Use Matrix Bubble Chart through 4 how-to topics, all available without membership, and jump from the index to the exact task you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Matrix Bubble Chart component to a dashboard | Free |
| 2 | 2. Edit or export a 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 generate a default Matrix Bubble Chart component.
- Select the component to enter edit mode and continue with data setup.
Success Criteria
- Interface result: A new default Matrix Bubble Chart component appears in the dashboard.
- Next action available: You can open the edit panel and continue with data and style settings.
Tips While Using
- Common mistake: If you are not in the dashboard page, the Add Component entry may not be visible.
- Environment note: It is helpful to prepare a usable data table before you start configuring the chart.
2. Edit or export a chart
Entry: Select the added chart → top-right "..." icon
- Select the Matrix Bubble Chart that has already been added to the dashboard.
- Click the top-right "..." icon to open the menu.
- Choose Config, Copy, Copy as Image, Export as Image, or Delete based on your task.
- Complete the action you need.
Success Criteria
- Interface result: The drop-down menu opens and shows the available actions.
- Next action available: You can continue editing the chart or get the copied or exported result.
Tips While Using
- Common mistake: If the chart is not selected first, the menu can be easy to miss.
- Environment note: Before exporting or copying as an image, confirm that the chart content has finished updating.
3. Configure chart data
Entry: Matrix Bubble Chart edit panel → "Type & Data" tab
- Open the edit panel for the Matrix Bubble Chart.
- In Data Source, choose the table you want to use.
- In Data Range, click Data Filter and set the conditions for the data you want to display.
- In Dimension (X Axis), choose the field for the horizontal axis.
- In Dimension (Y Axis), choose the field for the vertical axis.
- In Bubble Size, choose the field that controls bubble size.
- In Detail Fields to Display, hide or show the fields you need.
- Check the preview on the left, then click OK to apply the settings.
Success Criteria
- Interface result: Bubble positions and sizes change in the preview as you update the fields.
- Next action available: After you click OK, the chart displays the new data configuration.
Tips While Using
- Common mistake: If the X axis, Y axis, or bubble-size field is not chosen well, the chart can become harder to read.
- Environment note: If the dataset is large, filter the data range first to reduce visual clutter.
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.
- In Theme Color, choose a preset color scheme.
- In Series Color, customize colors for each data series as needed.
- In Chart Elements, set items such as display unit, number format, and bubble size.
- Preview the result, then click OK to save the style settings.
Success Criteria
- Interface result: Chart colors and visible elements update according to your settings.
- Next action available: The chart is ready for presentation, copying, or export.
Tips While Using
- Common mistake: Similar colors can reduce the distinction between different series.
- Environment note: Finish data configuration before style adjustment to avoid repeated edits.