Conditional Quadrants in Bubble Chart-PBI

Okay AartiD,

The reason could be One (or both) of your measures is using DAX time-intelligence function (like DATEADD, SAMEPERIODLASTYEAR, PARALLELPERIOD, etc.

Create a date table if uou've not created one

Date_Master =
ADDCOLUMNS(
CALENDAR(DATE(2020,1,1), DATE(2030,12,31)),
"Year", YEAR([Date]),
"Month", FORMAT([Date], "MMM"),
"Month-Year", FORMAT([Date], "MMM YYYY"),
"Quarter", "Q" & FORMAT([Date], "Q")
)

Go to Model view → Table tools → Mark as date table → Select [Date] column.

Ensure your fact table (e.g., Sales) has a relationship with Date table

Rebuild your measures like below

3-month rolling average (QoQ)

QoQ Growth (Rolling Avg 3M) % :=
VAR CurrentSales =
AVERAGEX(
DATESINPERIOD('Date_Master'[Date], MAX('Date_Master'[Date]), -3, MONTH),
[Total Sales]
)
VAR PrevSales =
AVERAGEX(
DATESINPERIOD('Date_Master'[Date], DATEADD(MAX('Date_Master'[Date]), -3, MONTH), -3, MONTH),
[Total Sales]
)
RETURN
DIVIDE(CurrentSales - PrevSales, PrevSales, 0) * 100

6-month rolling average (HYoHY)

HYoHY Growth (Rolling Avg 6M) % :=
VAR CurrentSales =
AVERAGEX(
DATESINPERIOD('Date_Master'[Date], MAX('Date_Master'[Date]), -6, MONTH),
[Total Sales]
)
VAR PrevSales =
AVERAGEX(
DATESINPERIOD('Date_Master'[Date], DATEADD(MAX('Date_Master'[Date]), -6, MONTH), -6, MONTH),
[Total Sales]
)
RETURN
DIVIDE(CurrentSales - PrevSales, PrevSales, 0) * 100

Now use these measures in final DAX

Quadrant Category :=
SWITCH(
TRUE(),
[QoQ Growth (Rolling Avg 3M) %] > 0 &&
[HYoHY Growth (Rolling Avg 6M) %] > 0 &&
[QoQ Growth (Rolling Avg 3M) %] >= 10 &&
[QoQ Growth (Rolling Avg 3M) %] > [HYoHY Growth (Rolling Avg 6M) %], "Good",

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

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

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

"Other"
)

Use in the view

• X-Axis: [QoQ Growth (Rolling Avg 3M) %]

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

• Size: [Total Sales]

• Legend: [Quadrant Category]

• Details: Hospital Name