Creating a bubble chart

Use a bubble chart to visualize three dimensions of data on a single chart. Select a field that determines the size of the bubble. Bubbles vary in size according to the values in this field.

Similar to a scatter chart, you can use a bubble chart to show relationships among your data and convey a large amount of numeric information quickly— like prospective sales opportunities per week by dollar amount, probability of close, and stage in the sales cycle.

Like all Quick Base charts, bubble charts are interactive; click a bubble to view the record(s) associated with it. You can also apply dynamic filters to bubble charts.

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

To create a bubble chart:
  1. Open the table in the table bar, click REPORTS & CHARTS and then click + New.

  2. Select Chart and click 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 Bubble as the chart Type.

  5. Decide what this bubble chart will show:

    • Data values on x axis: select the field whose values you want to display on the x axis.
      In the Group by list, select to group values in intervals or set amounts, or select None if you don't want to group values. Selecting None means bubbles will display at their individual, 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. If you choose a Group by option (other than None), select to display bubbles as summed or averaged values. You can display only single field on the y axis. If you want to display multiple y axes, try a scatter chart instead.

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

    • Bubble size: select the field that you want to determine the size of the bubble. Bubbles vary in size according to the values in this field.
      If you choose a Group by option (other than None), select to display bubbles as summed or averaged values. If you have no need for sizes, you can use a scatter chart instead.

    • Series: select a field 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.

    • Sorting: decide how to sort your bubble chart.

    • Data labels: check if you want to display data labels. You can choose to display the value or the value as the percent of the series.

  6. If you want to define a calculated column to display in the chart, select the calculated column, define the formula and select the type.

  7. Filter to display only certain types of data or data that meets conditions you set.

  8. Save the chart as Personal (only you can view it) or Common (others can view it). Optionally, you can also assign the report to a group.

Tip: If you selected None in the Group by list and your chart is displaying a lot of records, bubbles may overlap and become difficult to read. Try selection an option in the Group by list and re-displaying your chart.

Examples

The following bubble chart shows the sales opportunities per week by dollar amount, probability of close, and stage in the sales cycle.

This chart is defined as follows:

  • Close Date grouped by week, displayed from low to high on the x axis
  • Opportunity Amount summed on the y axis
  • Bubble size set by Probability of close, summed
  • A series that displays the Stage in the sales process

 

This bubble chart visualizes the cost of acquiring a customer to their lifetime value. This view can help you understand how your economics are trending.

 

Related Topics:

 

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