Bubble Chart

Bubble charts are a visualization used to display relationships between three quantitative variables in a two-dimensional space. Each bubble represents a data point, with its position determined by the x-axis and y-axis values, and its size representing a third variable. This makes bubble charts ideal for showing patterns, correlations, and the relative importance of data points within a dataset.

You can use bubble charts to visualize how three different measures interact — for example, comparing Sales Amount(x-axis) and Profit (y-axis), while using Order Quantity or Market Share as the bubble size.

This article explains the requirements for creating bubble charts and provides an overview of key properties and configuration options available in Wyn Notebooks.

You can use bubble charts to display multidimensional relationships such as comparing Sales Amount, Profit, and Order Quantity by Product Category, exploring Revenue, Customer Count, and Market Share by Region, or analyzing Standard Cost, List Price, and Inventory Quantity across Product Subcategories.

This topic explains how to create and customize charts and explains the most frequently used properties. Refer to the reference for all the column chart properties and configuration options.

Create a Bubble Chart

To create a bubble chart, click on the Plus (+) button, opening the dropdown from which you can select your chart.

Bind Data to Bubble Chart

For a basic bubble chart, you need to determine the following bindings:

X-Axis: The numeric field displayed along the x-axis. Typically represents a quantitative measure such as Sales Amount, Standard Cost, or Revenue.
Y-Axis: The numeric field displayed along the y-axis. Typically represents another measure such as Profit, Margin, or List Price.
Size: The measure that determines the size of each bubble. Larger or smaller bubbles visually indicate higher or lower values for this field, such as Order Quantity or Market Share.
Legend (Series): The categorical dimension used to differentiate groups of bubbles by color, such as Region, Product Category, or Customer Segment.

Once your data source is selected, all data attributes appear in the Data Binding tab. You can drag the following to the binding slots of the chart:

Data attribute: Drag and drop any field from the data source.
Measure: Hover over the data source table name, click the gear icon (⚙), and select Add measure…. Define a name and an expression, click OK, then drag the measure to a binding slot.
Calculated column: Hover over the data source table name, click the gear icon (⚙), and select Add calculated column…. Define your calculation, click OK, then drag it to a binding slot.

Add Aggregations

You can control how data is aggregated and labeled in the chart:

Aggregation method: Click the gear icon (⚙) next to a bound data attribute, and select an aggregation type (e.g., Sum, Average, Count).
Rename data attribute: Click the gear icon (⚙) next to a bound data attribute and select Rename to modify how it appears in the chart.

Set Chart Title

By default, Wyn generates a chart title based on the selected data attributes.

You can modify this title in the Inspector Panel:

Click the gear icon (⚙) next to the Data Binding tab to open the Inspector Panel.
Under Title, type a custom title for your chart.

Note: Once a custom title is entered, changes to the data attributes will no longer automatically update the chart title.

To include more details in the chart’s tooltip, drag one or more data attributes into the Tooltip binding slot.

Tooltips appear when hovering over bubbles, providing contextual details such as category name, x-value, y-value, and size value without cluttering the chart area.

Customize Colors

You can adjust the color scheme of your bubble chart in Inspector Panel > Chart Style > Palette.

Choose from:

Theme: A seven-color palette based on your dashboard theme.
Standard: A set of predefined seven-color palettes.
Custom: Define your own palette to match brand colors or visualization standards.

Build a Chart Trellis

A trellis column layout (also known as a small multiples view) creates a set of individual charts arranged horizontally. Each chart represents a subset of the data, determined by the field you assign.

To create a series of trellis column charts, drag a data attribute into the Trellis Columns binding slot. Each unique value in that field generates a separate chart displayed in columns across the dashboard.

A trellis row layout arranges multiple charts vertically, each showing a subset of data for a particular category or group.

To create a series of trellis row charts, drag a data attribute into the Trellis Rows binding slot. Each unique value generates an individual chart displayed in rows down the dashboard.