Use Matrix Bubble Chart with 4 how-to topics, including adding the component, editing or exporting the chart, configuring chart data, and setting chart style; use the index below to jump to each task.
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. Set chart style | Free |
How-to Guide
1. Add a Matrix Bubble Chart component to a dashboard
Entry: Dashboard interface → "+ Add Component" → Chart → "Matrix Bubble Chart"
- Open the dashboard interface.
- Click "+ Add Component" in the upper-left area.
- In the component panel, find "Matrix Bubble Chart" under the Chart category.
- Click the icon to generate a default Matrix Bubble Chart component.
- Click 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 editing panel and continue with data and style settings.
Tips While Using
- Common mistake: If you are not in the dashboard page, you may not see the "+ Add Component" entry.
- Environment note: The current page must support adding chart components.
2. Edit or export the chart
Entry: Click the added chart → top-right "..." icon
- Click the added Matrix Bubble Chart.
- Click the top-right "..." icon to open the menu.
- Select "Configure" to update chart data or style settings.
- Select "Copy" to duplicate the current chart.
- Select "Copy as Picture" to copy the chart as an image.
- Select "Export as Picture" to save the chart as an image file.
- If you no longer need the chart, select "Delete".
Success Criteria
- Interface result: The top-right menu opens and shows the available actions.
- Next action available: You can configure, copy, export, or delete the chart.
Tips While Using
- Common mistake: If the chart is not selected first, the related menu actions may not appear.
- Environment note: Exporting an image requires the current environment to allow saving or copying the result.
3. Configure chart data
Entry: Matrix Bubble Chart editing panel → "Type & Data" tab
- Open the Matrix Bubble Chart editing panel.
- Switch to the "Type & Data" tab.
- In "Data Source," select the table you want to use.
- Click "Data Filter" to set the data range or filter conditions.
- In "Dimension (X-axis)," select the horizontal-axis field.
- In "Dimension (Y-axis)," select the vertical-axis field.
- In "Bubble Size," select the field that controls bubble size.
- Show or hide fields under the detail display settings as needed.
- Review the preview pane on the left, then click "OK" to apply the settings.
Success Criteria
- Interface result: The preview pane updates as you change the field settings.
- Next action available: After you click "OK," the chart displays the updated data configuration.
Tips While Using
- Common mistake: If the X-axis, Y-axis, or bubble size field is not chosen appropriately, the chart may be harder to interpret.
- Environment note: You need an available data table and usable fields.
4. Set chart style
Entry: Matrix Bubble Chart editing panel → "Chart Style" tab
- Open the Matrix Bubble Chart editing panel.
- Switch to the "Chart Style" tab.
- In "Theme Color," choose a preset color scheme.
- Expand "Series Color" and customize each series color as needed.
- Expand "Chart Elements" to set display units, number format, bubble size, and related display options.
- Review the preview pane on the left.
- Click "OK" to apply the style settings.
Success Criteria
- Interface result: The chart colors and element display update according to your settings.
- Next action available: You can continue exporting the chart or return to the dashboard to review the result.
Tips While Using
- Common mistake: If colors are too similar, different series may be harder to distinguish.
- Environment note: Style adjustments depend on the chart already having visible data.