Create a scatter chart

Use a scatter chart to show correlations and relationships within your data. Scatter charts help you visualize how one data set (the x axis) affects the resulting data set (the y axis). For example, you could use a scatter chart to show how project cost affects return on investment (ROI).

You can also use a scatter chart to see trends and outliers at a glance.

For example, you might use a scatter chart to visualize how your team's actual ticket resolution times compare to their estimated resolution times.

Like all Quickbase charts, scatter charts are interactive; select a point on the chart to view the record(s) associated with it. You can also apply dynamic filters to scatter charts.

To print your chart or save it as an image, select the menu in the top right of the chart:

Create a scatter chart

1. Open the table from the sidebar, select Reports and then select + New report.

2. Select Chart and select Create.

3. In the Basics section, Name your chart and give it a Description.

   Tip

   Select Show description on chart page so others can easily understand the purpose of your chart.

4. Select Scatter as the chart Type.

Set up chart details

Decide what this scatter chart will show:

Data values on x axis

Select the field whose values you want to display on the x axis. Select to group values in intervals or set amounts in the Group by list, or select None if you don't want to group values. Selecting None means all data points will display at their actual values, not as summed or averaged values.

Data values on y axis

Select the field whose values you want to display on the y axis. You can use the plus () and minus ()  icons to add and remove values from the y axis.
If you choose a Group by option (other than None), select to display data points at summed or averaged values. 

To customize your chart even more, set minimum and maximum y-axis values for both the primary and secondary y axis.

When you add a min/max value, Quickbase's default axis calculation is overridden. If you only apply a min or max (not both), the blank axis uses Quickbase's default axis calculation.

The min/max is shown on:

• New-style standalone charts

• Charts on the latest version of dashboards

• Charts embedded on forms (including when the forms are printed)

• Charts included in custom emails

• Charts included in document templates

 The min/max will not show on:

• Legacy charts

• Charts on legacy forms

Legacy charts display the Quickbase default axis calculation. In other words, they will continue to render as they previously have. 

Tip

Remember to label the x and y axes; this helps others understand your chart.

Series

Select a column if you'd like to display y-axis values in a series. A series lets you plot different y axis points for separate categories. Select how to group and display the series of values. You can display either multiple y axis fields or a series.

Sort

Decide how to sort your scatter chart.

Data labels

Select to display data labels. You can choose to display the value or the value as the percent of the series.

Add a report formula

If you selected to measure a Calculated column while setting up your chart, select define a calculated column, label it, define the formula, and select the type.

You have to make a report formula and then its name appears in the list of available fields. Before the report formula:

After the report formula has been created:      

Add filters

Filter to display only certain types of data or data that meets conditions you set. (You can apply dynamic filters to the chart at any time.)

Save and share the report

If you are not an app admin, you can only save the chart as Personal (only you can view it).

If you have permissions to create Shared reports, you can make the report Shared (others can view it). Optionally, you can also assign the report to a group.

Examples

This scatter chart shows how each developer's actual ticket resolution time compares to estimated resolution time.

The chart is defined as follows:

• Estimated Time displays on the x axis. It is not grouped, so a point displays on the chart for each time estimate.

• Actual Time displays on the y axis.

• A series is defined based on the Developer field.

This scatter chart shows math and verbal test scores colored by gender.

The chart is defined as follows:

• Math Score displays on the x axis. They are not grouped, so a point displays on the chart for each actual score, displayed from low to high.

• Verbal Score displays on the y axis.

• A series is defined based on Gender.