Heat map chart

A heat map is a graphical representation of data where the individual values contained in a matrix are represented as colors. Data points are defined by an x and y axis intersection and a third value that determines the data point's color.

When do you use it?

Use heat maps to compare variables across a large number of categories and to sort complex data by color intensity.

How does it work?

Data values

Data values appear as boxes on the heat map. The size and color of each box are determined by the data for that item:

  • size determined by the concentration of x and y axis categories and is not configurable
  • color determined by the calculated value specified in the Color by setting

Gradients vs stepped colors

By default, the lowest values are colored green, the mid-range values are colored yellow, and the highest values are colored red. Colors are fully customizable.

Data points are colored using one of the following display setting coloring schemes:

  • color gradient continuous change from green, through yellow, to red following individual data values
  • stepped color scale data values grouped into equidistant categories and displayed using discrete colors

    You can customize the number of steps used to group the data values in chart the display settings.

Examples

Heat Map chart

Using your company's sales data, you want to show average profit across a large number of categories in two dimensions: region and customer segment. To do this, you create a heat map chart. The average profit value is sorted by color, from blue (low) to red (high):

Stepped Heat map chart

You need to examine the relationship between shipping method and product category for your company. You are looking for a simple analysis that groups average shipping cost into three bins: low, medium, and high.

To visualize this relationship, you create a stepped heat map with three steps. Values are grouped into the corresponding bins based on the step thresholds:

Data configuration settings

  1. Open the Results app.
  2. Navigate to the appropriate table.
  3. On the Configure panel, click Data and configure the following settings:
Setting Supported data types Description
X-Axis
  • character
  • numeric
  • datetime
The field to use as the category on the chart's horizontal scale.
Y-Axis
  • character
  • numeric
  • datetime
 The field to use as the category on the chart's vertical scale.
Color by

numeric

The field that determines the color of the box at the intersection of the X and Y axis values:

  • Count calculates the count of records that match each intersection of X and Y axis values
  • Average, Sum, Min, Max calculates the selected statistical value for the numeric field selected at each intersection of X and Y values

Tip

You can control decimals and rounding on numeric data by changing format of this field.

For the Average aggregate option, Format options is available in the Data tab of the Configure Visualization panel. For all other aggregate options, format options set in Table View is applied. For help doing this, see Data formatting options.

Format options

numeric

Select an option in this field to apply formatting such as decimals and rounding to the Y-axis values in the chart. For help doing this, see Data formatting options.

Format options is available only for the Average aggregate option. For all other aggregate options, format options set in Table View is applied.

Chart display settings

  1. Open the Results app.
  2. Navigate to the appropriate table.
  3. On the Configure panel, click Display and configure the following settings:
Setting Description
Options
Show Legend Show or hide the legend at the top of the chart.
Show Values Show or hide the data point values.
Boost performance

Switches into performance mode when data points on the chart go beyond 150 by applying some trade-offs. For more information, see Boost performance of charts.
X-Axis
Show Label Show or hide the label for the x-axis.
Y-Axis
Show Label Show or hide the label for the left y-axis.
Other settings
Color The starting, middle, and ending values for the heatmap range. You can specify a color and numeric boundary for each place on the scale.
Stepped Colors Display the categories as discrete buckets rather than a constant scale. You can specify between 2 and 20 steps.