Create or Edit Bubble Charts for Visualizations in Projects/Shells

To create or edit Bubble charts for visualizations in a project/shell (Admin mode):

Sign in to Unifier with project/shell administration credentials.
Click the specific project/shell tab and switch to Admin mode. For example, click a tab called Vision Corporation.
In the left Navigator, select Setup, and then select Visualizations.
In the Visualizations log (right pane), select any of the following actions:
- Click Create to add a new visualization in the project/shell. Proceed to step 6.
- Select a visualization in the log and then click Edit. Proceed to step 5.
In the Edit page, click Edit ( )for a Bubble chart in the visualization layout. Proceed to step 6b.
In the Create or Edit page, specify or update the following information:
1. From the Preview Data list, select an active project or shell and click 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 Bubble Chart.
4. In the Name field, enter a name for the bubble chart.
5. (Optional) In the Description field, enter a short description about the bubble chart.
6. (Required) From the Size By list, select a data element to use as the criteria to size the bubble from the data source selected above. Displays Count by default.
  For the selected data element in the Size By list, select any of the following measures:
  - Average: The mean of all values of the selected data element.
  - Count: (Default) 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. For date fields, displays the minimum date.
  - 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. (Required) From the X Axis list, select a data element.
  For the selected data element in the X-Axis list, select any of the following measures:
  - Average: The mean of all values of the selected data element.
  - Count: (Default) 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. For date fields, displays the minimum date.
  - 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. (Required) From the Y Axis list, select a data element.
  For the selected data element in the Y-Axis list, select any of the following measures:
  - Average: The mean of all values of the selected data element.
  - Count: (Default) 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. For date fields, displays the minimum date.
  - 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.
9. (Optional) From the Color By list, select one or more data elements to measure using a color-code. You can:
  - Click Add Color By to color-code another data element.
  - Click Delete (x) to remove a data element from being color-coded.
  - Click Drag ( ) to reorder the data elements selected for color coding. Displays only if you have selected more than one data element.
10. From the Category list, select a data element to use as a category to differentiate the bars in the chart. You can:
  - Click Add Category to select another data element as a category.
  - Click Delete (x) to remove a data element as a category.
  - Click Drag ( ) to reorder the data elements selected to categorize the bars in the chart.
11. From the Data Labels list, select the location for displaying labels on the chart. Choices include:
  The following options display:
  - Auto: The default data label display setting for all types of charts.
  - Center: The data label displays in the center of each data point on an Area chart, Bar chart or Line chart.
  - Above Marker: The data label displays above the marker point.
  - Below Marker: The data label displays below the marker point.
  - Before Marker: The data label displays before the marker point.
  - After Marker: The data label displays after the marker point.
  - None: The data labels do not display on the chart.
12. In the Show X Axis Title field, slide right to display the label of the data element you selected for the X-axis ( See step g).
13. In the Show Y Axis Title field, slide right to display the label of the data element you selected for the Y-axis (See step h).
14. Make changes as needed to refine the above selections.
After making all changes, select any of the following actions:
- Click Create if you created a Bubble chart and return to the Edit page.
- Click Update to confirm all the changes made to the edited Bubble chart, and return to the Edit page.
In the Edit page, click Save to update the visualization with any created or edited content.

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