Scatter & Bubble

    Is the pattern real, and what moved?

    A scatter and bubble chart that says in one sentence how strong the relationship is, with named quadrants, a trend line with R² and Pearson's p-value free. Premium adds movement against last period, zones beyond 2×2, regression bands and diagnostics, clusters and up to 100,000 points.

    Read the documentationComing soon to Microsoft Marketplace
    Datasheet
    Status
    Coming soon to Microsoft Marketplace
    Price
    $1.99 /user/mo · $19 /user/yr
    Licensing
    Per user, assigned in the Microsoft 365 admin center, with a 30-day free trial. Unlicensed viewers see the free tier, never a blocked visual.
    Data
    Computed inside Power BI. No external calls, no API keys, no telemetry.
    Visuals API
    5.11
    Accessibility
    Keyboard navigation of every point, live region, hidden data table, high contrast, shapes by series, focus outline, minimum text size, reduce motion
    Languages
    20 languages: Chinese (simplified and traditional), Czech, Danish, Dutch, English, French, German, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil and Portugal), Slovak, Spanish, Swedish and Turkish
    Data volume
    Up to 10,000 points free, 100,000 with Premium
    Statistics
    Computed inside the visual, golden-tested against scipy, statsmodels and scikit-learn
    Privacy
    No external calls, no telemetry, no privileges
    Works in
    Power BI Desktop, Service, Embedded
    Dark-theme bubble chart in Power BI of revenue growth against gross margin per customer, coloured by region, with named quadrants and counts, a linear trend line and a caption with r, p, n, the equation and R²
    Pl. XLIV  ·  Scatter & Bubble  ·  Free: named quadrants with counts, a linear trend with its equation, R² and p-value, bubbles sized by revenue.rendered from the shipped visual
    What it does

    SmartVisuals Scatter & Bubble is a scatter chart and bubble chart for Power BI that states its answer: the caption reads "Moderate positive correlation: r = 0.36, p = 0.005, n = 60. y = 22.1 + 0.296x, R² = 0.129." Bubbles are sized true to their value, the trend line stays on when you add Size, labels never overlap, and a footnote says how many points are shown and why any are missing.

    The free version has named quadrants with counts, the linear trend with its equation and R², Pearson r with its p-value, reference lines, log, inverted and date axes, a play axis, lasso, zoom, templates, four themes, keyboard navigation and 20 languages, up to 10,000 points. Premium adds movement against the prior period with migration counts, zones up to 8 × 8, the regression suite with bands and p-values, outlier diagnostics, clusters, small multiples, density and up to 100,000 points. Every Premium feature previews in full while you edit, readers without a licence always see the free chart, and the visual makes no external calls.

    Free and premium

    Where the line is, exactly.

    Report authors see the full premium set in edit mode, so you can evaluate every feature on your own data before assigning a single licence. Unlicensed viewers always get a working chart.

    Free tierevery viewer
    • Scatter and bubbleArea-true bubbles, a legend, six marker shapes, Data Colors per legend value and fx colour rules.
    • Named quadrantsSplit at the median, mean, zero, a value or a benchmark measure; named, tinted, counted, points coloured by quadrant.
    • Trend line with R²A linear fit with its equation and R², also on a bubble chart, and a ring on points far from the trend.
    • Pearson r with its p-valueStrength, r, p and n in a plain-language caption, with an optional 95 % confidence interval.
    • Labels that never overlapTop N, all that fit, extremes per quadrant or selected only, with leader lines, a halo and highlight by name.
    • Reference linesConstant, mean, median, minimum and maximum, percentile, a ratio line and y = x with symmetry shading.
    • Axes your wayLogarithmic, inverted and date axes, jitter, auto-fit marker size and a Top N points filter.
    • Play axisOne frame per period with a slider, loop and trails; statistics recomputed per frame.
    • Annotations and imagesCallouts from a text measure and images in points from inline data:image values.
    • InteractionLasso selection, wheel zoom and pan, drilldown, highlight and cross-filtering, tooltips and report page tooltips.
    • Templates and setup guideExecutive, Analyst, Presentation, Minimal and Print; a setup guide on the empty visual; on-object formatting; four themes.
    • Accessibility and 20 languagesKeyboard navigation of every point, a screen-reader table, high contrast, shapes by series and reduce motion, in 20 languages.
    Premium$1.99 /user/mo · first month free
    • Movement vs prior periodArrows, lines or ghost markers from last period, improved, declined and unchanged counts, and a migration matrix.
    • Zones beyond 2×2Up to 8 × 8 by quantiles, equal widths or your own cuts, heat shading by better direction and a zone table.
    • Regression suiteQuadratic, cubic, logarithmic, exponential, power and LOESS fits; 90, 95 or 99 % confidence and prediction bands; a coefficient table with p-values; per-series and weighted fits.
    • Spearman and KendallRank correlations for relationships that rise steadily but not in a straight line.
    • Outliers with a reasonStudentized residuals, Cook's distance, leverage and Mahalanobis distance, with the reason in the tooltip.
    • Clusters and ellipsesk-means, hierarchical (Ward) and DBSCAN with noise, hulls and confidence ellipses.
    • Small multiplesOne panel per value on shared or free axes, with statistics per panel.
    • Density and 100,000 pointsShading, KDE contours or hexagonal bins, and up to 100,000 points.
    Getting started

