Scatter & Bubble Plot

Scatter Plot

A scatter plot is a chart used to display and analyze the relationship between two continuous variables. It presents individual data points as dots on a two-dimensional plane, each axis representing a different variable. It helps visualize the relationship, distribution, or correlation between the variables, revealing patterns or outliers in the data.

How to Create a Scatter Plot:

  • First, you need to go to the Visualization Pane in Report V2 and select the Scatter Chart option.

  • Now in the Build panel go to the X-Axis section and choose or drop the relevant Measure columns with desired Aggregation functions (or numeric ) such as Sum of Sales, Count of Orders, Temperature, Day of week, etc. which you want to correlate in the Scatter Plot

  • Similarly, select another Measure (or numeric) column in the Y-Axis section to correlate

For eg: You need to create a Day of Week vs. Average Sales report using the Day of Week column then you need to select the "Day of Week" column in the X-axis section and "Average Sales" in the Y-Axis.

  • Then Click on the Run Button and your Scatter Plot will be ready.

In Report V2 Scatter Plot has two panels Build and Format.

Build

This panel is like a building block for the Scatter Plot. It allows you to select various Dimension and Measure columns for creating the Scatter Plot.

It is further divided into 5 parts:

Chart Settings: This allows you to select the relevant Dimension and Measure Columns.

  • X-Axis: Here you can select only 1 Measure (or numeric) column which you need to compare in the Scatter Plot.

  • Y-Axis: Here you can select only 1 Measure (or numeric) column which you need to compare in the Scatter Plot.

  • Values: Here you can select only one Dimension column to break down the data points (dots). Each unique value here will be depicted by a different dot in the Scatter Plot.

  • Category: Here you can select any 1 dimension column to further divide the Scatter Plot. Each dot will be colored differently based on the category values.

  • Size: Here you can select only 1 Measure (or numeric) column which will resize the dots in the Scatter Plot as per their corresponding values.

For eg: You have created a "Day of Week vs. Average Sales" and now you want to see the "Region -wise Day of Week vs. Average Sales" for each region then you can easily achieve that by selecting the Region column in the Value section and Clicking Run Button. You will now have an updated Scatter Plot showcasing the Day of Week vs. Average Sales for each region represented by separate dots.

Row Limit: This allows you to limit the Output rows by going to the Row Limit section in the Build panel then selecting the number of rows and clicking on the Run Button.

Sort: This allows you to Sort the report based on certain columns. Go to the Sort option at the bottom in the Build panel then choose one or more columns along with the order Ascending or Descending and then click on the Run button.

Format

This panel allows you to apply various formatting techniques on the Scatter Plot to make it more customized as per your needs. It consists of various different sections which are as follows:

Title

This allows you to give a Title to the Line Chart. You just need to go to the Title section in the Format panel.

You can easily toggle it on or off. In the "Customize title" modal, you can:

  • Modify the title text, font size, and alignment, and even add a background color.

  • Include an optional description that will appear when hovering over the "i" icon that will be visible as a floating button on the tile.

Once done, click the Apply button.

Legend

  • This allows you to showcase the chart legend.

  • By default it is disabled. But you can easily enable it by clicking on the Show Legend toggle button under the legends section under the format panel.

  • Choose from a variety of positions, including top, bottom, left, and right, with options for stacking and centering.

  • For charts with many legends, you can now paginate them or arrange them in multiple rows.

  • Additionally, you can customize the font size, color, family, and style of legend text to match your chart's design.

X-Axis: This allows you to name the X-axis and showcase the axis labels. It has the following components:

  • Name: Here you can give the name for the X-axis in the Scatter Plot.

  • Name Gap: This allows you to decide how far below the X-axis the name should appear.

  • Name Label: This allows you to decide the format of a name given to the X axis like font size, font type, font family, etc.

  • Axis Label: This allows you to enable/ disable the axis labels in the Scatter Plot. By default it is disabled and you can easily enable it by clicking on the Show toggle button and then choosing the relevant font format for the axis labels to be displayed in the Scatter Plot.

Y-Axis: This allows you to name the Y-axis and showcase the axis labels. It has the following components:

  • Name: Here you can give the name for the Y-axis in the Scatter Plot.

  • Name Gap: This allows you to decide how far left the Y axis the name should appear.

  • Scale: It allows you to choose the Y-axis scale as per your requirements and data values. You can choose either Linear or Logarithmic scale.

  • Scale Start: Here you need to select the starting point for the Y-axis scale.

  • Scale End: Here you need to select the endpoint of the Y-axis scale.

  • Position: Here you can choose the position of the Y-axis like whether you want to show the Y-axis scale on LHS or RHS.

  • Name Label: This allows you to decide the format of the name given to the Y axis like font size, font type, font family, etc.

  • Axis Label: This allows you to enable/ disable the Y-axis labels in the Scatter Plot. By default it is disabled and you can easily enable it by clicking on the Show toggle button and then choosing the relevant font format for the axis labels to be displayed in the Scatter Plot.

Data Colors: It allows you to select the desired color for showcasing the data points in the Scatter Plot as per your need.

By default, it has a color assigned and you can change it by clicking on the Data Colors section in the Format panel then choosing the measure column for which you want to change the color, and finally selecting the color and clicking on the Apply button.

Labels

It allows you to enable/disable the visibility, the appearance & the layout of data labels. By default, it will be disabled. You can turn on the labels using the toggle switch.

Global Label Settings

Apply consistent formatting to all labels within a chart.

You can customize:

  • Layout: Position, alignment, overflow, and rotation etc.

  • Content: Display values, series names, or categories.

  • Appearance: Font, color, background, and number formatting etc.

Data Zoom: It allows you to zoom in on the report output as per your need. It is disabled by default so you need to enable it first if you need to zoom in on your report.

It has the following components:

  • Slider: It allows you a slider functionality using which you can scroll through the zoomed-in version of your report (Scatter Plot). If it is not enabled then you can only view a static zoomed-in part of your report output.

  • Start %: It allows you to set the starting point of your Scatter Plot report from where you want to zoom in.

  • End %: It allows you to set the end point of your Scatter Plot report up to which you want to zoom in.

For eg: If you have created a Scatter Plot that has too many data points resulting in an overcrowded chart and now you want to zoom in to see the proper trend in the 2nd quarter of the Scatter Plot you can easily do that by passing the Start % value as 25 and End % as 50 and click on Apply button. You then will have a zoomed-in version of your Scatter Plot showcasing the 2nd quarter trend.

Grid Offset: It allows you to adjust the chart grid as per your need. It has 4 offset types: Right, Left, Top, and Bottom.

Field Formatting: This allows you to format field values in selected measure columns as per your requirement. It involves changing the field values like the field value's display units, the number of decimal places, adding any prefix or suffix, etc.

Gridlines

Here you can configure the appearance of the gridlines in the chart background. You can customize the vertical & horizontal gridlines separately.

For each,

  • You can choose to show or hide them using the toggle their toggle switch.

  • You can also configure the line width and the color of the line.

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