Visuals/Pl. XIII

    Slope Chart

    Before and after, done right

    Compare two periods as a slope or a dumbbell chart, straight from your model: labels that never overlap, colours that know when down is good, and change annotations on every line. No DAX tricks, no helper measures.

    Datasheet
    Status
    Available on Microsoft Marketplace
    Price
    $1.99 /user/mo · $19 /user/yr
    Licensing
    Per user, assigned in the Microsoft 365 admin center. 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, screen-reader descriptions and data table, high-contrast mode
    Languages
    English, Czech, German, Spanish, French
    Works in
    Power BI Desktop, Service, Embedded
    Pl. XIII  ·  Slope Chart  ·  the product spotrecorded from the shipped visual
    Two-period slope chart in Power BI with non-overlapping end labels, a story headline and Top 3 focus
    Pl. XIII  ·  Slope Chart  ·  Two periods, labels that never overlap, plus a story headline and Top 3 focus (premium).rendered from the shipped visual
    What it does

    SmartVisuals Slope Chart compares categories between periods as a slope chart, a dumbbell or a bump chart of ranks. It works from one measure per period, or from one measure plus a Year, Quarter, Month or Scenario column, and computes % change, absolute change, percentage points and rank moves inside the visual. End labels spread apart with leader lines and are never drawn on top of each other, and lines are coloured rising, falling or flat with a dead band and a Higher is better switch.

    With premium, the same chart becomes a business review pack: every period up to the latest 36, the Top N movers, one panel per region and a headline written from your data. Every premium feature previews free in edit mode, and viewers without a licence always see a working two-period chart, never a blocked or watermarked visual. No data leaves Power BI: the visual makes no external calls and requests no privileges.

    Search all visuals

    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
    • Slope and dumbbell viewsAny two periods as a slope or a dumbbell chart, from two measures or one measure plus a Period column. Dumbbells sort by end, start, change, % change, name or data order.
    • Labels that never overlapCollision-free end labels with leader lines; on a small canvas the least important labels give way first. Show name, value, rank or both on each side.
    • Change annotations%, absolute, both, percentage points (automatic for percent measures), rank move, or % and rank together. A start at or below zero shows the absolute change, never a misleading %.
    • Rise, fall, flat and lower is betterRising / falling / flat colouring with a dead band (e.g. +-2 %), and a Higher is better switch for costs, defects or scrap.
    • Focus and highlightFocus on named categories, rising only or falling only, and the rest fades to grey; hover isolates a line.
    • Four themes and every cosmetic optionSmartVisuals, Dark, Clean and Slate themes, per-category colours with fx rules and your real category names in the format pane, report theme colours, and control over every label, marker, axis and colour. Value gridlines, off by default, are under Period headers & axes > Value gridlines, with their own Gridline label size, Gridline label color and a shared Axis and gridline color; they draw in the slope and dumbbell views.
    • Native Power BI behaviourCross-filtering, highlighting, drill, bookmarks, report-page tooltips, a legend with counts, keyboard navigation, screen-reader support, high contrast and five languages (EN, CS, DE, ES, FR).
    Premium$1.99 /user/mo · first month free
    • Three or more periodsThe path through every month, quarter or year, up to the latest 36, with a note under the chart when earlier periods are left out.
    • Top / Bottom N moversFocus on the biggest movers, gainers or decliners by % change, absolute change, rank move or last value.
    • Small multiplesOne slope per region, segment or plant, with shared scales.
    • Story headlineA headline written from your data: who led the rise, who fell furthest, how many rose, the total change and a new number one.
    • Bump viewRanks computed for you, smooth curves and rank-move labels.
    • Benchmark and scalesAn average benchmark line with each line coloured by whether it ends above or below it, plus indexed (first period = 100) and share-of-period scales.

    How do you make a slope chart in Power BI without DAX tricks?

    Power BI has no native slope or dumbbell chart. The usual workarounds are a line chart with a MIN/MAX trick to connect the two periods, or a dumbbell assembled from a stack of helper measures for the start marker, the end marker, the bar, the labels and the colours. Both work on the first dataset and then need maintenance every time a period, a category or a filter changes.

