Creating Heat Map visualizations

You can create a heat map visualization in a dashboard.

1. Open a new or existing dashboard.

2. Click Insert Visualization to add a new, blank visualization to the dashboard.

3. In the Visualization Gallery, click Heat Map.

4. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. You can also drag objects from the Datasets panel directly onto the visualization.

5. Place at least one attribute in the Grouping area. The elements of the attribute appear in the visualization.

   If the attribute is a year, a rectangle for each year appears in the visualization.

6. Place additional attributes in the Grouping area to group the rectangles in a larger area.

   The Region attribute contains the element South and the Call Center attribute contains the elements New Orleans and Memphis. If Region is placed above Call Center in the Grouping area, an area called South appears in the visualization, with the New Orleans and Memphis rectangles inside it. You can add additional attributes to further group the rectangles in the Heat Map.

7. Place a metric in the Size By area to determine the size of the rectangles in the heat map. Rectangles with large metric values appear larger in size. Rectangles with small metric values appear smaller in size.

8.  Place an attribute or metric in the Color By area to color the rectangles automatically based on the value of a metric or the values in an attribute.

   Note: If you color other graphs and heat maps using the same attribute, each attribute value displays the same color across all graphs and heat maps. Desktop automatically selects the colors based on color palette, but you can select a color for each attribute value.

9. To display additional metrics when you hover over a heat map rectangle, place metrics in the Tooltip area.

10. See How to Select Which Attribute Forms to Display in a Visualization to select which attribute forms appear in the visualization.

11. See How to Format a Heat Map Visualization to define formatting options.

12. Click Save.