Configuring and Formatting Heatmap

Heatmap allows you to visualize large amounts of data as clustered rectangles with a color scale.

Figure: Heatmap visualization after various customizations

How to configure the data table to Heatmap widget

NOTE: Before adding the Heatmap widget to the design layout, make sure to create the data source. You can refer to this section to learn how to create a new data source.

IMPORTANT: To showcase a Heatmap, a minimum requirement of one value and two groups by the field is needed.

The following steps explains about data configuration of the Heatmap.

Step 1: Add a heatmap widget to the design canvas

1. Drag and drop the Heatmap control icon from the toolbox into the design panel. You can find control in a toolbox by search.

2. Resize the widget as required.

3. Click the Properties icon in the configuration panel.

4. The properties panel of the widget will be displayed as shown in the following screenshot. Now, switch to the ASSIGN DATA tab.

5. The data tab will be opened with available columns from the connected data source.

Step 2: Add a measures and dimensions in assign data.

Value section

Bind column by dragging and dropping the element from sections to values.

NOTE:

• The field added in this section will act as a measure value.
• It is a mandatory section for widget visualization and only one value can be configured.

X-Axis section

Drag and drop the elements from sections to X-Axis section.

NOTE:

• The field added in this section will act as a dimension value.
• It is a mandatory section and only one value can be configured

Y-Axis section

Drag and drop the elements from sections to Y-Axis section.

NOTE:

• The field added in this section will act as a dimension value.
• It is a mandatory section and only one value can be configured.

Image: Heatmap widget after configuring the mandatory fields.

Size section

Drag and drop the elements from sections to size section. It will define the size of the bubble in the heatmap. Also, it is an optional section.

Image: Heatmap widget after configuring the size field

Tooltip section

You can configure the tooltip section to showcase the additional information in the widget’s tooltip without affecting the visualization. Refer to this section for more details on configuring the tooltip fields.

Step 3: Settings menu options

You can filter, format, and Rename the data displayed in the widget from the settings menu options. To open the settings menu, click the settings icon.

The following screenshots shows the various settings menu options based on the type of field configured in the type of section.

Measure field in values

Dimension field in value

Renaming fields

The configured field names can be edited by using the Rename option provided in the settings menu.

Changing the aggregation type

You can change the aggregation type of the measure section from the settings menu as shown in the following screenshot. Refer to this section for more details.

Filtering data

You can use Filters to change the values by selecting the Filter option. For more details, refer to the Measure filter and dimension filter.

Measure formatting

You can format the elements by selecting the Format option. For more details, refer to the measure format.

Drill Down

When the second value is added to the x-axis or y-axis section, the alert message will be shown.

Click Yes to enable the option. If you click No, then a single value will be added to the respected section( x-axis or y-axis).

Figure: Heat Map with a drilled view of the selected region.

How to format Heatmap widget

You can format the Heatmap for better illustration of the view that you require using the settings available in the Properties tab.

General settings

Name

This allows you to set title for this Heatmap widget.

Subtitle

This allows you to set subtitle for this Heatmap widget.

Description

This allows you to set brief explanation about this Heatmap widget.

Cell settings

Show label

This allows you to toggle the visibility of value labels.

Label Color

This allows you to change the color of the label.

Cell radius

This allows you to apply the specified radius to cell corners. The value ranges from 0 to 10. The Default value is 3.

Cell border

This allows you to toggle the visibility of border surrounding the cell. Value ranges from 0 to 10. Default value is 1.

Formatting

You can change the color of the widget.

Monochromatic

This allows you to configure a single-color palette whose saturation will be varied based on the value density.

Types

Across Table: Monochromatic color applied based on the whole table minimum and maximum data values.

Column Wise:Monochromatic color applied based on the individual column wise minimum and maximum data values.

Row Wise: Monochromatic color applied based on the individual row wise minimum and maximum data values.

Advanced setting

Select Advance setting to configure conditions and apply color to the cells based on that. Click here for more details.

Legend settings

Show legend

This allows you to toggle the visibility of legend in the heatmap. By default, it will be disabled.

Legend Position

This option allows you to place the legend at the position of Left, Right, Top, and Bottom.

X-axis settings

Show axis label

This allows you to enable the visibility of x-axis labels.

Label Color

This allows you to change the x-axis label color.

Show axis title

This allows you to enable the visibility of x-axis title.

Axis title

This allows you to edit the x-axis title for the heatmap. It will reflect in the x-axis title of the heatmap.

Label rotation

This allows you to define the rotation angle for x-axis labels to display.

Label intersect action

None

This option did not trim the end of overlapping label in the axis.

Trim

This option trims the end of overlapping label in the axis.

Enable Trim

This option allows you to trim the axis labels based on the Maximum Label Width property value.

Label Maximum Width

This option allows you to set a maximum width for the axis labels, and also it can be made customizable when the Enable Trim option is enabled.

Inversed axis

This allows you to change the axis label’s placement order from left to right in the x-axis.

Opposed axis

This allows you to change the axis position from bottom to top in the x-axis.

Y-axis settings

Show axis label

This allows you to enable the visibility of y-axis labels.

Label Color

This allows you to change the y-axis label color.

Show axis title

This allows you to enable the visibility of y-axis title.

Axis title

This allows you to edit the x-axis title for the Heatmap. It will reflect in the y-axis title of the Heatmap.