    SmartVisuals Slope Chart reads the data model you already have. Map a Category plus one measure per period, or one measure plus a Year, Quarter, Month or Scenario column, and the lines, markers, labels, change annotations and colours are computed inside the visual. No DAX to connect the lines, no helper measures for labels or colours.

    Why do slope chart labels overlap, and how does this visual avoid it?

    When several categories end near the same value, their end labels collide and the chart becomes unreadable. This visual spreads end labels apart and connects them to their lines with leader lines. On a small canvas the least important labels give way first, so labels are never drawn on top of each other.

    Every line can carry a change annotation: % change, absolute change, both, percentage points (chosen automatically for percent measures), rank move, or % and rank together. When a period starts at or below zero, the chart shows the absolute change instead of a misleading percentage from a non-positive base.

    Slope, dumbbell or bump chart: which one should you use?

    A slope chart draws one line per category from the first period to the last, which makes the direction and steepness of each change easy to compare. A dumbbell puts a start marker and an end marker on one row per category and can be sorted by end value, start value, change, % change, name or data order, which reads well with long category names. Both views are part of the free tier.

    A bump chart plots ranks instead of values. The visual computes the ranks for you (ties share a rank), draws smooth curves through every period and labels the rank moves, so the question "who overtook whom" answers itself. The bump view is part of the premium business review pack.

    What if lower is better, like costs, defects or scrap?

    Lines are coloured as rising, falling or flat, and flat has its own colour and glyph. A dead band, for example plus or minus 2 percent, or a threshold in units, decides how much a value must move before it counts as a change, so small noise does not show up as a trend.

    The Higher is better switch flips the good and bad colours for KPIs where a fall is good news: costs, defect rates, scrap. The glyphs keep showing the true direction, so the chart stays honest in high contrast mode and for readers who do not rely on colour.

    How do you turn a slope chart into a business review pack?

    With premium, the same visual follows the path through three or more periods, up to the latest 36 months, quarters or years, and writes a note under the chart when earlier periods are left out. Top or Bottom N focus picks the biggest movers, gainers or decliners by % change, absolute change, rank move or last value, and small multiples draw one slope per region, segment or plant on shared scales.

    A story headline is written from your data: who led the rise, who fell furthest, how many rose, the total change and a new number one. An average benchmark line can colour each line by whether it ends above or below it, and indexed (first period = 100) and share-of-period scales make categories of different sizes comparable.

    What does the visual expect from your data?

    A Category field plus either one measure per period in Values, or one measure plus a Period column. Nothing needs to be pre-sorted or pre-ranked. The visual loads up to 3,000 categories, keeps the last 60 values of the Period column so the most recent periods survive data reduction, and draws the latest 36.

    It is built for finance (plan vs actual, year over year), operations and quality (plant KPIs where lower is better), sales (mix and rank shifts) and survey owners (wave over wave).

    Use cases

    Where Slope Chart earns its place.

    Year over year revenue by product line

    A finance team maps ProductLine to Category and two measures, Revenue FY2024 and Revenue FY2026, to Values in that order. Each product line becomes one line from the first year to the last, the end labels carry the % change, and lines are coloured rising, falling or flat, so the products that carried the year stand out without a table.

    Scrap rate by plant, where lower is better

    A quality lead maps Plant to Category and Scrap rate 2025 and Scrap rate 2026 to Values, with both measures formatted as percentages. In Colors, Higher is better is off, so falling scrap is drawn as good news, and Flat band measured as Absolute change with Flat within ± 0.002 keeps small wobbles grey. Because the measure is a percentage, the change annotation reads in percentage points.

    Budget vs actual by cost center

    A controller maps Cost center to Category and two measures, Budget and Actual, to Values. With View > Chart type set to Dumbbell and Sort rows by set to % change, each cost center is one row with a start and an end marker, sorted so the biggest overruns sit at the top, and long cost-center names stay readable.

    Survey results wave over wave

    A research team maps Statement to Category, the Wave column to Period and a Share agreeing measure to Values. The first and last waves become the two ends of each line; with a percent-formatted measure the Auto change annotation shows the move in percentage points, and Label content set to Rank and name shows where each statement placed in the first and the last wave.

    Rank shifts across three or more years (premium)

    A sales analyst maps Brand to Category, Year to Period and Sales to Values, then sets View > Chart type to Bump (rank). The visual ranks the brands in every year itself, ties sharing a rank, and Focus on Top / Bottom N with Rank by set to Rank move highlights the brands that climbed or dropped the most.

