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How to Create a Quadrant Chart
A step by step walkthrough for turning a list of items and two scores into a published quadrant chart in PlotSet, from shaping the sheet to labelling the boxes and exporting the result.
Unos 8 minutosFour labelled boxes, built from your own items and your own two scores, not the sample impact and effort numbers PlotSet loads by default: that's the end point for how to create a quadrant chart from your own spreadsheet. You will shape the sheet, map the columns, set the dividing lines on purpose, and publish a chart where hovering a point shows exactly what it is.
If your sheet already lists one item per row with two numbers next to it, this takes about eight minutes. Add another ten if you are still deciding where the dividing lines should sit or cleaning up a source report that has extra columns you do not need. The eight minutes below assumes the scores are already settled.
Los datos que necesitas
One row per item: a label, then two numeric measures (x, then y). An optional fourth column carries a group name if you want the points coloured.
Keep the label column as plain text. A feature name that looks like a date or a formula result to your spreadsheet tool will upload as that value, not the text you see on screen.
Both measures need to be numbers on their own scales. They do not have to start at zero and they do not have to share a scale with each other, since the two axes are read independently.
Add a group column only if you want point colour to mean something, such as a team or a category. Skip it if every point should read the same way.
One row per item. If the same feature appears twice with different scores, PlotSet plots both dots, which usually means a duplicate export rather than two real items.
Los pasos
El camino exacto en PlotSet, desde una plantilla en blanco hasta el gráfico terminado.
- 01
Pick the Quadrant Chart template
From the PlotSet dashboard, start a new project and choose the Quadrant Chart template. It loads with sample impact and effort scores already bound to the axes and the four quadrant labels, so you can see exactly how the columns map before you touch your own file.
Todas las guías empiezan aquí. Elige la categoría y luego la plantilla. Es la misma cuadrícula sea cual sea el tipo de gráfico que busques. - 02
Shape your sheet into label, x and y
Put the item name in the first column, then its two numeric scores in the next two columns, one row per item. Strip out any subtotal or notes column your source report added; the upload should be items and numbers only.
- 03
Upload your file or connect a sheet
Use the data panel to import a CSV or .xlsx file, paste rows straight from a spreadsheet, or connect a Google Sheet if you want the chart to pick up new scores later without a re-upload.
La vista de datos, aquí en un proyecto de gráfico de barras. Sube un CSV, saca los números de una imagen con Magic Import o sincroniza una Google Sheet. El panel es el mismo en todos los tipos de gráfico. - 04
Map the label and the two measure columns
Confirm which column feeds the point label, which feeds the horizontal axis, and which feeds the vertical one. PlotSet usually gets this right when your headers are clear, but check it manually if your sheet carries extra columns it might have guessed wrong on.
Las asignaciones deciden qué columna se convierte en la etiqueta, cuál aporta los valores y cuál define el color. Auto Binding las deduce de tus encabezados, así que revísalas en lugar de darlas por buenas. - 05
Set the dividing lines on purpose
Open the line controls and type in the actual threshold, a budget figure, a target score, whatever the boundary really is. If nothing like that exists, switch to the median option instead of eyeballing a line by dragging it.
- 06
Name each quadrant
Click into each of the four labels and replace the placeholder text with the action it represents: do first, plan, maybe later, drop. Keep each one short enough to sit inside the shaded box without crowding a nearby point.
- 07
Turn on point labels and colour by group
Switch on direct labels so every dot carries its item name without a separate legend. If your sheet included a group column, map it to point colour now; if not, leave every point the same colour so it does not imply a grouping you did not intend.
La pestaña Preview de un gráfico de tipo Quadrant Chart. Todos los controles de estilo están en el panel enmarcado: apariencia, encabezado, pie de página y las opciones propias de este tipo de gráfico, cada grupo en su propia pestaña. - 08
Publish the chart, or export it for a slide
Publish for a live, interactive chart with hover tooltips and a shareable link, grab the embed code to drop it into a page, or export a PNG, SVG or PDF for a slide.
Empieza con la plantilla de Quadrant Chart, que ya trae datos de ejemplo cargados, y sustitúyelos por los tuyos.
Abrir la plantillaPublícalo, incrústalo o expórtalo
El último tramo es igual en todos los tipos de gráfico: Share convierte el gráfico en un enlace público en vivo y un código de incrustación, y Export lo guarda como un archivo estático.
Share: enlace público y código de incrustación
Al activar el código de incrustación y el enlace público, el gráfico queda publicado. El enlace se lo puedes enviar a cualquiera sin problema, y el código de incrustación se coloca en cualquier página como un iframe que conserva los tooltips al pasar el cursor y toda la interactividad. Si editas el gráfico más adelante, haz clic en Recreate para llevar esos cambios a ambos.
Export: SVG, PNG o JPG
Export guarda una copia estática en el tamaño que necesites. El SVG se mantiene nítido a cualquier escala y se puede seguir editando en una herramienta de diseño; PNG y JPG son la opción segura para diapositivas y documentos. El multiplicador de escala es lo que te da una imagen nítida en una pantalla retina.
Consejos de estilo para un Quadrant Chart
Type the threshold into the line label, do not eyeball it
PlotSet's line control takes a numeric value and prints it next to the line. Enter the real figure there instead of dragging the line until it looks about right, so anyone reading the chart can see what the boundary actually is.
Turn on direct labels before you second-guess the dots
A quadrant chart with unlabelled points forces the reader to hover every dot to know what they are looking at. Switch on labels early in the process so you are judging the real chart, not a cloud of anonymous circles.
Colour by group, size by a third number
If your sheet has a category column, map it to colour. If you also have a third number worth showing, such as budget or headcount, map that to point size instead of adding a second colour scheme on top.
Match each quadrant's shading to its label's tone
PlotSet lets you tint each of the four background regions separately. Keep the tint faint and consistent with the label, a soft green behind "do first" reads faster than four identically grey boxes with text doing all the work.
Errores comunes al hacer un Quadrant Chart
Every point lands in the same quadrant
This usually means the dividing lines are still sitting at the default zero crossing instead of the median or your real threshold. Open the line controls and switch to the median option, which recentres both lines on your actual data.
The quadrant labels sit outside their boxes
This happens when a label is too long for the region at the current chart size. Shorten the label to two or three words, or widen the chart; PlotSet does not wrap quadrant label text automatically.
Points are missing after mapping the columns
Check the two measure columns for text values PlotSet cannot plot, a stray "N/A" or a unit typed into a number cell is the usual cause. Fix the cell in your source sheet and re-upload rather than editing it in PlotSet's data table.
Aprende más sobre el Quadrant Chart
¿No estás seguro de que el Quadrant Chart sea la opción correcta? Descubre qué es, cuándo usarlo y cuándo no.
Quadrant Chart: preguntas frecuentes
One row per item with a label and two numeric scores, plus an optional group column for colour. Both scores need their own numeric scale; PlotSet cannot plot a text category on either axis of a quadrant chart.
Crea tu Quadrant Chart ahora
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