Scatter Chart

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Scatter chart we can find in dashboard components.

It is used to display data from two levels of grouping to plot two numerical summaries against one another.

For example, to see how stage duration correlates with the number of activities for opportunities, group your report by Opportunity Name and plot the scatter chart by the grouping. Then set X-Axis on the chart to Record Count and Y-Axis to Stage Duration. The chart will show a dot for each opportunity. You can tell at a glance if the stage duration is shorter for opportunities that have more activities.

Because a scatter chart shows data grouped by summarized values, you need at least one grouping in your report. Choose a report format that allows groupings, such as, summary, matrix, or joined. You also need at least one summarized field in the report to show data on the axes of the chart. Otherwise, the chart will show record count on the axes. Scatter charts automatically show data from the source report or you can manually choose what information to display for groupings and summaries.

 

If your source report has The X-axis automatically displays The Y-axis automatically displays
No summary Fields Record Count Record count.
One or more summary fields First summary 1)       Either record count or the second summary in report charts.

2)       The first summary in dashboard charts even if the source report has multiple summaries. But you can manually choose a different summary to show on the axis.

 

While Setting scatter chart –

  • we can display maximum number of dots to show on the chart –

For Example we set it to 10 dots these are the top 10 ascending values in the grouping used by the Plot By field of the scatter chart.

  • we can show details such as values or labels when hovering over chart.

 

Limitations of Using Scatter chart :-

It doesn’t show tabular reports.

You can’t sort by labels or values.

You can only change how Y-axis units are displayed.

You can manually define the range for Y-axis alone.

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Praveen Jagadale
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