Scatter plots in Power BI - Dashboard Guide

Dashboard Mode - Scatter plots

Business Question

How do sales amount and profit margin relate across different product categories and regions?

Sample Data

Order ID	Product Category	Region	Sales Amount	Profit Margin (%)
1001	Electronics	North	1200	15
1002	Furniture	South	850	10
1003	Electronics	East	1500	20
1004	Office Supplies	West	400	5
1005	Furniture	North	700	12
1006	Electronics	South	1300	18
1007	Office Supplies	East	300	7

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM('SalesData'[Sales Amount])
  Result: 6250
• KPI Card: Average Profit Margin
  Formula: Avg Profit Margin = AVERAGE('SalesData'[Profit Margin (%)])
  Result: 12.43%
• Scatter Plot: Sales Amount vs Profit Margin
  X-axis: Sales Amount
  Y-axis: Profit Margin (%)
  Details: Product Category (legend), Region (tooltip)
  Purpose: Visualize relationship between sales and profit margin by category and region
• Table: Sales Details
  Columns: Order ID, Product Category, Region, Sales Amount, Profit Margin (%)

Dashboard Layout

+----------------------+----------------------+
|   Total Sales (KPI)  | Avg Profit Margin (%) |
|        6250          |         12.43%        |
+----------------------+----------------------+
|                                              |
|           Scatter Plot: Sales vs Profit       |
|                                              |
+----------------------------------------------+
|                Sales Details Table             |
+----------------------------------------------+

Interactivity

Adding a slicer for Product Category filters all components: the KPI cards, scatter plot, and sales details table update to show data only for the selected category.

Hovering over points in the scatter plot shows the Region and exact sales and profit margin values.

Self Check

If you add a filter for Region = North, which components update?

• Both KPI cards update to show totals and averages only for North region sales.
• The scatter plot updates to show only points from the North region.
• The sales details table filters to show only orders from the North region.

Key Result

Scatter plot dashboard showing relationship between sales amount and profit margin by product category and region with KPIs and detailed table.