    From empty canvas to first chart.

    1. 01

      Add SmartVisuals Scatter & Bubble to the page. With no fields bound it opens on a setup guide that lists every field well.

    2. 02

      Drag the entity to compare, such as Customer, to Details, and a measure each to X and Y. Add a measure to Size for bubbles and a field to Legend for colours.

    3. 03

      Turn on Quadrants, choose where X Split and Y Split go and name the four corners. Trend Line and Correlation are on the caption from the start.

    4. 04

      Pick a look under Theme > Style Template, and labels under Data Labels > Show.

    5. 05

      Optional, Premium: bind last period's values to Prior X and Prior Y for movement, or turn on Zones (Beyond 2×2), a band under Trend Line > Band, Clusters or the Density Layer. Everything previews in full while you edit.

    Get Scatter & Bubble

    On its way.

    Installation instructions for both paths are on the download page.

    Microsoft Marketplace (recommended)

    The offer is prepared for Microsoft Marketplace and not published yet. This page will link to the listing the moment it is live.

    Coming soon
    Documentation

    Everything else about Scatter & Bubble.

    The guide, use cases, questions and the full settings reference. Open what you need, or search.

    Search all visuals

    Scatter & Bubble in Power BI, explained

    6 short chapters: what the visual does and why

    Is the pattern in my Power BI scatter chart real?

    The caption above the chart says it in one sentence, for example "Moderate positive correlation: r = 0.36, p = 0.005, n = 60. y = 22.1 + 0.296x, R² = 0.129." That is Pearson's r with its p-value and the number of points, plus the linear trend's equation and R², all free. Correlation > Show 95% Confidence Interval adds the range of plausible correlations, which is often more honest than the single number.

    Premium adds the rest of the inference: confidence and prediction bands at 90, 95 or 99 %, quadratic, cubic, logarithmic, exponential, power and LOESS fits, a coefficient table with standard errors, t and p-values, adjusted R² and an F test, per-series and weighted fits, and Spearman ρ and Kendall τ-b for relationships that are not straight lines. Every statistic is computed inside the visual and golden-tested against scipy, statsmodels and scikit-learn.

    How do I add named quadrants to a scatter chart?

    Turn on Quadrants. X Split and Y Split put the lines at the median, the mean, zero, a value you type, or a benchmark measure bound to X Split and Y Split (a target growth, a target margin). Name the four corners under Top-Left Label, Top-Right Label, Bottom-Left Label and Bottom-Right Label (Stars, Margin-rich, Watch list, Growth at any cost), tint them, show the count in each, and colour the points by quadrant. All of it is free.

    Zones (Beyond 2×2) (Premium) goes past four corners: up to 8 × 8 zones cut by quantiles, equal widths or your own cut points, with Better Direction deciding which way is good, heat shading from bad to good and a zone table that counts the points per zone. Clicking a zone in the table selects its points.

    How do I show who moved since last year?

    Bind last period's values to Prior X and Prior Y (Premium) and every point gets an arrow, a line or a ghost marker from where it was. With quadrants or zones on, arrows are green into a better zone and orange into a worse one, and the caption counts them: "Since prior period: 6 improved, 6 declined, 12 unchanged; 12 changed zone." Movement vs Prior Period > Migration Matrix adds a table of zone-to-zone moves.

