Power BI: Analyzing Product Performance Using Scatter Charts

A scatter chart helps reveal the relationship or correlation between two numerical variables — for example, how Quantity Sold relates to Revenue Generated.
By adding a third dimension (bubble size) and a category legend, it becomes possible to compare multiple variables in one visual.

In this exercise, you’ll create a Scatter Chart in Power BI that plots Quantity (X-axis) against Revenue (Y-axis) for different products.
Each bubble’s:

• Position shows where it stands in terms of Quantity and Revenue.

• Color identifies the Product Name.

• Size represents the Revenue magnitude.

This chart helps identify:

• Products that sell the most (high Quantity).

• Products that bring in the highest revenue (high Revenue).

• Whether higher sales volume always leads to higher revenue.

Download https://archive.org/download/powerbi_dataset/powerbi_ui_example.xlsx

Step 1 – Load the Dataset

1. Open Power BI Desktop.

2. Click Home → Get Data → Excel.

3. Select the file powerbi_ui_example.xlsx.

4. From the Navigator pane, check:

   • Sales

   • Products

5. Click Load.

Step 2 – Build the Relationship

1. Go to the Model view (third icon on the left panel).

2. Confirm that Sales[ProductID] is linked to Products[ProductID].

   • If it isn’t, drag ProductID from the Sales table and drop it onto ProductID in the Products table.

Step 3 – Insert a Scatter Chart

1. Switch to Report view (first icon on the left).

2. In the Visualizations pane, select the Scatter Chart icon.

   • It resembles small circles arranged diagonally (hover text: Scatter chart).

3. Resize the visual area for a wide horizontal display.

Step 4 – Assign the Fields

In the Visualizations pane, fill in the fields as follows:

Steps:

1. Drag Product_Name → Legend.

2. Drag Quantity → X Axis.

3. Drag Revenue → Y Axis.

4. Drag Revenue → Size.

You’ll now see multiple circles (bubbles) positioned according to quantity and revenue, with distinct colors for each product — just like in your image.

Step 5 – Format the Scatter Chart

1. Click the Format (paint roller) icon.

2. Update:

   • Title: “Quantity and Revenue by Product_Name”.

   • Data Colors: Each product is auto-colored; adjust manually if desired.

   • Data Labels: Optional – enable to display values.

   • Plot Area: Set background to white or light gray for clarity.

Step 6 – Add Insights and Interpretation

• Products appearing toward the right have higher quantities sold.

• Products appearing higher up have higher revenues.

• The size of each point indicates total revenue impact.

• Products in the top-right quadrant are your top performers — both high-selling and high-earning.

• Smaller points in the bottom-left quadrant may indicate low-selling or low-revenue products.

Step 7 – Save the Report

1. Go to File → Save As.

2. Name it “Product_Scatter_Chart_Analysis.pbix”.