Configure data and styles for scatter charts-Quick BI(Quick BI)-阿里云帮助中心

Prerequisites

A dashboard is created. For more information, see Create a dashboard.

Overview

Scenarios

Two sets of data form coordinate points whose distribution reveals whether variables are correlated and what pattern the distribution follows.

Purpose: A scatter chart helps you identify:
- Whether a quantitative correlation exists between variables.
- Whether the correlation is linear or curved.
- Whether outliers exist. Outliers are points that deviate from the majority and may significantly affect modeling results.
Benefits
- Computing capability: The conversion rate is automatically calculated.
- Data visualization: A scatter chart can be displayed dynamically based on the timeline of data.
Example

Usage Notes

You configure a scatter chart using the following fields: X-axis/dimension or measure, Y-axis/measure, Category/dimension, Color/dimension or measure, Shape/dimension, and Playback Timeline/time dimension.

For the X-axis, you can add at most one dimension or one measure.
For the Y-axis, you can add at most one measure.
For the category, you can add at most one dimension.
For the color, you can add at most one dimension or one measure.

This field can share a value with the X-axis, Y-axis, or Category field. It is available only when the Category/dimension area contains a field.
For the shape, you can add at most one dimension. Available only when the Category/dimension area contains a field.
For the Playback Timeline, you must add a time-based dimension.

Note
You can enable the Playback Timeline only when both the X-axis and Y-axis contain measure fields.

Configure a Scatter Chart

On the Fields tab, select the dimension and measure fields that you need:
- From the Measures list, find Profit Amount, and then double-click or drag it to the Y-axis/measure area.
- From the Measures list, find Order Amount, and then double-click or drag it to the X-axis/dimension or measure area.
- From the Dimensions list, find Province, and then double-click or drag it to the Category/dimension and Color/dimension or measure areas.
- From the Dimensions list, find Order Date (year), and then double-click or drag it to the Playback Timeline/time dimension area.
Click Update. The chart updates automatically.

Configure the Style of a Scatter Chart

For general chart style settings, see Configure the chart title area.

You can enter a keyword in the Search box at the top of the configuration pane to quickly find a setting. You can also click the icon to Expand/Collapse all categories.

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Chart Area

In the Chart area section, you can configure Color Scheme, Bubble Size, and enable the four-quadrant feature.

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If you add a measure field to the Color/dimension or measure area, you must set the Data Mapping Range for the measure.
You can enable the four-quadrant feature only when both the X-axis and Y-axis contain measure fields.
If you add a field to the Shape/dimension area, you can specify a different bubble shape for each field value.

Axis

In the Axis section, configure the styles of the axes.

Component	Setting	Description
X-axis	Show X-axis	Shows or hides the X-axis.
	Show Title and Unit	Shows or hides the axis title and unit. You can also configure their names, positions, and text styles.
	Show Axis Label	Shows or hides labels on the X-axis. If enabled, the following settings are available: If the X-axis contains a measure field, you can configure the axis label display format and text style. The display format can be set to Auto or Custom. The default mode is Auto. In this mode, the axis label inherits the data display format settings of the measure field on the X-axis. In Custom mode, click the icon to open the Data Display Format Settings dialog box and configure the format. For more information about the options, see Data display format > Custom. If the X-axis contains a dimension field, you can only configure the text style of the labels.
	Show Tick Marks	Shows or hides tick marks on the X-axis.
	Show Axis Line	Shows or hides the axis line. You can configure its line style, width, and color.
	Show Gridlines	Shows or hides gridlines for the X-axis. You can configure their line style, width, and color.
	Axis Range and Interval	You can set the Maximum/Minimum values for the axis range automatically (Auto) or manually. You can set a Custom Interval by step value or by number of divisions.
Left Y-axis	Show Left Y-axis	Shows or hides the left Y-axis.
	Show Title and Unit	Shows or hides the axis title and unit. You can also configure their names, positions, and text styles.
	Show Axis Label	Shows or hides labels on the left Y-axis. If enabled, you can configure the axis label display format and text style. The display format can be set to Auto or Custom. The default mode is Auto. In this mode, the axis label inherits the data display format settings of the measure field on the Y-axis. In Custom mode, click the icon to open the Data Display Format Settings dialog box and configure the format. For more information about the options, see Data display format > Custom.
	Show Tick Marks	Shows or hides tick marks on the axis.
	Show Axis Line	Shows or hides the axis line. You can configure its line style, width, and color.
	Show Gridlines	Shows or hides gridlines for the axis. You can configure their line style, width, and color.
	Axis Range and Interval	You can set the Maximum/Minimum values for the axis range automatically (Auto) or manually. You can set a Custom Interval by step value or by number of divisions.

