For the complete documentation index, see llms.txt. This page is also available as Markdown.

Scatter/Bubble Charts

Scatter and bubble charts are ideal for revealing patterns, relationships, and correlations between data points.

Chart setup to build a bubble chart:

Axis

Drag the dimension to plot on the axis (e.g.,Sub Category).

Values parameter

Drag multiple measures to compare (e.g., 2024 Actuals, 2024 Plan, 2023 Actuals).

Chart type

Select Bubble from the Chart Type dropdown menu.

Bubble charts are particularly useful for datasets with a large number of data points, where the size of the bubbles can provide additional information about the data. The 2024 Actuals and 2024 Plan provide the x and y positions for each product subcategory. The 2023 actuals determine the size of each bubble.

Bubble chart

The x-axis and y-axis settings are identical for bubble charts.

1. Small multiples for bubble charts

Unlike other charts, adding a small multiple parameter to a bubble chart will not create a trellis. Analytics+ automatically maps small multiple parameters to the legend data well.

Small multiples for bubble charts

You can assign different markers to identify each small multiple category.

Category markers for bubble charts

2. Analytics for bubble charts

2.1. Reference lines

For bubble charts, horizontal reference lines are plotted based on the y-axis measure, and vertical reference lines are plotted based on the x-axis measure.

Horizontal reference line
Vertical reference line

2.2. Reference bands

Like reference lines, horizontal reference bands are plotted based on the y-axis measure, and vertical reference bands are plotted based on the x-axis measure.

Horizontal reference band
Vertical reference band

2.3. Connector lines

Connector lines interconnect different bubbles and display how the bubbles have been sorted.

Connector lines

3. Customization & formatting options under Canvas settings

Distinguish the various categories in your bubble charts with fill patterns. Fill patterns help in increasing the clarity of charts with high data density. Analytics+ now supports solid, outlined, and hatched fill styles. Navigate to Canvas Settings and select the fill style from the dropdown menu.

Bubble charts canvas settings

4. Legend settings for Bubble charts

4.1. Bubble

Enable the Bubble toggle in the Legend tab to display a size-based legend. Size-based legends make it straightforward to associate the value with the size of the bubble.

  • Label

You can choose to display the legend as concentric circles or in a row.

Circles in a row
Concentric circles
  • No of size range

Based on your data, you can define the number of circles to display in the legend.

Number of circles in the legend
  • Transparency

For concentric circles, you can set the transparency factor.

Transparency for concentric circles

Chart setup to build a scatter plot:

Configuration option
Configuration value

Axis

Drag the dimension to plot on the axis (e.g.,Month).

Values parameter

Drag multiple measures to compare (e.g., 2024 Actuals, 2024 Plan).

Chart type

Select Scatter from the Bubble charts section of the Chart Type dropdown menu.

Scatter plots are used to identify the relationship between two variables, such as positive, negative, or no correlation. If you add a third measure to a scatter plot, the chart is automatically converted into a bubble chart, with the 3rd measure taken as the size.

Scatter plot

Chart setup to build a quadrant chart:

Configuration option
Configuration value

Axis

Drag the dimension to plot on the axis (e.g., Month).

Values parameter

Drag multiple measures to compare (e.g., 2024 Actuals, 2024 Plan, AC vs PL%2024).

Chart type

Select Quadrant from the Bubble charts section of the Chart Type dropdown menu.

Quadrant bubble charts are an advanced type of bubble chart that combines the features of scatter plots and bubble charts with a quadrant overlay to provide deeper insights into data relationships. This visualization helps categorize data points into four distinct areas, each representing a different quadrant, to highlight relationships. The 2024 Actuals and 2024 Plan provide the x and y positions for each month. The AC vs PL%2024 measure determines the size of each bubble.

Quadrant bubble

1. Axis settings for quadrant charts

1.1. Horizontal (Y-axis)

Enable or disable the Y-axis using the toggle. When the Y-axis is disabled, you will only have 2 quadrants corresponding to the X-axis.

Y-axis disabled
  • Based on

Choose to render the Y-axis based on the Average/ Median/ Minimum/ Maximum/ Standard Deviation etc. You can also enter a custom value when you choose the Percentile or Constant options.

Average
Median
Maximum
Minimum
Percentile
Constant
  • Line style

Set the style, thickness, and color of the Y-axis line.

Line style

1.2. Vertical (X-axis)

Enable or disable the X-axis using the toggle. When the X-axis is disabled, you will only have 2 quadrants (top and bottom) corresponding to the Y-axis.

X-axis disabled
  • Based on

Choose to render the X-axis based on the Average/ Median/ Minimum/ Maximum/ Standard Deviation etc. You can also enter a custom value when you choose the Percentile or Constant options.

Minimum
Median
Average
Constant
Percentile
Maximum
  • Line style

Set the style, thickness, and color of the X-axis line.

Line style

1.3. Quadrants

You can set the background color for each quadrant. Additionally, you can customize the quadrant title, font, and vertical/horizontal orientations.

  • Fill

Set the background color of the quadrant.

Background color
  • Label

Enable or disable the title for each quadrant. Notice how the title has been disabled for the 3rd quadrant.

Label
  • Text

Assign a custom title for each quadrant.

Quadrant title
  • Font/Style

Set the font, size, style (Bold/Italic/Underline), and color for the quadrant title.

Font customization
  • Horizontal and vertical positioning

Set the horizontal and vertical positions of the quadrant title.

Additional formatting options

Here are the other settings that help you refine your bubble chart.

Feature
Description
Link

Number

Configure number formatting (decimals, units)

Legend

Show/hide and customize the legends

Data Label

Show exact values for each data point

Trellis

Create small multiples using category split

Conditional Formatting

Apply color rules to highlight values

Sorting

Sort axis order

Ranking

Limit to top/bottom N categories

Migrating from xViz Scatter/Bubble charts to Analytics+

Download ↓

Download the zip file to access the migration guide and PBIX demo file

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