    Without Prior X and Prior Y, a Play Axis (free) animates the points through the periods with a slider, loop and trails for none, the selected or all points, and the caption recomputes the statistics for each frame.

    Does the bubble chart keep its trend line?

    Yes. Binding Size turns points into bubbles whose area is proportional to the value (the radius grows with the square root, anchored at zero), and the trend line stays on, because size is a display choice and the fit runs on X and Y. Bind Weight (Premium) when bigger points should count more in the fit. Large bubbles are drawn first so small ones stay visible on top, and Bubble Size sets the minimum and maximum radius.

    Labels never overlap: Data Labels > Show picks the most prominent (Top N), all that fit, the extremes per quadrant or zone, or only the selected points, with leader lines and a halo. Highlight Points Named labels the points you name, and the footnote counts the labels it had to hide.

    How many points can it draw, and how does it handle missing values?

    Up to 10,000 points free and up to 100,000 with Premium. Above 10,000 points the Density Layer (Premium) shows where they pile up as shading, KDE contours or hexagonal bins, while the trend and R² still compute on every point. Top N Points can deliberately keep only the Top N by size, X or Y.

    The footnote under the chart always says how many points are shown and why any are missing: rows without a numeric X or Y, zero or negative values on a log axis, the point cap, or a sample used for LOESS (2,500 points) or clustering (3,000 points). Samples are deterministic, so the result is the same on every refresh and in exports.

    What do report readers without a licence see?

    Always a working chart. The visual never blocks a report and never adds a watermark. In reading view each Premium setting falls back to its free behaviour: Spearman and Kendall to Pearson, other fits to linear, zones to quadrants (if Quadrants is on), small multiples to one panel, weighted fits to ordinary least squares, and up to 10,000 points; bands, tables, diagnostics, clusters, density and movement arrows are not drawn. Power BI shows its own short licence note. Defaults are free-only, so an unconfigured visual never raises that note.

    In edit mode every Premium feature renders in full, so you can try it on your own data before buying. Premium is $1.99 per user per month or $19 per user per year through Microsoft Marketplace, with the first month free, assigned per user in the Microsoft 365 admin center.

    Use cases

    Where Scatter & Bubble earns its place

    Customer portfolio: growth against margin, and who moved

    Account management puts Customer in Details, Revenue growth % in X, Gross margin % in Y, Revenue in Size and Region in Legend. Quadrants split at the median and are named under Quadrants (Stars, Margin-rich, Growth at any cost, Watch list) with Show Counts on. Binding last year's growth and margin to Prior X and Prior Y (Premium) draws an arrow from each customer's old position, and the caption counts how many improved, declined or stayed put.

    Sales reps: pipeline against win rate

    Sales operations puts Rep in Details, Open pipeline in X, Win rate in Y and Region in Legend. Data Labels > Show set to Extremes per quadrant / zone names the reps worth a conversation, and the free linear trend with R² and Pearson's p-value says whether a bigger pipeline really goes with a lower win rate. Small Multiples (Premium) gives each region its own panel and its own statistics.

    Pricing: how far from normal is this deal?

    Commercial finance puts Deal in Details, Unit price in X on a logarithmic X Axis > Scale and Units in Y. A power or logarithmic fit (Premium) with Trend Line > Band set to Prediction (new point) at 95 % shows the range a new deal at that price is expected to land in, and Outliers > Influence Diagnostics rings the deals that bend the curve, with the reason in the tooltip.

    Risk: likelihood against impact in zones

    Risk management puts Risk in Details, Likelihood in X, Impact in Y and Exposure in Size. Zones (Beyond 2×2) (Premium) with X Custom Cuts and Y Custom Cuts of 2; 3.5 builds a 3×3 grid, Better Direction set to Down and left shades it from bad to good, and the zone table counts the risks and sums the exposure in each zone.

    Operations: does speed cost quality?

    Plant management puts Line in Details, Units per hour in X, Defect rate in Y and Week in Play Axis. Pressing Play moves every line week by week, with trails for the selected lines, and the caption recomputes the correlation for each frame. Outliers > Flag Far From Trend rings the shifts that do not fit the line.

