Bubble Chart
Visualise records as interactive bubbles grouped by category
The Bubble Chart tool displays records
What is a Bubble Chart?
A Bubble Chart provides a visual overview of your collection
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 a 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 a 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
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.
Read our guide on Data Visualisation Tools to learn about other ways to explore your collection data.