# Bubble Chart

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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 Style** – **Fixed** or **Floating**
  * **Legend Font Size** (Fixed only)
  * **Legend Orientation** – **Vertical** / **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**).

{% hint style="info" %}
**Note:** The selected **View Filter** is applied after the View is added to the report.
{% endhint %}

#### 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 Type** – **None, Auto, Percent, Thousand, Lacs, Crore, Million, Billion, Trillion, Quadrillion**
* **Currency Type** – **None, 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 Align** – **Left / Right / Centre**
* **Position** – **Bottom / 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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