Symbol Map

Prerequisites

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

• Ensure that the geographical area field you want to add has been converted to geographic information. For more information, see Configure fields.

  Note

  For example, if the geographical area field you add to the chart is area, the field is converted to geographic information when the icon appears. For a mapping table with detailed information for each region, see public-area-info.xlsx. This file is for geographical area matching reference only and does not represent the political views of Quick BI.

Limitations

When creating a symbol map in area name mode, the map uses Area Name/Dimension and Tooltip/Measure:

• Area Name uses one dimension from your data, which must be a geographical field. For example, a province.

• Tooltip/Measure uses one to five measures from your data. For example, order amount and profit amount.

When creating a symbol map in longitude and latitude mode, the map uses Longitude and Latitude/Dimension, Location Tag/Dimension, and Tooltip/Measure:

• Longitude and Latitude uses one longitude and one latitude field from your data.

• Location Tag is an optional dimension. It supports string and geographical dimension types.

• Tooltip/Measure uses one to five measures from your data. For example, order amount and profit amount.

Chart overview

Use cases

Symbol maps work well for datasets that contain location data, displaying summarized, continuous information for specific regions.

Benefits

• Visual effects: Represents data points with icons or images.

• Interactive operations: Supports zooming, metric switching, and in-component data filtering.

Example

Configure chart fields

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

   

   • In the Geographic Information section, you can create the map in two ways: by area name or by 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 Tag/Dimension field is optional.

   • Symbol Type generates different symbol styles based on the selected dimension values. In the Dimensions list, double-click or drag the Store Type field to the Symbol Type/Dimension well.

   • In the Measures list, find the Order Amount field and double-click or drag it to the Tooltip/Measure well.

2. Click Update. The system automatically updates the chart.

   

   Note

   If area values in your data cannot be matched to the standard geographical names supported by the system, a prompt icon appears in the lower-right corner of the chart. Click the icon to view details about the data that failed to be displayed, which helps you troubleshoot and correct data issues.

   

   • On the Details of data that failed to be displayed page, you can view and copy the unmatched raw records. You can then use the copied content to batch-correct the data in the dataset's field configuration section.

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

Configure Styles

The following describes how to configure chart styles. For general style settings, see Configure the chart title area.

Geographical area

In the Map Area, set Display Range and Outline and Fill.

Basemap

In the Basemap settings, set whether to Show basemap, the Basemap style, and whether to Show global basemap.

Symbols

In Symbol, set the Symbol style, Symbol size, and Symbol opacity. The available options vary depending on the fields in the field panel.

• When a field is configured in Symbol Type/Dimension, the following settings are available.

  Setting	Description
  Symbol Style	You can select Asset or Image Field. Asset: Sets a different graphic pattern for each dimension value. You can select from built-in assets or upload custom images. Image Field: Fills symbols with images from an image field in the dataset. The Image Field option is available only if the dataset contains an image field of the image type (). When you upload custom images or use an image field, you can also set the image shape and display mode.
  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 configured in Symbol Type/Dimension, the following settings are available.

  Setting	Description
  Symbol Style	Sets the style for all symbols in the chart. You can select from built-in symbols or upload a custom image. You cannot configure a separate style for each dimension value.
  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 Data Label, configure Show Data Label, Label Display Format, and Text Style.

Tooltip

Configure styles

Configure the visual styles of the symbol map below. For general chart style settings, see Configure the chart title area.

Geographical area

In the Map Area section, configure Display range and Outline and fill.

Basemap

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

Symbol

In the Symbol section, configure Symbol style, Symbol size, and Symbol opacity. The available settings depend on your field configuration.

• When a field is configured in Symbol Type/Dimension, you can configure the following settings.

  Parameter	Description
  Symbol style	You can select Material or Image Field. Material: Set a different pattern for each dimension value. You can use built-in materials or upload a custom image. Image field: Select an image from an image field in the dataset to use as the fill. The Image field option is available only if the dataset contains a field of the image type (). When you upload a custom image or use an image field, you can also configure the shape and display mode of the image.
  Symbol size	Set the size of the symbols in the chart.
  Symbol opacity	Set the opacity of the symbols in the chart.

• When no field is configured in Symbol Type/Dimension, you can configure the following settings.

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

Data label

In the Data Label section, configure Show Data Label, Label Display Format, and Text Style.

Tooltip

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

Metric selector

In the Metric selector section, enable the metric filter and set the default metric.

Advanced chart settings