Bubble Chart With Categories

[AartiD]

hi,

I am trying to cretae Bubbles Chart with quadratant categories as "Watch Out", "Concern", "Improving" & "Good". Below is screen shot of Bubble chart in Excel. X-Axis will have Mom% Growth & Y-Axis will have YoY% Growth. Bubbles will be hospital Names and Size of Bubbles will be Total Sales.  Its for Current year only.

Questions:-

1) What parametes should i put in X Axis and Y-Axis to cretate Quadrant

2) how to create Quadrant with names as shown in below excel screen shot.

[v-karpurapud · Accepted solution]

Hi @AartiD 

Thank you for reaching out to the Microsoft Fabric Community Forum.

To create a quadrant bubble chart similar to your Excel example, assign MoM Growth % to the X-axis and YoY Growth % to the Y-axis. This will position each bubble according to hospital performance over time. Set the bubble size to represent Total Sales for the current year, and use Hospital Name as a label or legend.

To divide the chart into quadrants labeled “Good”, “Improving”, “Watch Out”, and “Concern”, add constant lines at X = 0 and Y = 0 using the Analytics pane in Power BI. Then, create a calculated column in DAX to classify each data point by its MoM and YoY values, and use this as a Legend to color the bubbles by quadrant. To display the quadrant names, insert text boxes in each area or overlay a custom background image with the labels, ensuring your axis ranges align with the image.

Regards,
Karpurapu D,
Microsoft Fabric Community Support Team.

[v-karpurapud · Accepted solution]

Hi @AartiD 

Thank you for reaching out to the Microsoft Fabric Community Forum.

To create a quadrant bubble chart similar to your Excel example, assign MoM Growth % to the X-axis and YoY Growth % to the Y-axis. This will position each bubble according to hospital performance over time. Set the bubble size to represent Total Sales for the current year, and use Hospital Name as a label or legend.

To divide the chart into quadrants labeled “Good”, “Improving”, “Watch Out”, and “Concern”, add constant lines at X = 0 and Y = 0 using the Analytics pane in Power BI. Then, create a calculated column in DAX to classify each data point by its MoM and YoY values, and use this as a Legend to color the bubbles by quadrant. To display the quadrant names, insert text boxes in each area or overlay a custom background image with the labels, ensuring your axis ranges align with the image.

Regards,
Karpurapu D,
Microsoft Fabric Community Support Team.

[AartiD]

What should i do if i want % values in X-ais and Y-Axis constant lines of Power BI? As shown in below screen shot.

[v-karpurapud · Accepted solution]

Hi,

To show percentage values on both the X-axis and Y-axis, including constant lines, in Power BI, make sure your MoM Growth % and YoY Growth % fields are stored as decimal numbers (for example, 20% as 0.2). If required, you can create a calculated column to divide the values by 100. In the scatter chart’s Format pane, set Display Units to “None” under both the X-axis and Y-axis, and apply Percentage formatting so values appear as 0%, 20%, -20%, etc. For quadrant dividers, use the Analytics pane to add a constant line at 0 for both axes and enable their data labels, also formatted as percentages. Adjust the axis ranges as needed (such as -0.5 to 0.5 for -50% to 50%) to align with quadrant labels or background visuals.

Regards,
Karpurapu D,
Microsoft Fabric Community Support Team.

[burakkaragoz]

Hi @AartiD ,

You can definitely recreate this quadrant bubble chart in Power BI. Let me break it down step by step:

Step 1: Create the basic scatter chart

• Use a Scatter chart visual
• X-Axis: MoM Growth %
• Y-Axis: YoY Growth %
• Legend: Hospital Name
• Size: Total Sales
• Values: Leave empty

Step 2: Add quadrant logic Create a calculated column to identify which quadrant each hospital falls into:

Quadrant = 
SWITCH(TRUE(),
    [MoM Growth %] >= 0 && [YoY Growth %] >= 0, "Good",
    [MoM Growth %] >= 0 && [YoY Growth %] < 0, "Improving", 
    [MoM Growth %] < 0 && [YoY Growth %] >= 0, "Watch Out",
    "Concern"
)

Step 3: Add the quadrant labels and lines This is where it gets tricky. You have two options:

Option A: Manual shapes (easier)

• Add text boxes on your report page with "Good", "Watch Out", etc.
• Position them in the corners
• Add reference lines at X=0 and Y=0 from the Analytics pane

Option B: Background image (cleaner look)

• Take a screenshot of your Excel quadrant background
• In scatter chart Format pane → Plot area → Image
• Upload your background image
• Set transparency to around 30-40%
• Make sure your axis ranges match the image

Pro tip: Use the Quadrant column in your Legend field instead of Hospital Name if you want bubbles colored by quadrant category.

The key is getting those reference lines at 0,0 to divide your chart into the four sections.

Hope this helps clarify the process!

---

If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.

This response was assisted by AI for translation and formatting purposes.

[AartiD]

I am not able to understand from Step 3.

[ajaybabuinturi]

Hi @AartiD,
I am asueming, you want to create a same chart in Power BI. You can follow the below steps.

1. Use Scatter chart to recreate it. 
2. Add fileds as below
   Values = Not required for this
   X-Axis = MoM Growth %
   Y-Axis = YoY Growth %
   Legend = Hospital Name or Quadrant Label
   Size = Sales
   Tooltips = Based on business requirement
3. Add Quadrant Labels as Shapes or Add or create background image as is which is in excel and add it to the chart.
   

   Add shapes and text boxes manually:

   • Use rectangles for background colors and place text 

   • Use dynamic quadrant logic in a calculated column as below

Quadrant = 
SWITCH(TRUE(),
    [MoM%] > 0 && [YoY%] > 0, "Good",
    [MoM%] > 0 && [YoY%] <= 0, "Improving",
    [MoM%] <= 0 && [YoY%] > 0, "Watch Out",
    "Concern"
)

You can then color bubbles by Quadrant using Legend = Quadrant

Add background image to the chart:

• Select the scatter chart

• Go to Format pane > Plot area > Image

• Upload your image and set transparency = 0

• Adjust X and Y axis limits to match the quadrant lines in the image

Thanks,
If you found this solution helpful, please consider giving it a Like👍 and marking it as Accepted Solution✔. This helps improve visibility for others who may be encountering/facing same questions/issues.