Edit Heat Matrix Views

A heat matrix view visually represents the relationship between data values as a gradient of colors in a table format. You can edit properties such as view size, the display of header and data cells, and the display of a legend.

  1. Open the analysis for editing.
  2. Click the Results tab.
  3. Click View Properties on the heat matrix you want to edit.
  4. Edit properties as needed.
    • Use Data Viewing to control the size of the view in the layout. Options include scrolling with optional maximum width and height or paging with optional number of rows per page.
    • Use Legend to display a legend showing the continuous color variations or binning for the heat matrix.
    • Use Master-Detail to link the table to a master view. In the Event Channels field, enter the case-sensitive name of the channel the table listens to for master-detail events. Separate multiple channels with commas.
    • Use Display Folder & Column Headings to specify how to display headings for the columns and the view. Select the Folder.Column option to display the fully qualified folder name from the Subject Area and column name as the row or column title (for example, Offices.D1 Offices).
  5. Click OK.
  6. Left-click to drill in a cell.
    When drilling in multiple-level hierarchies, all members from the lowest levels are displayed as cells, and the detail level data replaces the current data. For example, when you drill in a country name, such as United States, the heat matrix displays data for the state (or provinces) in that country, but not for the country itself.
  7. Right-click the outer edges to display a context menu of options, such as Drill, invoke actions, Keep Only, Remove, or focus on a specific cell.
  8. Click Edit View to display the Heat Matrix editor.
  9. In the Layout pane:
    1. In the Style box, select Percentile Binning or Continuous Color Fill to change the color palette of the view.
    2. Change the measures and columns to visualize the data in more meaningful ways by using Rows, Columns, and Color By drop targets.
  10. To specify sorting, right-click a cell in the view and click Sort. The interactions that are available in the Sort dialog depend on the location in which you right-click within the view.
  11. Click Done.

About Heat Matrix Views

A heat matrix view shows you a two-dimensional depiction of data in which values are represented by a gradient of colors. A simple heat matrix provides an immediate visual summary of information that is well suited for analyzing large amounts of data and identifying outlier values.

A heat matrix displays data from one measure. Colored cells are formed by the grouping and intersection of the columns and rows placed in the Prompts, Sections, Rows, Columns, and Color By drop targets. Cells are displayed as percentile bins or as a continuous color. You can hover over a cell to display its value or display values in cells all the time.

By default, the first measure of the analysis in the Criteria tab is selected as the Color By measure and represents the measure's value. The Style element defaults to Percentile Binning with "quartile" as the value for the number of bins. Cells display uniformly, in that each cell has the same width and the same height. Cell height and width don’t have to be the same. A "transparent" diagonal pattern of stripes indicates null values.

You can display a legend below the heat matrix that includes:

  • One measure (selected in the Color By list) and its corresponding label.

  • The number of specified bins (for example, quartile), color-coded and labeled, or a gradient bar that is displayed as a continuous color fill and is labeled "low" to "high."

Here is an example of a heat matrix view on a dashboard page. Each sales representative's revenue is displayed by region and product and prompted by product type. Sales revenue is binned by year. This heat matrix depicts the product revenue outliers for each sales representative (for example, in 2008, Angela Richards has no sales revenue for Bluetooth Adaptors or MP3 Speakers Systems for any region.)


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