Ad Hoc View – Heat Map

Heat Map charts display individual values represented as colours. Charts allow you to graphically display your data. There are a number of different chart types available in various ways. Range charts display values as heat maps.


Step 1.  Open or create a new ad hoc view (refer to the Creating Ad Hoc Views article for further information) Step 2. Click on the Select Visualisation Type icon in the top menu
Visualisation Type Icon
The Select Visualisation Type window is displayed
Step 3. Select Range from the Chart Types list There are 5 Range charts available: Step 4. Click on Heat Map Step 5. Click and drag a measure from the measures area on the left-hand side pane to the column area. e.g. Count of Clients Count of Clients
Tip: All charts must have at least one measure. 
Heat Map Charts require one field and one measure in the columns area and one field in the rows area.
Step 6. Click and Drag a field to the columns area e.g. Primary Address City. This allows the measure data to be broken up by the field information. Field and Measure in Columns You’ll notice when the field is added that the chart is not displayed. Heat maps also need a field in the row area. Click and drag a field to the rows area e.g. main source of income. Add field to row Totals are displayed for the selected data. In the right-hand side pane there is a section called Data Level. Data Level The slider allows you to quickly change the level at which the data is reported.  When the slider is all the way to the left, it shows the measure total. Step 7. Slide the slider all the way to the right.
Tip: If you hover your mouse over the left and right ends of the slider the data level options will be displayed.  Sometimes there are multiple options along the length of the slider.
Heat map    The measure is now broken up by the added fields.

Further Information

For further information on Ad Hoc Views and Charts, refer to the following articles:
Updated on April 30, 2020

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