How to add more series in a Power BI Scatter Chart

[Fern_21]

Hi all!

In a Power BI scatter chart, I have to represent 3 series. I have filters that determine whether a project is closed or open.

Therefore I must represent in a gray series the revisions for the closed projects (without being influenced by the filter), a blue series for the closed projects which must change based on the selected filter, a red series with the open ones. Currently, I've only managed to insert one series.

How can I do? Thanks

[Shahid12523]

Create a category column with DAX:

SeriesCategory =
SWITCH (
TRUE(),
'Projects'[Status] = "Closed" && 'Projects'[IgnoreFilter] = 1, "Closed - Static",
'Projects'[Status] = "Closed", "Closed - Filtered",
'Projects'[Status] = "Open", "Open"
)

Put this column in the Legend field of the scatter chart.

Format colors: Gray = closed static, Blue = closed filtered, Red = open.

This way, you’ll get all 3 series in one scatter chart. ✅

[Fern_21]

Hi @Shahid12523 !

In addition to the 3 series, I should also represent trend lines. We would like a trend line in black for all projects and a trend line in blue for the filtered projects. The open projects should be in red and should not influence the trend lines. Also, my x and y axis is dynamic. I have parameters that allow me to select multiple fields.

It is possible in a scatter chart?

[v-sshirivolu]

Hi @Fern_21 ,
Here are options you can consider:

Option 1: Custom Visual

Utilize Deneb (Vega-Lite) or Charticulator.

Plot three scatter point series.

Add explicit regression lines:

Black: regression for all closed projects.

Blue: regression for filtered closed projects.

Exclude “Open” projects from regression analysis.

Dynamic axes and custom trend lines are supported by binding axes to field parameters.

Option 2: Manual Regression with DAX

Create measures to calculate regression slope and intercept using LINESTX.

Repeat the process for the filtered closed projects.

Generate a calculated table for the regression lines and combine both (black and blue) into a single table.

Build a scatter chart for data points and overlay regression lines using Deneb or an axis synchronization method.

Option 3: Split Visuals

Present a scatter plot for points only.

Add two separate line charts for the black and blue trend lines.

Synchronize X and Y axes.

Arrange the visuals to resemble a combined chart.

Example DAX for regression:
RegressionPoints_Closed =
ADDCOLUMNS (
GENERATESERIES ( MIN('Projects'[X_Value]), MAX('Projects'[X_Value]), 0.1 ),
"Y", [Slope_Closed] * [Value] + [Intercept_Closed],
"LineType", "Closed Trend"
)

Slope_Closed =
VAR DataPoints =
FILTER ( 'Projects', 'Projects'[Status] = "Closed" )
RETURN
LINESTX ( DataPoints, [X_Value], [Y_Value] ).[Slope]

Intercept_Closed =
VAR DataPoints =
FILTER ( 'Projects', 'Projects'[Status] = "Closed" )
RETURN
LINESTX ( DataPoints, [X_Value], [Y_Value] ).[Intercept]

[v-sshirivolu]

Hi @Fern_21 ,

I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. We are here to support you and will be happy to help with any further assistance you may need.

[MFelix]

Hi @Fern_21 ,

This depends on how you model is setup and how you make the difference between the projects, are you using meausures? is there a column with classification?

Can you please share a mockup data or sample of your PBIX file. You can use a onedrive, google drive, we transfer or similar link to upload your files.

If the information is sensitive please share it trough private message.

[Fern_21]

Hi @MFelix !

Yes, use of measures to distinguish between open or closed projects. I could also put a flag.

I'm currently experimenting with the Deneb graph.

[MFelix]

Hi @Fern_21 ,

Have you tried creating the measure to get the values placed on the scatter plot  and then use the measure to create a condittional formatting for the color? Based on the filter of each project?