    HR: pay against tenure by job family

    HR puts Employee in Details, Years of tenure in X, Salary in Y and Job family in Legend. Reference Lines > Y Median shows who sits below the middle; Trend Line > Per Series (Premium) draws one fit per job family, and with many employees the Density Layer (Premium) shows where people concentrate when points overlap.

    Questions

    12 questions asked before you did

    More questions? Write to us.

    The free version is a full scatter and bubble chart: named quadrants, the linear trend with its equation and R², Pearson r with its p-value, labels, reference lines, log axes, a play axis, lasso, zoom, templates and up to 10,000 points. Premium adds movement against the prior period, zones beyond 2×2, the regression suite with bands and p-values, Spearman and Kendall, outlier diagnostics, clusters, small multiples, density and up to 100,000 points, for $1.99 per user per month or $19 per user per year through Microsoft Marketplace, with the first month free.

    SmartVisuals Scatter & Bubble has been submitted to Microsoft Marketplace and is not published yet. This page will link to the listing once it is live.

    The free version of the same chart. Each Premium setting falls back to its free behaviour (non-linear fits to linear, zones to quadrants, small multiples to one panel, the first 10,000 points) and Power BI shows its own short licence note. The visual never blocks or watermarks the chart, and in edit mode every Premium feature renders in full.

    X and Y, a measure each. Details gives one point per customer, product or site. Optional: Size, Legend, Label, Play Axis, Annotation, Image, Tooltips, X Split and Y Split (benchmark lines for the quadrants), and the Premium wells Prior X, Prior Y, Small Multiples and Weight.

    The confidence band shows where the average Y at a given X probably lies; the prediction band shows where a single new point probably lands, so it is always wider. Use the prediction band to judge whether one deal, rep or shift is unusual. Both are Premium, at 90, 95 or 99 %.

    Every regression, band, influence measure, correlation and clustering is compared with scipy, statsmodels and scikit-learn in the visual's automated golden test suite. LOESS is labelled as a visual guide and carries no p-values.

    Yes. The fit runs on X and Y; Size only changes how the points are drawn. Bind Weight (Premium) if bigger points should count more in the fit.

    Yes, free: one frame per value of Play Axis, with a slider, Play and Pause, loop, frame duration and trails for none, the selected or all points. Statistics are computed per frame, and the report opens on the latest frame unless Play Axis > Start Frame is First.

    No. The visual declares no privileges, makes no external calls and sends no telemetry. Images in points are drawn only from inline data:image values; web addresses are ignored. All statistics run inside the visual in your report.

    Yes. The chart is one tab stop; arrow keys move through the points in order of X, Page Up and Page Down jump ten, Home and End go to the ends, Enter or Space selects (Ctrl adds) and Escape clears. A live region reads each point with its real field names, and a hidden table lists the first 250 points.

    20: Chinese (simplified and traditional), Czech, Danish, Dutch, English, French, German, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil and Portugal), Slovak, Spanish, Swedish and Turkish, in the format pane and in everything the chart draws.

    Post it on the public board at smartvisuals.io/feedback, where other users can vote and comment, or use the Report a bug block on the support page (smartvisuals.io/support) or email hello@smartvisuals.io. A screenshot of the footnote and the fields you bound help most.

    Troubleshooting

    When it does not look right

    Found a bug or missing something? Post it on the requests board; the developer answers within two business days.

