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How to Create an Interactive Data Explorer

A step by step walkthrough for turning a spreadsheet into a chart readers can resize, recolour, group, filter and search, with an optional map view, in PlotSet.

约 8 分钟

A single interactive chart that readers can reshape is what you will have: bubbles sized, coloured, grouped and filtered by the columns you offer, with a search box and an optional map.

Expect about eight minutes. Most of that is deciding which columns readers should be able to choose from.

你需要的数据

One row per item. A label column, one main numeric column, and optionally extra number columns, category columns, a filter column, and coordinates or a country name for the map.

示例 CSV
CountryContinentSectorCapacity_GWPopulation_MGrowth_Pct
ChinaAsiaSolar610141224.5
United StatesNorth AmericaWind1503359.2
BrazilSouth AmericaHydro1092162.1
备注

The label and the main value are required. The main value sets the bubble size by default, so it must be a number.

Extra numeric columns appear in the Size and Colour controls. Extra category columns appear in the Position, Merge and Colour controls.

For the map view, add latitude and longitude columns, or a country name column that is placed approximately.

A row where every bound column is blank is dropped rather than drawn.

操作步骤

PlotSet 中从空白模板到完成图表的具体点击路径。

  1. 01

    Open the Data Explorer template

    From the PlotSet dashboard, start a new project and choose Data Explorer from the Other category. It loads with a sample of countries and their renewable energy capacity.

    PlotSet 的模板选择界面:左侧是图表分类列表,中间展开 Bar Charts 分类的模板网格,Bar Chart 模板卡片上显示「Select」按钮。
    每份指南都从这里开始:先选分类,再选模板,不管你要做哪种图表,用的都是同一个网格。
  2. 02

    Add your data

    Import a CSV or .xlsx file, paste rows from a spreadsheet, or connect a Google Sheet. Keep one row per item and a clear header on every column.

    PlotSet 编辑器的数据视图:表格中 Name、Value、Region 三列填着加拿大各省的数据,旁边的「Data」面板提供 CSV 上传、「Magic Import」和 Google Sheet 同步。
    这里的数据视图取自一个条形图项目。你可以上传 CSV、用「Magic Import」从图片里提取数字,或同步 Google Sheet,每种图表类型的面板都一样。
  3. 03

    Check the column bindings

    Confirm the label column and the main value, then add the extra number columns and category columns readers can choose from. Add a filter column if you want one.

    PlotSet 数据面板中高亮的列绑定:「Label/time」对应 A 列,「Values」对应 B 列,「Filter/color」对应 C 列,下方是「Auto Binding」按钮。
    绑定决定哪一列作标签、哪一列提供数值、哪一列决定颜色。「Auto Binding」(自动绑定)会根据表头推测,所以要核对一遍,别想当然。
  4. 04

    Choose the starting arrangement

    In the Arrangement tab pick a packed cluster, a grid or a scatter layout, plus the mark shape and scale. This is the view readers see first.

    PlotSet 编辑器停在「Preview」标签页:画布上是做好的 Data Explorer,右侧的设置面板用红框标出。
    Data Explorer 的「Preview」标签页。所有样式设置都在红框标出的这个面板里,每个设置各自占一个标签页:外观、标题、脚注,以及这种图表类型特有的选项。
  5. 05

    Set the controls readers get

    In the Controls tab choose where the panel sits, whether it uses buttons or dropdowns, and which options each control offers. Remove anything that does not help.

  6. 06

    Style the marks, labels and legend

    The Color, Bubbles, Item labels and Legend tabs set the palette, outlines, label sizes and swatches. Check the axis tabs once you set a position.

  7. 07

    Set up the map view, if you want it

    Choose a projection and zoom in the Map tab. Rows with latitude and longitude are placed exactly, and named countries approximately.

  8. 08

    Publish and embed

    Publish for a live chart and copy the embed code from the Share dialog. Try every control in the published version before you share it.

    PlotSet 编辑器工具栏中高亮的「Share」按钮,紧挨着「Export」按钮。
    点「Share」,完成的图表就会变成一个公开链接和一段嵌入代码。

从已加载示例数据的 Data Explorer 模板开始,再替换成你自己的数据。

打开模板

发布、嵌入或导出

最后一段路对每种图表都一样:「Share」(分享)把图表变成一个在线的公开链接和一段嵌入代码,「Export」(导出)把它输出成静态文件。

Share:公开链接与嵌入代码

打开嵌入代码和公开链接的开关,图表就发布出去了。链接可以放心发给任何人;嵌入代码以 iframe 的形式放进任意页面,悬停提示和交互效果都会保留。之后修改了图表,点「Recreate」就能把改动同步到链接和嵌入代码两边。

PlotSet 编辑器工具栏中高亮的「Share」按钮,紧挨着「Export」按钮。
点「Share」,完成的图表就会变成一个公开链接和一段嵌入代码。
PlotSet 的「Share」对话框:用于启用嵌入代码和公开链接的开关,「Link」「Embed」「Facebook」「Reddit」「Twitter」「LinkedIn」「Email」几个按钮,以及带「Copy」按钮的图表公开链接。
打开嵌入代码和公开链接的开关,然后复制链接或取用 iframe。之后再修改图表,点「Recreate」就能把改动同步给所有已拿到链接的人。

Export:SVG、PNG 或 JPG

「Export」会按你需要的尺寸输出一份静态副本。SVG 放到多大都清晰,还能在设计工具里继续编辑;幻灯片和文档用 PNG 或 JPG 最稳妥。想让图片在高分屏上够锐利,关键就是那个倍数设置。

PlotSet 编辑器工具栏中高亮的「Export」按钮。
要做成幻灯片或报告里的静态文件,就走「Export」这条路。
PlotSet 的「Export chart」对话框:倍数选择器设为 2x,宽高输入框填的是 1000 和 600,展开的格式菜单里列出 SVG、PNG 和 JPG。
SVG 放到多大都清晰,还能在设计工具里继续编辑;做幻灯片用 PNG 或 JPG 最稳妥。导出前先设好倍数,图片在高分屏上才够锐利。

Data Explorer 的样式提示

Open on a useful view

Readers see your default arrangement first, so make it tell something at a glance.

Keep the option lists short

Offer the columns that answer real questions. A shorter list is easier to use.

Use search for long lists

With dozens of items, the search box is the fastest way to find one.

Add coordinates for precision

Country names are placed approximately. Latitude and longitude put a mark exactly.

制作 Data Explorer 时的常见错误

The bubbles are all the same size

The main value column may not be numeric. Remove units or symbols from the numbers.

The Position control does nothing useful

Position needs a category or a numeric column in the extra columns. Check the bindings.

The map is empty

Rows need coordinates or a recognisable country name. Check the spelling of the region column.

The controls disappear in the PNG

The control panel only works in the live embed. A static export shows one configuration.

深入了解 Data Explorer

不确定 Data Explorer 是否是正确选择?查看它是什么、何时使用以及何时不使用。

关于 Data Explorer

Data Explorer:常见问题

No. A label and one number are enough. Extra columns give readers more to choose from.

现在制作你的 Data Explorer

免费开始,300+ 模板任选。无需信用卡。