What

A powerful Power BI R visual, matrix bubble chart, to analyze three measures (facts) with two selected dimensions.

Power BI R Matrix Bubble Chart Sales Opportunity Analysis

How

One needs to have R installed on the computer or to the server / enabled in the cloud environment. 

Here is a guide to get started: https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-r-visuals
Here is a link to some details: https://docs.microsoft.com/en-us/power-bi/visuals/service-r-visuals

Analysis example

• The edge color of a bubble tells about the margin % of a product.
• The fill color of a bubble tells about the % of opportunities won (hitrate) of a product.
• The bubble size illustrates the number of the opportunities.
• In the X-axis is the product dimension.
• In the Y-axis is the free feature bundle given together with the product dimension.

This could be an example from the car industry. The question could be what bundles we want to offer with what products and how should we price the product & bundle combinations.

See my blog post for an example use case:

https://www.plainlyresults.com/blog/power-bi-r-matrix-bubble-chart-sales-opportunity-analysis/

CODE

Add in your Power BI R visual the code below the "Paste or type your script code here:" text.

#change lib path to were you have ggplot2 and scales installed
library(ggplot2, lib="D:/Program Files/R/R-3.6.3/library")
require(ggplot2)
library(scales, lib="D:/Program Files/R/R-3.6.3/library")

#change columns Product, Free_feature_bundle, dataset$... to your columns in the Power BI model selected to the R visual
ggplot(dataset, aes(x = Product, y = Free_feature_bundle, label = paste(round(dataset$Opportunity_count, digits=0), round(dataset$Hitrate_perc, digits=2)*100, round(dataset$Margin_perc, digits=2)*100, sep=";"))) +
geom_point(shape = 21, aes(size = round(dataset$Opportunity_count, digits=0) , fill = round(dataset$Hitrate_perc, digits=2)*100, color = round(dataset$Margin_perc, digits=2)*100, stroke = 3)) +
geom_text(hjust = 1, size = 4) +
scale_size(range = c(15,50)) + #scaling of the bubbles
theme_bw()+ scale_fill_gradient2("Hitrate % (fill)", low=muted("red"), high=muted("green"), midpoint =
mean(dataset$Hitrate_perc*100)) +theme_bw()+ scale_color_gradient2("Margin % (edges)", low=muted("red"),
high=muted("green"), midpoint = mean(dataset$Margin_perc*100)) + labs(size = "Number of opportunities (size)")