Conditional Quadrant chart in PBI

[AartiD]

Hi,

I want to create Bubbles Chart with quadratant categories as "Watch Out", "Concern", "Improving" & "Good". Below is screen shot of Bubble chart in Excel. X-Axis will have QoQ% Growth & Y-Axis will have YoY% Growth. Bubbles will be hospital Names and Size of Bubbles will be Total Sales.  Its for Current year -2025 only. I want Quadrants to be divided as per below conditions.

Categories	Conditions
Concern	QoQ<HYoHY and both negative; QoQ < -10%
Watch out	QoQ<HYoHY
Improving	QoQ>HYoHY
Good	QoQ>HYoHY and both positive; QoQ above 10%

I have used below measure for the above conditions:-

Quadrant for Bubble Chart=

SWITCH(TRUE(),

[QoQ Growth (Rolling Avg 3M) %] >= 10 && [HYoHY Growth (Rolling Avg 6M) %] <= 0, "Good",

[QoQ Growth (Rolling Avg 3M) %] > [HYoHY Growth (Rolling Avg 6M) %] , "Improving",

[QoQ Growth (Rolling Avg 3M) %] < [HYoHY Growth (Rolling Avg 6M) %] , "Watch Out",

[QoQ Growth (Rolling Avg 3M) %] <= -10 && [HYoHY Growth (Rolling Avg 6M) %] >= 0, "Concern")

I am only able to create measure , if i create column for above measure i am getting below erros:-

1) Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column.

2) Ambigious path Error.

I have already created one Bubble chart  but it does not have above Conditional quadrant. Can anyone help with conditional quadrant?

[v-dineshya]

Hi @AartiD ,

Thank you for reaching out to the Microsoft Community Forum.

You want to create Bubbles Chart with quadratant categories as "Watch Out", "Concern", "Improving" & "Good". And you have created Calculated column with some conditions, but getting below errors.

1) Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column.

2) Ambigious path Error.

Please try below steps to get the expected output.

1. Instead of creating calculated column , create the measure with below DAX code.

Quadrant Category =
SWITCH(
TRUE(),
[QoQ Growth (Rolling Avg 3M) %] > 10 && [HYoHY Growth (Rolling Avg 6M) %] > 0, "Good",
[QoQ Growth (Rolling Avg 3M) %] > [HYoHY Growth (Rolling Avg 6M) %], "Improving",
[QoQ Growth (Rolling Avg 3M) %] < -10 && [HYoHY Growth (Rolling Avg 6M) %] < 0, "Concern",
[QoQ Growth (Rolling Avg 3M) %] < [HYoHY Growth (Rolling Avg 6M) %], "Watch Out",
"Other"
)

Note: Calculated columns evaluate row-by-row without time context, whereas measures can aggregate by hospital, period, etc.

2.   Use the Scatter Chart visual instead of Bubble Chart ,  Scatter supports numeric X & Y axis.

X Axis --> [QoQ Growth (Rolling Avg 3M) %], 

Y Axis --> [HYoHY Growth (Rolling Avg 6M) %]

Size -->  [Total Sales]

Details -->  Hospital Name

Legend -->  Quadrant Category  measure

Filters --> Year = 2025

3. Add Text Boxes or Cards, Use transparent text boxes for quadrant labels:

Top-right --> “Good”

Top-left  --> “Watch Out”

Bottom-left  -->“Concern”

Bottom-right  --> “Improving”

Note: You saw errors because, Calculated columns can’t directly use time intelligence like rolling averages. You likely have multiple relationships between your date tables and sales, causing ambiguity. By keeping this logic inside a measure, Power BI will calculate the quadrant correctly per hospital and filter context.

Please refer below link.

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

I hope this information helps. Please do let us know if you have any further queries.

Regards,

Dinesh

[AartiD]

I am not able to put Quadrat category measure in Legend even in Scatter chart.

[v-dineshya · Accepted solution]

Hi @AartiD .

Thank you for the update. Please try below steps.

1. Quadrant Color measure for bubble coloring

Quadrant Color =
VAR QoQ = [QoQ Growth (Rolling Avg 3M) %]
VAR YoY = [HYoHY Growth (Rolling Avg 6M) %]
RETURN
SWITCH(
TRUE(),
QoQ < YoY && QoQ < 0 && YoY < 0 && QoQ < -0.1, "#FF0000",
QoQ > YoY && QoQ > 0 && YoY > 0 && QoQ > 0.1, "#008000",
QoQ < YoY, "#FFFF00",
QoQ > YoY, "#0000FF",
"#808080"
)

2. Instead of placing the Quadrat category measure in Legend , place the measure in Tooltip.

3. Apply Conditional Coloring, Select the Scatter chart.
Go to Format --> Markers --> Colors --> fx (conditional formatting). Set Format style to Field value. Based on field: Quadrant Color. This will color the bubbles based on the quadrant logic.

I hope this information helps. Please do let us know if you have any further queries.

Regards,

Dinesh

[v-dineshya]

Hi @AartiD ,

We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.

Regards,

Dinesh

[v-dineshya]

Hi @AartiD ,

We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.

Regards,

Dinesh

[grazitti_sapna]

Hi @AartiD ,

Already replied to your earlier post, did you try that? 

[AartiD]

Yes, I tried. Pls see my reply its showing Time Intelligence error.