示例 CSV
| Feature | Impact | Effort |
|---|---|---|
| One-click export | 8 | 2 |
| Dark mode | 4 | 3 |
| Bulk CSV import | 7 | 5 |
| Custom branding | 6 | 7 |
| Slack notifications | 5 | 4 |
| API rate limit increase | 3 | 6 |
| Onboarding checklist | 8 | 4 |
| Advanced permissions | 6 | 8 |
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.
约 8 分钟Four 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.
你需要的数据
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.
操作步骤
PlotSet 中从空白模板到完成图表的具体点击路径。
- 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.
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。 - 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.
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。 - 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.
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。 - 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.
Quadrant Chart 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。 - 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.
从已加载示例数据的 Quadrant Chart 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。
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。
Quadrant Chart 的样式提示
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.
制作 Quadrant Chart 时的常见错误
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.
深入了解 Quadrant Chart
不确定 Quadrant Chart 是否是正确选择？查看它是什么、何时使用以及何时不使用。
Quadrant Chart：常见问题
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.
现在制作你的 Quadrant Chart
免费开始，300+ 模板任选。无需信用卡。