How to Create Heatmap Chart

Steps:

1. Go to Analytics > Data Analyzer > Heatmap. 
2. Enter the name of the data series in the Label field.
3. (Optional) Enable the Hide data labels checkbox to hide the variable values.
4. Choose the data source from the Datamart drop-down list. If there is only one Datamart defined, this one will already be selected.
5. (Optional) Enter a Currency. If not specified, the currency that has been selected as default when setting up the system will be used.
6. You can set up the Generic filter (all dimensions, dates and values):
   1. Click the Create filter link, a new window will open.
   2. Specify the filter criteria. All fields defined in the Schema Editor can be used. Click OK to activate the filter.
      (To deactivate the filter, click Edit filter and Reset. This deletes all filter criteria.)
       Click the Refresh  icon at the bottom left on the Data Rows tab to activate the filter after any changes to the filter criteria.
7. Set up filtering on master data if needed:
   • Product filter allows you to filter by all attributes from the product master data.

   • Customer filter allows you to filter by all attributes from the customer master data. Only the filtered data will be used in the analysis.

8. You can set up a Dim filter:
   1. Select the filter dimension from the drop-down list.
   2. Click the Add  icon to add the filter. You can add up to twelve Dim filters.
9. Define the X Axis and Y Axis:
   Select the appropriate measurement for the axis X and axis Y from the drop-down list.
10. Click the Ascending  icon to select whether the values on axis X will be sorted in ascending or descending order.
11. Define the Color Axis. Select the measure from the drop-down list.
12. (Optional) You can define additional measures – different value for the axis Y:
    1. Click the Add  icon to add a new measure.
    2. Select a Measure from the drop-down list.
    3. Specify the value for the Aggregation. The value can be defined as the total amount, per unit , percentage of the base value , contribution  or as a formula . For details, see Common Chart Settings.
    4. Repeat the process until you have defined all additional readings.
13. Determine the data formatting and labels:
    • You can change the label and the format by clicking the Dictionary  icon (see Date, Time and Number Formatting).
    • If a text is entered in the Label field, then this label will be shown. Otherwise the default value will be used.
14. Click the Refresh  icon to update the chart.
15. (Optional) Create an Aggregation filter that allows you to filter the Datamart query results, i.e., to determine, which values will be shown in the chart.
16. You can print or download the chart as image (*.png, *.jpeg), document (*.pdf) or vector image (*.svg) by clicking the Context  icon at the top right.