    The visual only shows the setup guide.
    X and Y are required. The guide lists what is bound and what is missing. If both are bound and the message says every row is missing a numeric X or Y, the measures return blanks or text for every row in the current filter.
    The footnote says some rows without numeric X and Y were excluded.
    Those rows have a blank or non-numeric X or Y and are left out of the chart and of every statistic. Check the measures for blanks in the current filter.
    Points disappeared when I switched an axis to logarithmic.
    A log axis cannot show zero or negative values, so those points are hidden and the footnote says how many. Set X Axis > Scale or Y Axis > Scale back to Linear, or filter the non-positive rows out on purpose. An axis Minimum of zero or less is ignored on a log axis.
    The footnote says it is showing the first 10,000 points.
    The free version draws up to 10,000 points and Premium up to 100,000. In edit mode every point previews; in reading view a reader without a licence sees the first 10,000 and Power BI shows its own licence note. Top N Points > Keep can also narrow the chart to the Top N by size, X or Y on purpose.
    The trend line is missing.
    Check Trend Line > Show. A fit needs at least three points with numeric X and Y, and X values that are not all equal (per legend value when Per Series is on). Exponential fits use only points with Y above zero, and power fits only points with X and Y above zero; if too few are left, no line is drawn.
    Bands, zones or Spearman show in edit mode but not for my readers.
    Those are Premium. In reading view without a licence each one falls back to its free behaviour: Spearman and Kendall to Pearson, other fits to linear, zones to quadrants (if Quadrants is on), small multiples to one panel, weighted fits to ordinary least squares; bands, the coefficient table, influence diagnostics, clusters, density and movement arrows are not drawn. Power BI shows its own short licence note; the chart is never blocked or watermarked. Assign the licence in the Microsoft 365 admin center and reload the report.
    The legend disappeared.
    Points are coloured by cluster (Clusters > Color Points By Cluster) or by quadrant or zone (Quadrants > Color Points By Quadrant / Zone), so the legend colours no longer apply and the legend hides.
    The play axis does not move.
    Reduce motion is on: Accessibility > Reduce Motion is Always, or it is Follow system setting and the operating system asks for reduced motion. Play then steps one frame per press. The report opens on the latest frame unless Play Axis > Start Frame is First.
    Custom zone cuts are read wrongly.
    X Custom Cuts and Y Custom Cuts are lists separated by commas, semicolons, spaces or |, so write decimals with a dot: 1.5; 3 gives two cuts, while 1,5 gives cuts at 1 and 5. Axis Minimum and Maximum do accept a decimal comma.
    An image in a point does not show.
    Only data:image/...;base64 values in the Image field are drawn. Web addresses are ignored on purpose: the visual makes no external calls.
    The zone table, coefficient table or migration matrix is missing.
    Side tables need the full layout (at least 560 × 300 px) and, in reading view, a licence. The migration matrix also needs Zones (Beyond 2×2) on. The Movement vs Prior Period card appears only once both Prior X and Prior Y are bound.
    Further reading

    Accessibility

    Keyboard, screen readers and high contrast
    Tab
    Moves into the chart, which is one tab stop. The focus ring then moves through the points in order of X.
    Right or Down arrow
    Moves to the next point; after the last it wraps to the first.
    Left or Up arrow
    Moves to the previous point; before the first it wraps to the last.
    Page Up / Page Down
    Jumps ten points back or forward.
    Home / End
    Jumps to the first or the last point.
    Enter or Space
    Selects the focused point and cross-filters the page. Hold Ctrl (or Cmd) to add it to the selection.
    Esc
    Clears the focus and the selection.

    • Screen readers

      The chart is labelled with its point count and the caption, for example "Scatter chart, 240 points. Strong positive correlation…". A polite live region reads each focused point with the real field names and values, and a visually hidden data table lists the first 250 points with Details (or Label), X, Y and, when bound, Size and Legend.

    • Not colour alone

      Accessibility > Shapes By Series gives every legend value its own marker shape (circle, square, diamond, triangle, cross, star), in the chart and in the legend. The Print template switches it on.

    • High contrast

      In Windows high contrast mode the visual uses only the system's foreground and background colours and sets custom colours aside, draws a distinct shape per series, outlines bands instead of filling them, turns heat shading off and draws the focus ring in the system's selection colour.

    • Reduced motion

      Accessibility > Reduce Motion offers Follow system setting (default), Always and Off. With reduced motion the play axis never advances on its own; Play steps one frame per press.

    • Focus outline and text size

      Accessibility > Focus Outline Color and Focus Outline Width (px) set the ring around the focused point, and Minimum Text Size (px) keeps every label, caption and footnote at or above that size.

    • Mouse and touch

      Click selects, Ctrl+click adds and a click on empty space clears. Shift+drag draws a lasso, the mouse wheel zooms at the cursor, dragging pans and a double click resets the view; Interaction > Lasso Select and Zoom (Wheel) And Pan (Drag) turn them off.

    • Context menu

      Right-clicking a point opens the Power BI context menu for it; right-clicking empty space or the setup guide opens it for the visual.

    • Languages

      The format pane and every text the visual draws (setup guide, caption, footnote, tooltips, tables, screen reader text) are available in 20 languages: Chinese (simplified and traditional), Czech, Danish, Dutch, English, French, German, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil and Portugal), Slovak, Spanish, Swedish and Turkish.

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