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      How to Create a Heat Map Chart in Custom Reports

      In this article, we will show off how to use the heat map chart, a powerful visual tool that allows you to compare two dimensions against one value, providing clear insights into data concentration and trends.

       

       Follow the steps below to create and customize a heat map chart using the custom reporting enhancement. 

       

      The heat map chart is a powerful visual tool that allows you to compare two dimensions against one value, providing clear insights into data concentration and trends. Follow the steps below to create and customize a heat map chart using the custom reporting enhancement.

      Step 1: Select Your Data Set

      1. Navigate to the Custom Reports tab.
      2. Choose a new or existing report.
      3. Select the appropriate data set for your heat map. In this example, we'll use the Project view to access project data.

      Step 2: Choose Two Dimensions to Measure

      1. For a heat map, you need to select two categories (dimensions) to compare. In this case, we'll select:
        • Client Profile
        • Sales Status

      Step 3: Select the Value to Measure

      1. Next, choose the value to measure the two dimensions against. For this example, we'll measure them by Contract Amount Total.
      2. Once selected, the heat map will visually represent the contract amounts across the different sales statuses and client profiles.

      Step 4: Analyze the Heat Map

      1. The heat map will display varying shadings and colors, indicating differences in concentration based on the contract amount. For example, you might notice a high concentration of contract amounts for a specific sales status, such as banks.
      2. You can use this visual representation to quickly identify trends and concentrations.

      Step 5: Customize the Heat Map

      1. You can customize the colors and gradient to better suit your needs or preferences.
      2. If you need to filter the data, such as only focusing on certain client profiles, apply the necessary filters to narrow down the view.
      3. This allows you to focus on specific categories or subsets of data to gain a clearer understanding.

      Conclusion

      Once your heat map chart is set up, you can continue refining it by adjusting colors, filters, and categories. Heat maps offer a unique way to visualize data trends and provide in-depth insights. Be sure to explore additional chart types and features in the custom reporting section for more detailed analyses.

       

      For further tips and tutorials on custom reports, stay tuned for future articles!

       

       

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