How to add data to a heatmap and configure its style - Quick BI

Heatmaps visualize correlations across dimensions and are commonly used in models such as market basket analysis. This topic explains how to add data to a heatmap and configure its style.

Prerequisites

The dashboard has been created. For more information, see Create a Dashboard.

Chart overview

Scenarios

Commonly used in models such as market basket analysis.

Benefits

Visualization: Supports two styles—standard heatmap and polar heatmap.

Example

Chart Field Configuration

In the Fields tab on the right side of the chart, select the required dimension fields and measure fields.
- In the Dimensions list, locate the Province field. Double-click it or drag it to the X-axis/Dimension area to use it as the X-axis.
- In the Dimensions list, locate the Product Type field. Double-click it or drag it to the Y-axis/Dimension area to use it as the Y-axis.
- In the Measures list, locate the Order amount field. Double-click it or drag it to the Heat Intensity area to define color intensity.
- (Optional) To reflect data values through the shape size of heatmap cells, drag a relevant measure field into the Shape Size/Measure area.
Click Update. The system updates the chart automatically. The updated chart appears as follows.
(Optional) To view data for only selected provinces, set a filter to show the required data.
For more information about field filtering, see Field filtering.
Auto-refresh
Enable this option to refresh chart data automatically. For example, if you enable this option and set the interval to 5 minutes, the system refreshes the chart every 5 minutes.

Chart Style Configuration

For style configuration of Title and Card, see Configure the Chart Title.

Heatmap Area

In the Heat area, configure the visualization style, data mapping ranges, heat colors, and transparency.

Configuration item	Description
Visualization style	Supports two styles: standard heatmap and polar heatmap.
Color scheme	If you configure a dimension field in the Heat Intensity area of the Fields panel, you can assign a color to each dimension value here.
Data mapping range	Supports three options: Equal intervals, Continuous range, and Custom range. Equal intervals Set the number of intervals from 2 to 10. Continuous range Continuous range is selected by default. Custom range Set the number of intervals from 2 to 10. Choose whether to split intervals by absolute value or percentage. Then set the minimum and maximum values.
Heat color	Supports two options: sequential gradient and diverging gradient.
Transparency	Set transparency from 0% to 100%.
Show line separators	Set whether to show line separators between heatmap cells and their color.
Heatmap Block Shape	If you drag a field into the Shape Size/Measure area of the Fields panel, set the shape size of heatmap cells here.
Thermal Interval Pitch	You can configure the pitch of heatmap blocks, with a range from 0 to 20 pixels. Note Only standard heatmaps support configuring heatmap interval pitch.
Heat Zone Border Radius	You can set the border radius for heatmap blocks to a value from 0 to 20 px. Note Only standard heatmaps support configuring the border radius of heat zones.
Outlier handling	Choose not to display outliers or customize how they appear.

Axes

In the Axes section, configure axis styles.

Note

The following settings apply to standard heatmaps. For polar heatmaps, configure only Show outer axis labels and Show inner axis labels.

Name	Configuration item	Description
X-axis	Show X-axis	Set whether to show the X-axis.
	X-axis position	Set the X-axis position to top or bottom of the chart.
	Show title and unit	Set whether to show the axis title and unit on the X-axis.
	Show axis labels	Set whether to show axis labels on the X-axis and configure label display rules and text style. Label display rules include Smart display, Force sparse, and Max display.
	Show tick marks	Set whether to show tick marks on the X-axis.
	Show axis line	Set whether to show the axis line on the X-axis and configure its style, including line type, width, and color.
Left Y-axis	Show left Y-axis	Set whether to show the left Y-axis.
	Show title and unit	Set whether to show the axis title and unit on the Y-axis.
	Show axis labels	Set whether to show axis labels on the left Y-axis and configure label display rules and text style.
	Show tick marks	Set whether to show tick marks on the left Y-axis.
	Display Coordinate Axes	Set whether to show the axis line on the left Y-axis and configure its style, including line type, width, and color.

Legend

In the Legend section, click the icon to enable the legend and configure its style.

Configuration item	Description
Legend type	If you select Equal intervals or Custom range for Data mapping range in the Heat area, choose a legend type: Continuous, Categorical, or Block.
Content	If you drag fields into both the Heat Intensity and Shape Size areas of the Fields panel, choose which field to show in the legend.
Position	Set the legend position and alignment. If you select Top or Bottom: Choose left, center, or right alignment. If you select Left or Right: Choose top, center, or bottom alignment. You can also set the distance between the legend and chart content.
Text	Configure text formatting for the legend.
Mobile legend	Legend settings for PC and mobile devices are independent. Click the PC/Mobile toggle button () at the top of the dashboard editor to switch to mobile editing mode and configure a mobile-optimized legend.

Data Labels

In the Data labels section, specify whether to display data labels.

Tooltip

In the Tooltip section, configure tooltip styling.

Configuration item	Description
Background color	Set the background fill color of the tooltip box.
Text	Configure text style in the tooltip box, including font color, size, weight, and italic setting.
Mobile tooltip	Tooltip settings for PC and mobile devices are independent. Click the PC/Mobile toggle button () at the top of the dashboard editor to switch to mobile editing mode and configure mobile tooltips. Font size can be set separately for PC and mobile. All other styles apply to both.

Conditional Formatting

In Conditional Formatting, define the format to display when data meets certain conditions. Click the icon under Conditional Style. In the Conditional Formatting Configuration dialog box, select the Icon option and configure the related settings.

Note

Only standard heatmaps support conditional formatting.

Configuration item		Description
Rule definition	Field	Select the field to apply conditional formatting to.
	Condition Selection	Choose how to compare data values. Options are Compare with static value and Compare with dynamic field. Compare with static value: Compare against a fixed number. Example: Sales > 600,000. Use this for monitoring fixed thresholds. Compare with dynamic field: Compare against another field’s value or calculation result. Example: Sales > 20% above last month’s sales. Use this when evaluation criteria change dynamically based on external factors such as time.
	Conditional Rule	Select an icon for the condition and define the comparison rule. If you select static value: Enter the fixed threshold value here. If you select dynamic field: Select the field to compare against and its calculation method.
More settings		Set the size of icons shown in the chart.

Supplementary Display

In the Supplementary display section, configure thumbnails for the X-axis and Y-axis.

Note

Only standard heatmaps support thumbnails.

111

Chart analysis Configuration

Name	Description
Drilling	If you have configured drill-down fields in the Fields panel, set the display style for drill-down levels here. For details, see Drilling.
Filter interaction	If your analysis data spans multiple charts, use filter interaction to link them for coordinated analysis. For details, see Filter interaction.
Go to	If your analysis data spans multiple dashboards, use dashboard navigation to link them. Navigation supports in-product navigation, component-level navigation, and external links. For details, see Navigation.