Create a bubble chart

Assessment administrators can create bubble charts to compare the relative standing of assessable records in three metric categories.

To create a bubble chart, navigate to Assessments > Admin > Bubble Charts and create a record (see table for field descriptions).

Note: For color fields, either HTML color names or hexadecimal (hex) values are acceptable. For hex values, the # character is optional. Values are not case-sensitive. For example, all of the following values are valid: LightGray, lightgray, #D3D3D3, d3d3d3.
Figure 1. Bubble Chart form
Bubble chart
Table 1. Bubble Chart form fields
Field Description
Name Descriptive name for the bubble chart. Bubble Chart is appended to the name when you view the bubble chart.
  • Top left label
  • Top right label
  • Bottom left label
  • Bottom right label

Label text for the top left, top right, bottom left, and bottom right quadrants, respectively. Choose labels that help interpret results. For example, a bubble chart that displays vendor assessment results might have the following quadrant labels, where vendors in the top right quadrant have the best scores:

  • Top left label: Resource
  • Top right label: Essential Partner
  • Bottom left label: Poor Performer
  • Bottom right label: Reevaluate
  • Top left color
  • Top right color
  • Bottom left color
  • Bottom right color
Border colors for the top left, top right, bottom left, and bottom right quadrants, respectively. Bubbles are the color of the quadrant they are in.
Type Metric type associated with this bubble chart. Only results for assessable records of the selected metric type are plotted on the bubble chart.
  • X-Axis label
  • Y-Axis label
  • Z-Axis label
Label text for the X-, Y-, and Z-axis categories of the bubble chart. These labels appear along the X- and Y-axes, if applicable, and in bubble score summary windows. The metric category name is usually a good label. If these fields are left empty, the bubble chart automatically displays the selected category names as the labels.
  • Metric X category
  • Metric Y category
  • Metric Z category
Metric category each axis represents. Results for the Z-axis category determine the size of each bubble. The Z-axis should generally represent the most important category out of the three.
Quadrant label color Color of the label text for the quadrant borders.
Default Check box that enables (selected) or disables (cleared) the bubble chart as the default. There can be only one default bubble chart per metric type.