    One slope per region (premium)

    Adding Region to the Small multiples field draws one panel per region on a shared scale, with the same Category and Values as the single chart. A regional manager sees in one view which product line grew in every region and which grew in only one; Max panels and Columns in the Small multiples card control the grid.

    Getting started

    From empty canvas to first chart.

    1. 01

      Map a category to Category, then either one measure per period to Values, or one measure plus a Year, Quarter, Month or Scenario column to Period.

    2. 02

      Pick the slope or dumbbell view and the change annotation (%, absolute, percentage points or rank move); labels place themselves without overlapping.

    3. 03

      Set the dead band for flat lines and turn off Higher is better for costs, defects or scrap.

    4. 04

      Focus on named categories or on rising or falling lines, and try the premium features (3+ periods, Top N, small multiples, story headline, bump view) free in edit mode.

    Get Slope Chart

    Two ways in.

    Installation instructions for both paths are on the download page.

    Microsoft Marketplace (recommended)

    Reviewed by Microsoft, updates automatically, licences assigned in the Microsoft 365 admin center.

    Open Microsoft Marketplace
    Accessibility

    Readable and usable for everyone.

    Tab
    Moves into the chart. The whole chart is one tab stop, and focus returns to the line you left.
    Arrow keys
    Down or Right moves to the next line, Up or Left to the previous one.
    Home / End
    Jumps to the first or the last line.
    Enter or Space
    Selects the focused line and cross-filters the page. Hold Ctrl to add it to the selection.
    Esc
    Clears the selection.
    Shift+F10 or the context-menu key
    Opens the Power BI context menu for the focused line.
    • Screen readers

      The chart is announced as a slope chart with the number of categories and the first and last period, for example "Slope chart comparing 8 categories from FY2024 to FY2026". Each line is a list item that reads its name, the first and last value, the direction (rising, falling or flat) and the change, and says when it is selected. An off-screen data table repeats the comparison (category, first period, last period, change) for up to 200 lines.

    • Not colour alone

      Direction is also shown by the ▲, ▼ and ▶ glyphs on the change annotations, in the legend and in the tooltip, so rising, falling and flat lines read the same with or without colour, and with Higher is better switched off.

    • High contrast

      In Windows high contrast mode the chart takes every colour from the contrast theme: lines, labels and axes use the foreground colour, focus and selection use the selected colour, decorative fills are dropped, and custom category colours and the transparent background are set aside until high contrast is turned off.

    • Reduced motion

      The only animation, a short fade when you hover or focus a line, is switched off when the operating system asks for reduced motion.

    • Languages

      The format pane, notes, tooltips and screen-reader text are available in English, Czech, German, Spanish and French.

    Release notes

    What changed, and when.

    Updates install automatically from Microsoft Marketplace. Full history.

    1. 1.0.0.0

      First release on Microsoft Marketplace.

      • Slope and dumbbell views with labels that never overlap and change annotations.
      • Three or more periods, bump view, Top / Bottom N movers and small multiples (premium).
    Questions

    Asked before you did.

    More questions? See support or write to hello@smartvisuals.io.

    Either. Map one measure per period to Values, or one measure plus a Year, Quarter, Month or Scenario column to Period. The visual connects the lines and computes the changes itself; no helper measures are needed.

    Category (one line per product line, plant or customer) and Values. Without a Period column, Values takes up to 8 measures, one per period in before, after order. Period, Small multiples and Tooltips (up to 5 extra measures) are optional. Nothing needs to be pre-sorted or pre-ranked, and Category supports drill-down.

    Free: any two periods as a slope or a dumbbell, labels that never overlap, every change annotation, rise / fall / flat colouring with a dead band and Higher is better, focus on named categories or on rising or falling lines, four themes and every cosmetic option, cross-filtering, keyboard access and high contrast. Premium: three or more periods, the bump view, indexed and share scales, Top / Bottom N focus, the story headline, the average benchmark and small multiples.

    Never. In reading view, viewers without a licence always see a working two-period chart (first vs last period, the slope view, values scale, one combined panel). The visual never blocks a report and never shows a watermark; Power BI shows its own licence banner only on visuals where the author used a premium feature. In edit mode every premium feature is unlocked, so you can build and test everything before buying.

