrix Bubble Chart component.
5. Click the component to enter edit mode and continue with data setup.

Success Criteria

• UI state: A new Matrix Bubble Chart component appears in the dashboard.
• Next actions: You can continue to data configuration or style settings.

Tips While Using

• Common mistakes: If the dashboard is not in edit mode, the add-component entry may not appear.
• Environment limits: You need edit permission for the current dashboard.

2. Edit or export the chart

Entry point: Click the added chart → the "..." icon in the upper-right corner

1. Click the Matrix Bubble Chart that has already been added to the dashboard.
2. Click the "..." icon in the upper-right corner of the chart.
3. Select the action you need from the drop-down menu.
4. To reset the chart, select "Configure."
5. To output the chart, select "Copy as Image" or "Export as Image."
6. To remove the component, select "Delete."

Success Criteria

• UI state: The drop-down menu opens normally and shows options such as Configure, Copy, Copy as Image, Export as Image, and Delete.
• Next actions: You can complete editing, copying, exporting, or deletion based on the selected command.

Tips While Using

• Common mistakes: If the chart is not selected first, the upper-right menu may not appear.
• Environment limits: When you export or copy the chart as an image, wait until the chart data finishes loading.

3. Configure Matrix Bubble Chart data

Entry point: Matrix Bubble Chart edit panel → "Type & Data" tab

1. Open the Matrix Bubble Chart edit panel.
2. Under "Data Source," select the data table you want to use.
3. Under "Data Range," click "Data Filter" and set the filter conditions.
4. Under "Dimension (X-axis)," select the horizontal axis field.
5. Under "Dimension (Y-axis)," select the vertical axis field.
6. Under "Bubble Size," select the field that determines bubble size.
7. Under "Fields shown in detail data," set which fields should be shown or hidden.
8. Preview the result on the left, then click "OK" to apply it.

Success Criteria

• UI state: Bubble positions and sizes in the preview pane change with your settings.
• Next actions: After you click "OK," the chart displays according to the current data setup.

Tips While Using

• Common mistakes: If the X-axis, Y-axis, or bubble size field is not chosen appropriately, the chart may become harder to read.
• Environment limits: The data source fields need to match the chart configuration requirements.

4. Set chart styles

Entry point: Matrix Bubble Chart edit panel → "Chart Style" tab

1. Open the Matrix Bubble Chart edit panel.
2. Switch to the "Chart Style" tab.
3. Under "Theme Color," choose a preset color scheme.
4. Under "Series Color," customize the color of each data series as needed.
5. Under "Chart Elements," set display units, number formats, bubble size, and related display items.
6. Review the preview on the left, then click "OK" to apply the settings.

Success Criteria

• UI state: The chart colors and element display update according to your settings.
• Next actions: After style adjustment, you can export the chart as an image or return to the dashboard view.

Tips While Using

• Common mistakes: If colors are too similar, it may be harder to distinguish different data series.
• Environment limits: It is recommended to finish data setup before adjusting styles so the final effect is easier to review.