Legend

In the legend section, click the icon to enable the chart legend and configure its style.

Parameter	Description
Content	Lists the dimension fields added to the Color and Shape areas. Select or clear checkboxes to show or hide legend items in the chart.
Position	Sets the position and alignment of the legend. If you select Top or Bottom, you can align the legend to the left, center, or right. If you select Left or Right, you can align the legend to the top, center, or bottom. You can also set the distance between the legend and the chart content. Note When a field is added to the Playback Timeline, the legend can only be positioned at the Top.
Text	Sets the text style of the legend, including font color, size, weight, and slant.
Mobile Legend	Legend settings for PC and mobile views are independent. Switch to the mobile view by clicking the PC/mobile toggle button () at the top of the dashboard editor. You can then configure the content, position, and text styles specifically for the mobile legend.

Data Labels

In the data labels section, configure the visibility, position, and style of data labels.

Parameter	Description
Show All	When enabled, label positions are automatically adjusted to prevent overlap. If labels exceed the axis area, some may be hidden. You can also select Allow data labels to overlap.
Content	Sets the content displayed in the labels.
Position	Sets the position of the labels. Note You cannot adjust the Position when a field is added to the Playback Timeline/time dimension area.
Text	Sets the text style of the labels.

Tooltip

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

Parameter	Description
Background Color	Sets the background fill color of the tooltip.
Text	Sets the text style within the tooltip, including font color, size, weight, and slant.
Mobile Tooltip	Tooltip settings for PC and mobile views are independent. Switch to the mobile view by clicking the PC/mobile toggle button () at the top of the dashboard editor to edit mobile tooltips. The font size can be set separately for PC and mobile, while other styles are shared.

Series Settings

In the series settings section, configure the series style.

Auxiliary Display

In the Auxiliary display section, configure the Playback Timeline:

Select Auto Playback When Page Loads to play the animation automatically when the report loads.
Select Loop to play the animation continuously.
Select Show Current Time Value to display the corresponding time value during playback.
Enable trajectory drawing. You can click a data point to select it. After playback starts, the system draws a trajectory in the order of the Playback Timeline. For example, if you click the data point for the South China region, the chart draws the trajectory line across the years 2013 to 2021. To cancel the trajectory, click the same data point again or click an empty area of the chart.

Chart Analysis Configuration

Category	Name	Description
Interaction	Drill-down	After configuring drill-down fields, you can set the display style for the drill-down hierarchy.
	Filter interaction	Links multiple charts so that selecting data in one chart filters data in the others. For more information, see Filter interaction.
	Hyperlink	Links to other dashboards for cross-dashboard data analysis. For more information, see Hyperlink.
Analytical Guidance	Reference line	Reference lines mark a fixed or calculated value (average, maximum, minimum, or median) to highlight how measure values compare against a baseline. For more information, see Metric analysis.
Analytical Guidance	Trendline	A trendline shows the overall direction of the selected data. Supported types: Intelligent, Linear, Logarithmic, Exponential, Polynomial, and Power. For more information, see Metric analysis. Note A trendline can be used only when the Playback Timeline is disabled and both the X-axis and Y-axis contain measure fields.

Limits

You configure a scatter chart using Y-axis/measure, X-axis/dimension or measure, Category/dimension, Color/dimension or measure, and Playback Timeline/time dimension.

You can specify only one measure for Y axis (Mea.).
You can specify only one measure or one dimension for X axis (Dim. or Mea.).
You can specify only one dimension for Category (Dim.).
You can specify only one measure or one dimension for Color (Dim. or Mea.).

Color (Dim. or Mea.) can share the same dimension or measure with Y axis (Mea.), X axis (Dim. or Mea.), or Category (Dim.).
You can specify only one dimension for Playback Timeline/Time Dimension. The dimension must be a time field.

Note
Playback Timeline/Time Dimension is applicable only when you specify measures for both Y axis (Mea.) and X axis (Dim. or Mea.).

What to do next

You can share the dashboards that you created. For more information, see Share a dashboard.
To build a menu-driven portal for thematic analysis, integrate your dashboards into a BI portal. For more information, see Create a PC BI portal.