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 Quickbase 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:
In this article
Create a bubble chart
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Open the table in the sidebar, click Reports and then click + New report.
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Select Chart and click Create.
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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. -
Select Bubble as the chart Type.
Set up chart details
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.
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 selecting an option in the Group by list and re-displaying your chart.
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.
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.
Remember to label the 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.
Add a report formula
You have to make a report formula and then its name appears in the list of available fields. Before the report formula:
Add filters
Filter to display only certain types of data or data that meets conditions you set.
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
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.