Bubble Chart

A bubble chart displays data across three or four dimensions, using the x and y axes for two, while the size and color of each bubble represent the remaining one or two.

A Bubble Chart visualizes data across three to four dimensions: two fields map to the X and Y axes, a third controls bubble size, and an optional fourth controls bubble color. This makes it ideal for showing relationships and distributions with an additional measure encoded visually (size/color). Bubble charts are frequently used in financial and portfolio analyses, risk vs. return comparisons, and multi-metric category comparisons.

Best use case:

  • When you need to compare three data series (X, Y, Size) and optionally a fourth (Color) in a single view.

  • Example: Plot Revenue (X) vs Profit (Y), with Market Cap (Size) and Sector (Color).

Default behavior:

  • The default Bubble chart renders bubbles at (X, Y) with a size proportional to the chosen size measure.

  • Color is optional; if assigned, each category/value receives a color per legend.

Apply Bubble Properties to a View

  1. On the Design page (Design canvas), select the Bubble chart.

  2. Map fields:

    • Category/Group (optional) – for color grouping and legend entries.

    • X – numeric/continuous axis.

    • Y – numeric/continuous axis.

    • Size – a numeric measure that controls bubble radius.

    • Color (optional) – dimension or measure to color bubbles.

  3. Open Chart Properties to configure appearance and behavior.

Chart Properties

General Settings

  • Base Type – Bubble rendering style:

    • Plain

    • Gradient

    • Ring

  • Order – Sequence for displayed data:

    • None

    • Ascending

    • Descending

    • Manual Sort (manually sort dimensions with indicators)

    When Ascending/Descending is selected, also configure:

    • Order By – Dimension or measure used for sorting.

    • Limit – Number of records (bubbles) to display.

  • Exclude Global Filter – Exclude this View from report-level filters.

  • Show Data Label – Display labels on bubbles.

  • Enable Base Zero – Force axes to start at zero (useful for consistent baselines).

  • Show Legend – Turn on/off legend.

    • Legend StyleFixed or Floating

    • Legend Font Size (Fixed only)

    • Legend OrientationVertical / Horizontal (Fixed only)

    • Legend Checkbox – Allow toggling series/categories via checkboxes.

View Filter

  • Filter – Choose a condition to limit chart data (e.g., filter by Region or Sector).

Note: The selected View Filter is applied after the View is added to the report.

Category Axis (X)

  • Title – Axis title (e.g., Revenue).

  • Axis Label – Show/hide labels.

  • Label Angle – Improve readability for dense category labels.

Value Axis (Y)

  • Title – Axis title (e.g., Profit).

  • Axis Label – Show/hide labels.

  • Format TypeNone, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion

  • Currency TypeNone, Rupees, Euro, Pound, USD, Yen, Cent

  • Precision – Decimal places (up to 5).

Insights

  • Text – Add commentary; wrap highlights in asterisks (e.g., 70%).

  • Font Size – Adjust text size.

  • Font Color – Choose text color.

  • Text AlignLeft / Right / Centre

  • PositionBottom / Right

Tips & Best Practices

  • Scale awareness: Bubble area encodes the size measure; ensure values are on a meaningful scale.

  • Avoid clutter: Apply limits or filters for large datasets; too many bubbles reduce readability.

  • Legend clarity: Use the Legend Checkbox so users can toggle categories for clearer comparisons.

  • Baseline choice: Use Enable Base Zero when comparing absolute magnitudes; disable if ranges are tight and context demands a zoomed view.

  • Labeling: Show Data Label selectively—labels on many bubbles can overlap; consider tooltips (if supported) instead.

  • Outliers: Very large bubbles can dominate; consider log scaling (if available) or cap/normalize size values upstream.

Common Workflow (Example)

  1. Select the Bubble chart.

  2. Map X = Revenue, Y = Profit, Size = Market_Cap, Color = Sector.

  3. Order By = Market_Cap, Descending; Limit = 20.

  4. Set Base Type = Gradient, Show Legend = Fixed, Horizontal.

  5. On Y axis: Format Type = Million, Precision = 1.

  6. Add Insights: “Top 20 companies by market cap; growth vs. profitability.”

  7. Save the View.

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