Create or Update Scatter Charts

Scatter charts are used to analyze the relationship, patterns, trends, and correlations between two entities.

To create or update Scatter charts:

  1. Sign in to Unifier with company administration credentials.
  2. Select the Company Workspace tab, and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Content.
  4. In the Content log (right pane), select Create.
  5. On the Create page, specify the following information:
    1. From the Preview Project list, select an active project/shell, and select Preview Data to preview the data you can use to create the chart.
    2. From the Data Source list, select the data source to use for creating the content item.
    3. From the View Type list, select Scatter Chart.
    4. In the Name field, enter a name for the Scatter chart.
    5. (Optional) In the Description field, enter a short description about the Funnel chart.
    6. From the Y-Axis list, select a data element from the data source selected in step 5b. The selected values display as metrics on the y-axis. Displays Count by default.

      For the selected data element in the Values list, select any of the following measures:

      • Average: The mean of all values of the selected data element.
      • Count: (Default for non-numeric data elements) The total number of rows of the selected data element.
      • Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
      • Median: The central value among all values of the selected data element.
      • Min: For numeric fields, displays the lowest value of the selected data element. This measure is not applicable to date fields.
      • Percentage: A percent of the filtered value from the total of the selected data element.
      • Sum: Sum of all values of the selected data element.
    7. From the X-Axis list, select a data element from the data source selected in step 5b. The selected values display as metrics on the y-axis. Displays Count by default.

      For the selected data element in the Values list, select any of the following measures:

      • Average: The mean of all values of the selected data element.
      • Count: (Default for non-numeric data elements) The total number of rows of the selected data element.
      • Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
      • Median: The central value among all values of the selected data element.
      • Min: For numeric fields, displays the lowest value of the selected data element. This measure is not applicable to date fields.
      • Percentage: A percent of the filtered value from the total of the selected data element.
      • Sum: Sum of all values of the selected data element.
    8. From the Color By list, select a non-numeric data element to differentiate using a color-code. Perform any of the following actions:
      • To color-code additional data elements, select Add Color By.
      • To remove a color code and the associated data element, select Delete (x).
      • If you have selected more than one color code, select Drag ( ) to reorder the color codes.
    9. From the Category list, select a non-numeric data element to use as a metric on the x-axis. A maximum of three categories can be included on the chart. Perform any of the following actions:
      • To select a data element for the category, select Add Category.
      • To remove a category and the associated data element, select Delete (x).
      • If you have selected more than one category, select Drag ( ) to reorder the categories.
    10. From the Markers list, select a data element to associate different shapes with distinct groups to differentiate between data points on the Scatter chart.

      For example, RFIs associated with the Architectural discipline display as diamond shapes whereas Electrical discipline display as squares.

    11. From the Data Labels list, select the location for displaying labels on the Scatter chart. Common options are:
      • Auto: The default data label display setting for all types of charts.
      • Center: The data label displays in the center of an Area chart, Bar chart, or Line chart.
      • None: The data labels do not display in the chart.
      • Above: The data label displays above the marker point.
      • Below: The data label displays below the marker point.
      • Before: The data label displays before the marker point.
      • After: The data label displays after the marker point.
    12. In the Zoom and Scroll field, toggle to enable or disable the ability to zoom and scroll the Scatter chart.
    13. In the Show X Axis Title field, toggle to show or hide the label of the data element selected for the X-axis (see step g).
    14. In the Show Y Axis Title field, toggle to show or hide the label of the data element selected for the Y-axis (see step f).
    15. Make changes as needed to refine your selections.
    16. After making all changes, perform any of the following actions:
      • To save the chart in a Draft status, select Create Draft, and return to the Content log.
      • To save additional changes made to an existing chart in Draft status, select Update Draft.
      • To delete the chart, select Cancel. You will lose all unsaved changes made to the chart.
      • To make the chart available to your users for data visualizations, select Publish, and return to the Content log.

Related Topics

Create or Update Content for Data Visualizations

Create or Update Area Charts, Bar Charts, and Line Charts

Create or Update Bubble Charts

Create or Update Combo Charts

Create or Update Pie Charts and Donut Charts

Create or Update Funnel Charts

Create or Update Gauge Charts

Create or Update KPI Cards

Create or Update Pivot Grids

Create or Update Pyramid Charts

Create or Update Tables

Create or Update Timeline Charts


Last Published Friday, October 17, 2025