Updated on 2025-05-20 GMT+08:00

Heatmap

DataArts Insight allows you to create heatmaps, which are commonly used to display correlations between different dimensions. This section describes how to create a heatmap.

Notes and Constraints

  • At least one field is required for a dimension.
  • At least one field is required for the Y axis/dimension.
  • At least one field is required for a metric.

Prerequisites

Procedure

  1. In the top navigation bar on the dashboard creation page, click to create a heatmap.
  2. Select a dataset in the Data area.
  3. Set parameters on the Field, Style, and Advanced tabs.
  1. Click Update. The system automatically updates the chart.
    Figure 1 Heatmap

Field

Set the fields of the heatmap.

  1. On the Field tab, double-click or drag and drop required fields to the Dimension, Y Axis/Dimension, and Metric areas in sequence.
  2. Set a filter.
    1. Drag dimension and metric fields to the Filter area.
    2. Click next to a field in the Filter area.
    3. In the displayed Set Filter dialog box, set the parameters and click OK.
      Table 1 Filter parameters

      Type

      Parameter

      Description

      String

      Condition

      Filter Mode: The options are Condition and Enumeration.

      Condition Type: The options are And condition and Or condition.

      Filter Condition: The options are Exact match, Contain, Start with, End with, Not match, Not contain, Null, and Not null.

      Enumeration

      Query Mode: The options are Single-select and multi-select.

      Filter Condition: The options are >, , <, , =, , Null, and Not null.

      Metric

      Condition Type

      The options are And condition and Or condition.

      Filter Condition

      The options are >, , <, , =, , Null, and Not null. You can select Before aggregation and After aggregation for data.

      NOTE:

      If you select Before aggregation, data is filtered before aggregation. If you select After aggregation, data is filtered after aggregation. For aggregation concepts, see Creating a Dataset.

      You can click Create Filter Condition to set multiple filter criteria.

      Date

      Range value

      Select a time range for filtering.

      Single value

      Set a single time for filtering.

      Condition

      You can select And condition or Or condition as the condition type and select filter condition like >, , <, , and =.

      You can click Create Filter Condition to set multiple filter criteria.

  3. Set sorting.
    1. Drag and drop required data fields from the Dimension and Metric (Indicator) areas under Data to the Sorting area.
    2. Click next to a field in the Sorting area and select a sorting mode. The sorting modes are Ascending, Descending, and Custom.
    3. To cancel sorting, click next to the sorting field.
  4. Set the maximum number of query results.

    Enter the maximum number of records that can be returned in the text box. The default value is 1000.

  5. Set automatic refresh.

    The auto refresh interval supports the following options: no refresh, 1 minute, 5 minutes, 15 minutes, and 30 minutes.

Style

Set heatmap style parameters based on Table 2, Table 3, and Table 4.

Table 2 Basic Settings

Parameter

Description

Card Title

Whether to display the card title. If selected, the card title is displayed in the upper left corner of the chart.

Text

Set the text size and click to select the text color.

Alignment

Set the alignment mode, which can be left alignment or center alignment.

Bottom Margin

Set the distance between the card title and the chart.

Divider

Whether to display the divider. You can set the size, color, and bottom margin of the divider.

Card Background

Whether to display the card background. Click to select a background color.

Status Icon

Whether to display the status icon. You can set the display mode and color of icons. The display modes include Always display and Hover display.

Hide Panel Operations

You can customize whether to display in the upper right corner of the chart.

Panel No Padding

You can customize whether to cancel card padding.

Table 3 Chart style parameters

Parameter

Description

Partitioning Rule

Set continuous intervals, equal intervals, or custom intervals, with the option to round off for equal intervals.

Color Scheme

Set the color scheme for the heatmap.

Transparency

Set the transparency for the heatmap.

Enable Tooltip

  • When the checkbox is selected (), a tooltip is displayed when hovering over the heatmap. If the checkbox is not selected, no tooltip is displayed.
  • The background color is customizable.
  • The font size and color for dimension text, indicator text, and numerical text are customizable.

Show Legend

Set the legend text and position. You can adjust the font size and color of the text, and choose to display it either above or below the legend.

Table 4 Coordinate axis

Axis Type

Parameter

Description

X axis

Show Title and Unit

Set whether to display the title and unit of the X axis.

If the checkbox is not selected (), the title and unit of the X axis will not be displayed.

If the checkbox is selected (), the title of the X axis can be automatically generated or manually entered, and the unit of the X axis can be manually entered. The font size and color of the title text can be set.

Show Axis

Set whether to display the coordinate axis.

If the checkbox is not selected (), the X-axis coordinate axis will not be displayed.

If the checkbox is selected (), the font size and color of the X-axis coordinate axis can be set.

Show Axis Label

Set whether to display X-axis labels.

If the checkbox is not selected (), the X-axis labels will not be displayed.

If the checkbox is selected (), the font size and color of the X-axis label text, and even the angle of the X-axis labels can be set.

Show Grid Line

Set whether to display the X-axis gridlines.

If the checkbox is not selected (), the X-axis gridlines will not be displayed.

If the checkbox is selected (), the number of gridlines and their color on the X-axis can be set.

Show Scale Line

Set whether to display the scale line.

If the checkbox is not selected (), the scale line is not displayed.

If the checkbox is selected (), the scale line is displayed.

Abbreviated Axis Label

Set the X-axis label abbreviation.

Y axis

Show Title and Unit

Set whether to display the title and unit of the Y axis.

If the checkbox is not selected (), the title and unit of the Y axis will not be displayed.

If the checkbox is selected (), the title, position, and text of the Y axis can be automatically generated or manually entered. The position of the title can be either above or left of the Y axis. The unit of the X axis can be manually entered. The font size and color of the title text can be set.

Show Axis

Set whether to display the coordinate axis.

If the checkbox is not selected (), the Y-axis coordinate axis will not be displayed.

If the checkbox is selected (), the font size and color of the Y-axis coordinate axis can be set.

Show Axis Label

Set whether to display Y-axis labels.

If the checkbox is not selected (), the Y-axis labels will not be displayed.

If the checkbox is selected (), the font size and color of the Y-axis labels can be set.

Show Grid Line

Set whether to display the Y-axis gridlines.

If the checkbox is not selected (), the Y-axis gridlines will not be displayed.

If the checkbox is selected (), the number of gridlines and their color on the Y-axis can be set.

Show Scale Line

Set whether to display the scale line.

If the checkbox is not selected (), the scale line is not displayed.

If the checkbox is selected (), the scale line is displayed.

Abbreviated Axis Label

Set the Y-axis label abbreviation.

Advanced

  • Linkage

    Click the Advanced tab and click next to Linkage. The Chart Linkage Settings page is displayed. Set parameters. For details, see Linkage example.

    Table 5 Chart linkage settings

    Parameter

    Description

    Fields to Bound

    Select the fields to be bound first and then select the chart to be associated with them. You can select all charts on the dashboard.

    Associated Charts

    Set linked associated charts. You can select charts from the same dataset or different datasets.

    • Follow bound field: When the bound field is set to A, the associated data tables filter data related to A.
    • SQL placeholder: The bound field value corresponds to the value set for the SQL placeholder in the dataset.
  • Initialize Query for Associated Query Control: whether the associated query control supports query initialization. If the checkbox is selected (), the control supports query initialization. If the checkbox is not selected (), the control does not support query initialization.

    If you select this option, when a chart is linked to a query control and the query control does not have a default query set, the chart's data configuration will be queried during chart initialization.