Creating a Dot Plot

A dot plot represents a measure by its individual data points (without aggregation). This type of chart can be useful when the dataset is very small, with fewer than approximately 20 data points for each dimension value.

Note: If the dataset contains too many records, the chart will not be able to display all of the data points.

In this example, you will create a dot plot that displays the companies in each state. Follow the steps below:

1. Create a new report and add a Chart to the report. Click on the Chart to open the Chart Editor.

2. In the Data Source panel, expand the 'Data Source' node, and expand the 'Orders' data source.

3. Expand the 'customers' query, and drag the 'state' field from the Data Source panel to the 'X' region of the Data panel.

4. Drag the 'customer_id' field from the Data Source panel to the 'Break By' region of the Data panel.

 

Alternatively, you can drag the 'customer_id' field to the 'Color', 'Shape', or 'Size' regions of the Visual panel if you wish to distinguish the data points using a visual format.

5. Press the 'Select Chart Style' button in the Data panel. Select the 'Point' type chart, and enable the 'Stack' option. Press the green 'Apply' button.

 

6. Press the 'Edit Measure' button next to 'customer_id'. Set the 'Aggregate' property to 'None', and press the green 'Apply' button.

 

7. Preview the report. You have now created a basic dot plot.

 

8. (Optional) Right-click on the chart and select 'Properties' from the context menu. This opens the 'Chart Properties' dialog box. In the diagram in the 'Chart Properties' dialog box, right-click the Y-axis title and select 'Hide Title' from the context menu. Press 'OK' to close the dialog box.

9. (Optional) Drag the 'company_name' field from the Data Source panel to the 'Break By' region of the Data panel. Place it under the existing 'customer_id' field.

 

This allows the chart tooltip to display both the 'customer_id' and 'company_name' values. (The tooltip is available when the report is displayed in the User Portal.)

 

To further customize the tooltip, see Custom Tooltip.

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