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

What is a Bubble Chart ?

A Bubble Chart provides a visual overview of your collection

Collection

A list of records in Kinabase, similar to a table in a spreadsheet or database.

data, where each record becomes a draggable bubble. Bubbles are automatically arranged into groups, making it easy to spot patterns and compare data across categories.

Why Use Bubble Charts?

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

Prerequisites

Your collection needs either:

Categorical fields (Stage, Option, Boolean, or Record fields) for grouping, or
Numeric fields for sizing bubbles

Using the Bubble Chart

1. Open the Bubble Chart

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

2. Configure the Display

Use the toolbar dropdowns to control how bubbles are displayed:

Group

Select a categorical field to group bubbles. Records with the same value will cluster together horizontally. Groups are labelled on the left side of the chart.

Off: All records appear in a single group labelled "All Collection Name"
Available fields: Stage fields, Boolean fields, Option fields, Record fields

Colour

Apply a secondary visual dimension by colouring bubbles based on your selected categorical field:

Off: Bubbles use their group's colour
Available fields: Option fields, Stage fields, Boolean fields, Record fields

Size

Control the size of each bubble based on your selected numeric field:

Off: All bubbles display at the same size
Available fields: Number fields, Probability fields, Rating fields

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 displays statistics on the right side:

Count: Number of records in the group
Sum: Total of the Size field values (when applicable)
Avg: Average of the Size field values

Supported Field Types

Grouping and Colour Fields

Option fields: Single-select dropdown options
Stage fields: Workflow stages
Boolean fields: Yes/No or True/False values
Record 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

Example Uses

Creative ways to use Bubble Charts

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

Bubble charts are great for:

Spotting outliers or big differences at a glance
Seeing both quantity (bubble size) and category (grouping) simultaneously
Identifying patterns across multiple dimensions of your data
Quick visual comparisons without creating formal reports

Download Options

Export your Bubble Chart for presentations or reports:

Click the Download dropdown in the toolbar
Choose your format:
- as SVG: Vector format, ideal for editing or high-quality print
- as PNG: Raster format, suitable for presentations and documents

Tips

Filters apply: The Bubble Chart respects your current view filters, so you can visualise subsets of your data
Record limit: For optimal performance, the Bubble Chart works best with up to 500 records
Bubble scaling: Bubble sizes automatically adjust based on the number of records displayed
Group ordering: Groups appear in the order defined by your field options (e.g., workflow stage order)

Enabling the Bubble Chart

If you don't see the Bubble Chart icon in your toolbar:

Open Collection Configuration (click ⋯ → Configure)
Navigate to Features → Tools
Toggle on Bubble Chart

The Bubble Chart requires your collection to have at least one categorical field (Option, Stage, Boolean, or Record) or one numeric field.

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

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

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

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