Creating Heat Map charts

Heat Map charts represents data in a tabular format with user-defined color ranges like low, average, and high. It is used to plot complex data like performance comparison of different companies, periodic table, employee attendance, or stock market investments.

When to use a Heat Map chart

Heat Map charts are particularly useful when you want to visualize trends and movements over time, where the dimension values are evenly spaced, such as months, quarters, or fiscal years, for example. The condensed color-coded format of the Heat Map chart makes the data easier to comprehend.

In addition, using the Heat map Legend properties, you can selectively hide or display a given range by specifying the number of buckets that allow 'switching off' all other ranges from the legend.

Creating heat map charts

1. On the toolbar, select + New Page from the Pages drop down, or on the Filters and Settings pane, select the Pages tabbed page and then click the + icon to create a new page.

2. Click the icon in the chart area and then select the Advanced tabbed page.

3. Select the Heat Map chart type or click theicon at the top right corner of the chart area and then select Heat Map to create a Heat Map chart.

4. From the Dimensions pane, specify a Heat Dimension 1 for the Heat Map chart.

5. Specify a Heat Dimension 2 for your chart.

6. Specify a Measure for your chart.

Optionally, specify a Legend Dimension for your chart.

7. In the Filters and Settings pane, select any of the following:

▪ Filters tabbed page to browse the chart dimensions using the Dimensions Browser.

▪ Pages to view all pages in the current report as thumbnails.

▪ Settings to define drill through, page, or report properties for the chart.

Before creating a visualization, it is recommended to select the Dimension Browser view by selecting the Filters tabbed page from the Filters and Settings pane. The Dimensions Browser enables you to easily drag and drop Dimensions or Measures from the Dimensions pane (depending on the chart type) into Dimensions, Measures, Legend, or Browsing Dimensions of the Dimension Browser.

Defining heat map chart properties

Envision allows you to define chart properties such as the color scheme, data format, legend, title, X axis, Y axis, border settings, and drill through.

The following table explains how to define these properties.

Title properties
Dialog	Property	Description
	Location	Select a location (left, center, right) for the title.
	Title	Click the indicator to display or hide the chart title. Specify a new title for your chart.
	Font	Select a font size and style (bold, italic) for the title.
Display properties
	Show X Axis	Click the indicator to display or hide the X-Axis.
	Show Y Axis	Click the indicator to display or hide the Y-Axis.
	Show outside border	Click the indicator to display or hide the outside border in the Heat Map.
	Color Scheme	Select a color scheme from the list of available color schemes.
	Format	Select a data format from the list of existing formats.
	Legend	Click the indicator to display or hide the legend.
	Separate negative values	Click the indicator to display or hide the negative values in the Heat Map.
	Title	Click the indicator to display or hide the chart title. Specify a new title for your chart.
Legend properties
	Buckets	Drag the Buckets indicator in the range 1-10 to display the specified number of buckets.
	Format	Select a data format from the list of existing formats.
	Legend	Click the indicator to display or hide the legend.
	Rows visible	Drag the indicator in the range 1-10 to display the number of visible legend rows.
	Location	Specify a location for the legend display (left, center, right).
	Font	Select a font size and style (bold, italic) for the legend.
X Axis properties
	Show X Axis	Click the indicator to display or hide the X-Axis.
	Rotation	Drag the indicator for rotating the labels for the X-Axis by 360 degrees, and for moving the X-Axis labels vertically and horizontally respectively.
	Static label length	Specify the static length for the X-Axis labels (number of alphabets to be displayed).
	Label	Enter the text for the X-Axis label. By default, the X-Axis dimension name is set as the default label text.
	Font	Select a font size and style (bold, italic) for the X Axis labels.
Y Axis properties
	Show Y Axis	Click the indicator to display or hide the Y-Axis.
	Rotation	Drag the indicator for rotating the labels for the Y-Axis by 360 degrees, and for moving the Y-Axis labels vertically and horizontally respectively.
	Static label length	Specify the static length for the Y-Axis labels (number of alphabets to be displayed).
	Label	Enter the text for the Y-Axis label. By default, the Y-Axis dimension name is set as the default label text.
	Font	Select a font size and style (bold, italic) for the Y Axis labels.
Data point properties
	Show cell border	Click the indicator to display or hide the cell borders.
	Cell rounding	Drag the Rounding indicator in the range 0-20 to display a rounded edge for each cell.
	Show outside border	Click the indicator to display or hide the outside border for the Heat Map.
	Color scheme	Select a color scheme from the list of available color schemes.
	Format	Click the indicator to display or hide the negative values in the Heat Map.
	Separate negative values	Click the indicator to display or hide the negative values in the Heat Map.

Page Properties

Report

Properties