Use a bubble visualization to show relationships among columns that contain numeric values, such as revenue and profit.

A bubble visualization uses data points and bubbles to plot measures anywhere along a scale. One measure is plotted along each axis. The size of the bubble represents a third measure. Use bubble visualizations to represent financial data or any data where measure values are related.

The bubbles are in different sizes and colors. The x-axis represents one measure. The y-axis represents another measure, and the size of the bubbles represents the third measure. In the example shown below, color is represented by an identifier.

The example that is shown represents the months since the policy inception.

Bubble chart that shows the months since policy inception
Create the Bubble visualization by dragging the following data items from Customer Analysis in the Sources pane data icon :
  • Drag Months Since Policy Inception onto the x-axis field.
  • Drag Total Claim Amount onto the y-axis field.
  • Drag Customer Lifetime Value onto the Size field.
  • Drag Employment Status onto Color
Animation that shows how to create a bubble chart that shows the months since policy inception

You can customize the bubble chart. For example, to make the x-axis of the bubble chart appear as it does in the sample, do the following steps:

  1. Click the visualization, then in the Data pane, click the <Total Claim Amount> data item.
  2. Click Properties
  3. Next to Value data format, click more icon and set the following options:
    • Format type: Currency
    • Currency symbol: K
    • Currency symbol position: End
    • Number of decimal places: 0
    • Scale: -3 (this presents values in thousands).
  4. Click OK.
To change the size of the visualization, click the visualization, then set the following option in the properties pane:
  • Size - Width: 700 px, Height: 300 px

Click Properties to close the Properties pane.


You can see examples of visualizations in the sample report Customer lifetime value analysis. You can find the sample here: Team content > Samples > Reports > Standard reports > Customer lifetime value analysis.

If any of the sample objects are missing, contact your administrator.