This article will help you to create a Scatter Chart Visual dashboard item to data. A Scatter Chart is ideal to show the relationship between two variables.
Dashboard - Scatter Chart Visual
When creating a dashboard item it is important to know what you want to display. We recommend having some questions in mind of what you want the dashboard to show before you start creating it.
The Dataset used in this dashboard is a sample of a Human Resources data. The Dataset contains information about Age, Gender, Marital Status, Name of the employee, Department, City, etc.
I would like to find out the following from the Dashboard:
- What is the pay rate by department?
- How the performance is affected by the pay rate?
- To create this visual, begin by selecting Scatter Chart.
Binding Menu
- Use the Click here to bring up the Binding Menu. The Binding Menu allows you to create and modify the data selected for the dashboard.
X-Axis
- X-Axis section contains the data item against which the X-coordinates of data points are calculated.
Binding
- Select the value for the information you are going to show.
For the example above I am going to show the PerfomanceScore.
- You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
- Summary Type: Select which type of summary variable you would like.
- Count: Count all variables in the data.
- Count Distinct: Count all variable not repeated.
Options
- Caption: This is the heading for the X-Axis selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Format
- In this section, you have the option to select the format type and unit to the value.
Y-Axis
- Y-Axis section contains the data item against which the Y-coordinates of data points are calculated.
Binding
- Select the value for the information you are going to show.
For the example above I am going to show the PayRate.
- You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
- Summary Type: Select which type of summary variable you would like.
Options
- Caption: This is the heading for the Y-Axis selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Format
- In this section, you have the option to select the format type and unit to the value.
Weight
- Weight section contains the data item whose values are used to calculate the weight of data points.
Binding
- Select the value for the information you are going to show.
For the example above I am going to show the Employee Name.
- You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
- Summary Type: Select which type of summary variable you would like.
- Count: Count all variables in the data.
- Count Distinct: Count all variable not repeated.
Options
- Caption: This is the heading for the Weight selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Format
- In this section, you have the option to select the format type and unit to the value.
Arguments
- Arguments section contains data items that provide scatter chart arguments used to create data points.
Binding
- Select the value for the information you are going to show.
For the example above I am going to show the Department.
- You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
Options
- Caption: This is the heading for the Argument selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Data Shaping
- In this section, you can change the sort order of the value.
- Sort Order: You can select Ascending or Descending sort order.
- Sort By: Select the value you want to sort this data.
- Group Interval: You can set group intervals by alphabetical or none.
- Coloring: You can set the coloring options here.
Top N
- In this section, you can customize the display number of values that correspond to the highest or lowest values of a particular measure.
- Enable this option by clicking ON.
- Mode: Specifies whether top or bottom values should be displayed.
- Count: The number of Values you want to display.
- Measure: The measure selected which the top or bottom values will be determined.
- Show "Others" Value: If enabled, all values that are not shown in the top/bottom ones will be displayed in the "Others" value.
Hidden Dimensions/Hidden Measures
- This section is used to utilize a field without displaying in the dashboard item. Adding the Hidden dimension or measure, you can sort any values in the data by that specific dimension/measure.
- This section is to sort or filter the visual dashboard in order to get more detailed analysis.
- You can use Hidden Dimensions/ Hidden Measures with the following sections:
- Data/Filtering
- Data Shaping
- Common
- Top N
In this example, we want to sort the Department by Employees age.
- After the data is added in the Hidden Measure, select the argument and/or values you want to filter.
In this case, I want to sort Department by Employee age. In the Arguments section select Department and click Data Shaping. In Data Shaping, go to the Sort By section and select Age.
Interactivity Menu
- The interactivity features enables interaction between several variable in the Scatter Chart.
Master Filter Mode
This mode allows you to use any data aware item ad a filter for other dashboard items.
- None: Disables master filtering.
- Single: Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it.
- Multiple: Allows you to select multiple elements in the Master Filter item. To reset filtering, use the Reset Multiple Selections button in the Treemap.
Drill Down
- This mode allows you to change the detail level of the data displayed. Drill-Down enables users to drill down to display detail data, or drill up to view more general information.
- Drill Down in Scatter Chart requires more than one value in the Argument section.
Ignore Master Filters
- You have the option to enable or disable Master Filters.
Cross-Data-Source Filtering
- In this mode, when different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources.
Options Menu
Common
- In this section, you have the option to edit the caption or to enable or disable.
It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
- Rotated: You can rotate the Axis by clicking ON.
Axis X
- Reverse: You can reverse the X- Axis by clicking ON. The X-Axis values will be ordered from right to left.
- Grid Lines: You can enable or disable the grid lines.
- Visible: You can enable or disable the X-Axis information.
- Title: You can enable or disable the X-Axis Title.
- Title Text: You have the option to edit the title of the X-Axis.
- Logarithmic Scale: You have the option to set the X-Axis to logarithmic scale.
- Logarithmic Scale Base: If Logarithmic Scale is ON, you can specify the logarithmic base here.
- Format: You have the option to select the format type and unit to the value.
Axis Y
- Always Show Zero Level: You can enable or disable the zero level on Y-Axis.
- Reverse: You can reverse the Y- Axis by clicking ON. The Y-Axis values will be ordered from right to left.
- Grid Lines: You can enable or disable the grid lines.
- Visible: You can enable or disable the Y-Axis information.
- Title: You can enable or disable the Y-Axis Title.
- Title Text: You have the option to edit the title of the Y-Axis.
- Logarithmic Scale: You have the option to set the Y-Axis to logarithmic scale.
- Logarithmic Scale Base: If Logarithmic Scale is ON, you can specify the logarithmic base here.
- Format: You have the option to select the format type and unit to the value.
Labels
- In this section, you can specify which information should be displayed in the point labels.
- Show Point Labels: You can enable or disable point labels contents.
- Content: If Show Point Labels is ON, you may select which o type of description you want to show in Point labels.
- Argument: Point Label will be displayed with the Arguments section data.
- Weight: Point Label will be displayed with the Weights section data.
- Value: Point Labels will be displayed with the Value section data.
- Argument and Weight: Point Labels will be displayed with the argument and weight section value.
- Argument and Value: Point Labels will be displayed with the argument and value section value.
- Overlapping Mode: You can enable or disable the overlapping mode.
- Orientation: You can set up the point labels orientations here.
- Position: You can set the point labels content inside of the bar or outside.
Legends
- Legend is where identifies chart series and series points.
- Show Legend: You can enable or disable the legend.
- Inside Diagram: You can set the legend inside or outside the Chart.
- Position: You can set up legend's position and orientation.
Coloring
- You can change or enable colors to the arguments and values in the Scatter Chart Visual. You can change the default palette used to color Scatter chart tiles. For this, go to Color Scheme section.
Color Scheme
- In order to change the color to each argument click on the edit button next to the argument.
- Select the color you want and click Confirm to change the color.
- Color Scheme Type
- Global: This color scheme provides consistent colors for identical values across the dashboard.
- Local: This color scheme provides an independent set of colors for each dashboard item.
Convert To Menu
- In this section, you have the option to convert or duplicate the current dashboard item.
Remove Button
- Click on the remove button to delete the current dashboard item.