Enable Trim

This option allows you to trim the axis labels based on the Maximum Label Width property value.

Label Maximum Width

This option allows you to set a maximum width for the axis labels, and also it can be made customizable when the Enable Trim option is enabled.

Inversed axis

This allows you to change the axis label’s placement order from bottom to top in the y-axis.

Opposed axis

This allows you to change the axis position from left to right in the y-axis.

Link

To configure the linking to URL or dashboard with the widget using its settings. For more details, refer to the Linking.

Filter

Act as master widget

This allows you to define the Heatmap widget as a master widget, such that its filter action can be listened by other widgets in the Dashboard.

Ignore filter actions

This allows you to define the Heatmap widget to ignore responding filter actions applied on other widgets in the Dashboard.

Enable hierarchical filtering

Using this option, you can enable or disable the hierarchical Top N filtering. While applying Top N filter with multiple dimension columns, the returned data can be customized based on whether the filtering need to be done as flat or hierarchy of added dimension columns.

When the hierarchical filter option is enabled, the Top N will be applied for each individual column separately based on the number set for each column.

How to apply conditional formatting in Heatmap

In case, if you have the requirement to highlight any data based on some conditions, you might be required to enable the advanced formatting option.

How to enable advanced formatting

1. In the properties pane, under the Formatting section, click the Advanced Setting radio button.

2. This will open the Conditional Formatting dialog.

3. Select the mode and enter the conditions as required and click the Save button to apply.

4. Now, the widget visualization will be updated based on the conditions.

Refer to the following sections for the detailed steps on using the Gradient and Rule modes.

Gradient mode

You can customize the fill color of the heatmap using the gradient based conditional formatting. This is the default mode.

Based on field

The configured value fields. Based on field cannot be changed in the conditional formatting dialog.

Summary type

The summary type of the configured value field.

Low, mid, and high values

You can define your range by entering the low, mid, and high values.

NOTE: It is optional, if no value is entered, then the ranges will be auto calculated based on the minimum and maximum values from the data source.

Default color

If the region of Heatmap value is out of the specified range, then the color specified in the default color will be applied.

Rule based condition mode

This allows you to customize the fill color of the Heatmap based on one or more numerical / text conditions.

Condition name

You can give a meaningful name to the applied conditions.

Condition type

Choose the condition for measure field from the highlighted conditions.

Value

You can mention the condition value.

Fill color

Select the fill color for that condition using the color picker.

Add condition

Click add condition to specify add new condition.

Delete condition

Click the delete button to remove the existing condition.

Cohort Visualization

Cohort visualization examines the outcomes of predetermined groups, called cohorts, as they progress through a set of stages. The signature characteristic of a cohort is its comparison of the change in a variable across two different time series. A cohort is a group of people sharing common characteristics over a specified period and it’s helps for decision making purpose.

How to do cohort visualization in HeatMap widget

1. Drag and Drop the heatmap widget and bind the measure values in it.

2. Go to the Formatting section and change the drop-down value to Row Wise.

Above screenshot shows cohort visualization in heatmap widget.

Container Appearance

Title Alignment

This allows you to handle the alignment of widget title to either left, center, or right.

Title Color

This allows you to apply the text color to the widget title.

Title Auto Font Size

On enabling Auto Font Size, the font size of the title will be adjusted automatically if the resolution of the screen varies.

Font Size

This allows you to apply the specified size of the font to the widget title if the Title Auto Font Size is disabled. Value can be between 10 and 44.

Subtitle Auto Font Size

On enabling Auto Font Size, the font size of the subtitle will be adjusted automatically if the resolution of the screen varies.

Font Size

This allows you to apply the specified size of the font to the widget title if the Subtitle Auto Font Size is disabled. Value can be between 10 and 32.

Show Border

This allows you to toggle the visibility of border surrounding the widget.

Corner Radius

This allows you to apply the specified radius to the widget corners if the Show Border is enabled. Value can be between 0 and 10.

Show Background Image

This allows you to set the background image for the heat map widget.

Background Color

This allows you to set the background color to the heat map widget.

Transparency

This property allows you to specify the transparency for the background color.

Container actions

Show Header

This allows you to enable or disable the widget title of the heat map.

Allow Maximize View

This allows you to enable or disable the maximized mode of the heat map widget. The visibility of the maximize icon in the widget header will be defined based on the setting in the viewer.

Allow CSV Export

This allows you to enable or disable the CSV export option for the heat map widget. Enabling this allows you to export the summarized data of the widget view to CSV format in the viewer.

Allow Excel Export

This allows you to enable or disable the Excel export option for the heat map widget. Enabling this allows you to export the summarized data of the widget view to (.xlsx or .xls) format in the viewer.

Allow Image Export

This allows you to enable or disable the Image export option for the heat map widget. Enabling this allows you to export the view of the widget to image format (.jpg), (.png), or (.bmp) in the viewer.

Allow PDF Export

This allows you to enable or disable the PDF export option for the heat map widget. Enabling this allows you to export the view of the widget to pdf format in the viewer.

Enable Comments

This allows you to enable or disable comment for the dashboard widget. For more details, refer to this link.

Allow View Underlying Data

This allows you to visualize the raw data associated with a widget at runtime.

To learn more about viewing the underlying widget data, refer to the view data documentation.

Pin Widget

This allows you to pin the widget.