Symbol Map

Prerequisites

• You have created a dashboard. For more information, see Create a dashboard.

• Ensure you have converted the desired geographic area field to geographic information. For more information, see Configure fields.

  Note

  For example, if you add a geographic field named area to the chart, the icon appears only after the field is successfully converted to geographic information. For a detailed reference table of geographic areas, see public-area-info.xlsx. This table is for geographic area matching reference only and does not represent the political views of Quick BI.

Limitations

• In Area Name mode, a Symbol Map is configured with the following fields: Area Name/Dimension and Tooltip/Measure:

  • Area Name: Requires one geographic dimension, such as a province.

  • Tooltip/Measure: Requires one to five measures, such as order amount and profit amount.

• In Longitude and Latitude mode, a Symbol Map is configured with the following fields: Longitude and Latitude/Dimension, Location Label/Dimension, and Tooltip/Measure:

  • Longitude and Latitude: Requires a longitude dimension field and a latitude dimension field.

  • The location label is an optional field that supports string and geographic dimension types.

  • Tooltip/Measure: Requires one to five measures, such as order amount and profit amount.

Chart overview

Use cases

Symbol Maps are ideal for visualizing datasets with geographic data. They are typically used to display data aggregates for specific regions.

Benefits

• Visual effects: Add icons or images as markers.

• Interactive features: Zoom by area selection, switch metrics, and filter data directly on the chart.

Example

Field configuration

1. On the Fields tab, select dimension and measure fields:

   

   • Geographic information can be created by using an area name or longitude and latitude.

     • If you select Area Name, double-click or drag the Area field to the Area Name/Dimension well.

     • If you select Longitude and Latitude, double-click or drag the longitude and latitude fields to the Longitude and Latitude/Dimension well. The Location Label/Dimension well is optional.

   • To use different symbol styles for different dimension values, from the Dimensions list, double-click or drag a dimension such as the Store Type field to the Symbol Type/Dimension well.

   • From the Measures list, find order_amount and double-click or drag it to the Tooltip/Measure well.

2. Click Update to refresh the chart.

   

   Note

   If an area value in your data does not match a standard geographic name supported by the system, an alert icon appears in the lower-right corner of the chart. You can click the icon to view details of the unmapped data and resolve the mismatches.

   

   • In the Details of Data Not Displayed dialog box, you can view the details of the unmatched data and copy it with one click. You can then navigate to the Match Geographic Data settings of the dataset to perform batch corrections.

   • After the configuration is complete, the map data is displayed correctly.

Style configuration

This section describes how to configure the chart style. For information about general chart style settings, see Configure the title section.

Geographic area

In the Map Area section, configure Display Range and Outline and Fill.

Basemap

In the Basemap section, configure whether to Show Basemap, the Basemap Style, and whether to Show Global Basemap.

Symbol

In the Symbol section, configure the Symbol Style, Symbol Size, and Symbol Opacity. The available configuration items vary depending on the fields configured in the field wells.

• When you add a field to the Symbol Type/Dimension well, the following options are available.

  Parameter	Description
  Symbol style	You can select either Material or Image Field. Material: Set a different shape for each dimension value. You can use built-in materials or upload custom images. Image field: Select an image from the image field in the dataset. The Image field option is available only if the dataset contains an image field and the field type is image (). For more information, see Use image dimensions in dashboards. When you upload custom images or use an image field, you can also set the shape and display mode of the images.
  Symbol size	Sets the size of the symbols in the chart.
  Symbol opacity	Sets the opacity of the symbols in the chart.

• When no field is added to the Symbol Type/Dimension well, the following options are available.

  Parameter	Description
  Symbol style	Set the style for all symbols in the chart. You can choose a built-in symbol or upload a custom image. You cannot configure styles for individual dimension values.
  Symbol size	Sets the size of the symbols in the chart.
  Symbol opacity	Sets the opacity of the symbols in the chart.

Data label

In the Data label section, configure Show data labels, Content, and Text style.

Tooltip

In the Tooltip section, click the icon to enable tooltips and configure their style.

Metric switcher

In the Metric Switcher section, you can enable the switcher and select a default metric to display.

Advanced settings