Non numerical visual representation

[jsubash]

Hi all! Relatively new Power BI user here with a specific case I'm trying to solve and at a dead end. Would love this community's feedback if possible!

In short, I need to visually represent organizations in a data set with varying engagement levels (high/med/low) that span different regions.

In terms of data points, I have:

- org name

- engagement

- region.

I should add that I need to also ideally convey density graphically.. this is less about useable "dashboarding" per se and more to convey overall message of where we stand from an engagement perspective.

Originally, was hoping to use a scatter plot to have regions on the x axis and engagement on y axis to then plot Org name. However, I learned that non-numeric data is not useable..

Do you have any recs on what visualization to use if not a scatter plot? Any advice would be much appreciated!

[jsubash]

@rsbin thanks for your response! Problem is there are thousands of orgs in each region, so plotting on x axis wouldn't be ideal 😕

Any other visual you would recommend?

[rsbin]

@jsubash,

How many regions do you have?

[jsubash]

I have 5 regions, 3 engagement levels, and 1000+ orgs. 

Perhaps would converting the regions and engagement levels to numbers work? 

[rsbin]

@jsubash,

Thinking out loud here.  Putting 1000's of data points in a single visual, I think is meaningless to the reader to be able to interpret the organization name

Think about how to break up your data into multiple visuals.

For example:

Put your Region in a slicer.

Use a Bar or Column chart to display percentage of Organizations for each Engagement Level.

Then use a Drill through or another page to get to additional details.

This is simply a suggestion to try to get you thinking along some different lines. 

[rsbin]

@jsubash,

Perhaps try it this way:

Region on x-axis

Organization on y-axis

Turn engagement level into a number i.e 3/2/1, 15/10/5

This should enable you to use your scatter plot with the size or color of your marker representing engagement.

Hope this works for you,

Regards,

[jsubash]

Thank you so much for all your input RSBIN.. truly. 

I should add the intention for management is bit more visual comms than dashboard use-ability (to reply to your earlier comment).

With that mind, I have created new columns and converted both region (1-6) and engagement score (1-6) with numerical placeholders. I have org name still. I think I can use a bubble chart to show quantities that fall into each quadrant (for eg. 1,2 which is asia, engaged with #no of orgs) . However, I'm not getting the fields right. Any guidance on that per chance?

[rsbin]

@jsubash,

Unfortunately, I have rarely used scatter plots or bubble charts, so don't think I can be of much assistance here.  However, Google and Youtube can be very informative.  I normally search "Power BI & name of visual" and I get a myriad of stuff to research.

Good Luck and Kind Regards,