Help & Support

Data Visualisation Tools

Explore and present your data with interactive visualisations


Kinabase provides a suite of data visualisation tools that help you explore, analyse, and present your collection

data in engaging ways.

These tools are available from the collection list view and can be enabled or disabled per collection by administrators.


Available Tools

Map

Plot records with location data on an interactive world map. Ideal for understanding geographic distribution of your data.

Bubble Chart

Visualise records as interactive bubbles, grouped and sized by your chosen fields. Great for spotting patterns and comparing data across categories.

Word Cloud

Display text data and categories as a visual cloud where word size indicates frequency. Perfect for identifying common themes and patterns.

Mind Map

Visualise record relationships in an interactive mind map. Great for exploring connections and hierarchies in your data.

Record Roulette

Randomly select records with a fun spin animation. Useful for fair selection, gamification, or simply adding some fun to your workflow.

Leaderboard

Rank colleagues by a selected numeric field from your records. Display your top three colleagues on a podium. Useful for tracking performance, rankings, or priority.


Enabling Tools

Tools must be enabled on each collection before they become available. To enable a tool:

  1. Open Collection Configuration
    • Click the ⋯ (options menu) in the top-right of the collection view
    • Select Configure
  2. Navigate to Tools
    • Under the Display section, click Tools
  3. Enable the Tools You Need
    • Toggle on the tools you want to make available
    • Configure any tool-specific settings using the cog icon

Tool Requirements

Please note: Some tools require specific field types.

For example, the Map tool requires at least one Location field, and the Bubble Chart requires either categorical or numeric fields.

If a tool shows as 'Unavailable', it means your collection does not meet the requirements for that tool. Hover over to find out why.


Using Tools

Once enabled, tools appear in the collection toolbar:

  1. Open a Collection
    • Select the collection from the sidebar
  2. Click a Tool Icon
    • Tool icons appear in the toolbar at the top of the collection list
    • Click a tool icon to open it in the side pane
  3. Interact with the Visualisation
    • Each tool provides its own controls and options
    • Click records within the visualisation to view their details
    • Use the Back button to return to the collection list

Availability by Collection

Not all tools are available for every collection.

Availability depends on your field types:

IconToolRequirement
MapAt least one Location field
Bubble ChartCategorical fields (Stage, Option, Boolean, Record)
or Numeric fields
Word CloudText, Option, Multi-Option, Record, or Multi-Record fields
Mind MapAt least one self-referencing record field.
Record RouletteAlways available (must be enabled in settings)
LeaderboardRequires a colleague field and at least one numeric field

If a tool is unavailable for your collection, it will show as 'Unavailable' in the Data Visualisation Tools settings with an explanation of what's required.


Best Practices

  • Enable only what you need: Keep the toolbar uncluttered by enabling only the tools your team will actually use
  • Consider your data: Choose tools that match your data types - Map for locations, Word Cloud for text, Bubble Chart for categories and numbers
  • Customise settings: Take time to configure tool settings for the best visualisation of your specific data

Read our Reporting and Creating Charts guides for more ways to visualise your data.

Using Kinabase's data visualisation tools helps you explore your data in interactive, visual ways – whether you're plotting locations on a map, identifying patterns in bubble charts, spotting common themes in word clouds, or adding some fun with record roulette.

For more help or to report issues, contact your System Admin or contact our Support Team.