s as interactive bubbles on a canvas. Each bubble represents a record, and you control how bubbles are grouped, coloured, and sized based on your data.

Why use Bubble Chart?

See the big picture: understand how records are distributed across categories.
Spot outliers: large or isolated bubbles stand out, helping you identify exceptions.
Compare groups: quickly see which categories have more records or higher values.
Interactive exploration: drag bubbles and hover for details without switching views.

1. Prerequisites

Your Collection

Collection

A container for records in Kinabase, similar to a table in a spreadsheet or database, used to organise one type of data such as Projects or Contacts.

needs either:

Categorical fields (Stage, Select, Yes / No, or Linked Collection fields) for grouping, or
Numeric fields for sizing bubbles.

2. Using the Bubble Chart

1. Open the Bubble Chart

From your collection, click the Bubble Chart icon in the toolbar to open it in the side pane.

2. Configure the display

Use the toolbar dropdowns to control how bubbles are displayed:

Group - a categorical field to cluster bubbles by. Records with the same value cluster together, labelled on the left of the chart. Set to Off to show all records in a single group, or select a Stage, Yes / No, Select, or Linked Collection field.
Colour - a secondary categorical field used to colour the bubbles. Set to Off to use each group's colour, or select a Select, Stage, Yes / No, or Linked Collection field.
Size - a numeric field that controls the size of each bubble. Set to Off for bubbles of a uniform size, or select a Number, Probability, or Rating field.

3. Interact with bubbles

Hover over a bubble to see a tooltip with record details.
Click a bubble to open the record's detail pane.
Drag bubbles to rearrange them on the canvas.

4. View statistics

Each group shows statistics on the right: Count (number of records), Sum, and Avg (average) of the Size field's values, when applicable.

3. Supported field types

Grouping and Colour fields

Select fields - single-select dropdown options.
Stage fields - workflow stages.
Yes / No fields - Yes/No values.
Linked Collection fields - linked records from other collections.

Size fields (numeric)

Number fields - any numeric value.
Probability fields - percentage values.
Rating fields - star ratings or numeric scores.

4. Example uses

Creative ways to use Bubble Chart

Sales pipeline: group deals by stage, size by value, colour by probability.
Project portfolio: group projects by status, size by budget, colour by priority.
Asset management: group equipment by type, size by value, colour by condition.
Team workload: group tasks by assignee, size by estimated hours, colour by priority.
Customer analysis: group accounts by region, size by revenue, colour by industry.

5. Download options

Export your Bubble Chart for presentations or reports:

Click the Download dropdown in the toolbar.

2. Select a format

as SVG - vector format, ideal for editing or high-quality print.
as PNG - raster format, suitable for presentations and documents.

6. Tips

Filters apply: Bubble Chart respects your current view filters, so you can visualise a subset of your data.
Record limit: Bubble Chart displays a maximum of 500 records.
Bubble scaling: bubble sizes automatically adjust based on how many records are displayed.
Group ordering: groups appear in the order defined by your field's options - for example, workflow stage order.

7. Enabling the Bubble Chart

If you don't see the Bubble Chart icon in your toolbar, an admin needs to turn it on.

Select the collection, click the options menu (⋯), select Configure, then under Display, select Tools. See Enabling tools for the full walkthrough.

Bubble Chart requires your collection to have at least one categorical field (Select, Stage, Yes / No, or Linked Collection) or one numeric field.

Using Kinabase's Bubble Chart tool helps you explore your data in interactive, visual ways - seeing both quantity and category simultaneously, and identifying patterns across multiple dimensions of your data.

Read our guide on Tools to learn about other ways to explore your collection data.

Need more help? Ask your System admin, or contact our support team via Help & Support.

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