Correct Visual for project

[rwong1]

How would I do the following and what chart fits the best?  Can you drill down into a dot on a line chart for more info?  I want to be able to set that up.

• Plot chart of portfolio. X axis is Total A/R value, Y axis is number of “Issues”. Each client is mapped onto the chart. The clients of most concern will be those with the largest exposures and the highest number of identified problems. User should be able to hover on each plot point and drill into the relevant client. “Issues” could be a variable metric that the user can toggle but could include:
• Any or all of the tracked stop light categories where a Risk is a red stop light
• Uncovered A/R percentage
• Debtor Concentration of over 10% with one Debtor
• Average TRUST score by debtor

Average Trust Score by Debtor

[Anonymous · Accepted solution]

Hi @rwong1 ,

You could try "Scatter chart" in Power BI Desktop and using drillthrough feature or tooltips feature.

Scatter, bubble, and dot plot charts in Power BI - Power BI | Microsoft Learn

Set up drillthrough in Power BI reports - Power BI | Microsoft Learn

Customizing tooltips in Power BI Desktop - Power BI | Microsoft Learn

Best Regards,

Stephen Tao

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