    Premium is a per-user licence through Microsoft Marketplace at $1.99 per user per month or $19 per user per year, with the first month free.

    For percent measures the change is shown in percentage points automatically. When a line starts at or below zero, the chart shows the absolute change instead of a misleading percentage.

    Up to 3,000 categories. The Period column keeps its last 60 values and the chart draws the latest 36, with a note under the chart saying how many earlier periods are not shown.

    Yes. The chart is one tab stop: the arrow keys and Home / End move between lines, Enter or Space selects (Ctrl adds to the selection), Esc clears and Shift+F10 opens the context menu. Screen readers hear each line's name, first and last value, direction and change, and an off-screen table repeats the comparison. Direction is also shown by ▲ ▼ ▶ glyphs, so it never depends on colour alone, and Windows high contrast mode is supported.

    English, Czech, German, Spanish and French, for the format pane, notes, tooltips and screen-reader text. Power BI picks the language from the report or user settings. Your own field and category names are shown as they are in the model.

    Yes. Reading view in the Power BI Service works like Power BI Desktop: licensed viewers see the full chart, others see the free tier. Where Power BI tells the visual that licences cannot be checked, for example in Power BI Embedded, Publish to web or Power BI Report Server, the visual shows the full premium chart rather than lock anyone out.

    No. The visual makes no external calls, sends no telemetry, loads no web fonts or images at run time and requests no privileges; every calculation runs inside your report.

    Use the Report a bug block on the support page (smartvisuals.io/support) or email hello@smartvisuals.io. A screenshot, the fields you mapped and what you expected to see help most. Sample data is welcome but never required.
    Troubleshooting

    When it does not look right.

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

    The visual says "One more period" instead of drawing lines.
    A slope needs at least two periods. Either put two or more measures in Values (one per period), or put one measure in Values and a Year, Quarter, Month or Scenario column in Period. When a Period column is used, only the first measure in Values is plotted; move any other measures to Tooltips.
    Before and after are the wrong way round, or the latest periods are missing.
    Without a Period column, the order of the measures in the Values well is the order of the periods, left to right: drag them into before, after order. With a Period column, the periods follow that column's sort order. Month names stored as text sort alphabetically, so give the column a Sort by column such as MonthNumber. The chart draws the latest 36 periods and writes "N earlier periods not shown" under the chart; if the Period column is sorted descending, the note tells you to sort it ascending to see the latest ones.
    Some lines show "new" or "gone" instead of a change, or a line has a gap.
    A blank value is treated as no data, not as zero. A category with no value in the first period is labelled new, one with no value in the last period is labelled gone, and a blank middle period breaks the line. A blank category name is shown as (Blank). If blank should mean zero in your model, return zero from the measure (for example [Revenue] + 0); note that a line starting at zero then shows an absolute change, not a %. If every category is blank in the chosen periods, the visual shows "No data to compare".
    The change annotation is not the number I expected (% instead of percentage points, or absolute instead of %).
    Labels > Change annotation set to Auto shows percentage points only when the measure is formatted as a percentage in the model; give the measure a Percentage format and a rate going from 20% to 25% reads +5.0 pp instead of +25%. When a line starts at or below zero there is no honest % change, so that line shows the absolute change. For the same reason, if any line starts at or below zero, the story headline, Top N by % change and the dumbbell's % change sort rank by absolute change instead.
    Some labels are missing and the chart says "+N labels hidden".
    Labels > Avoid overlaps (leader lines) never draws two labels on top of each other, so on a crowded or small canvas the least important labels give way. Make the visual taller, lower the Labels font size, set Label content to Name or Value, reduce Max label width, or use Focus > Named categories with Hide the others to keep only the lines you are talking about. Show notes turns the note itself off; in the dumbbell view the same note reads "+N more rows".
    Lines I expect to be red or green are grey, or I cannot find the per-category colour pickers.
    With Colors > Color lines set to By direction, any change inside the dead band counts as flat. The default is Flat within ± 2 with Flat band measured as % change; lower it, or switch to Absolute change and enter a threshold in the measure's units. Higher is better swaps the rising and falling colours for costs or defects. The Category colors card, with one picker per real category name, appears only when Color lines is set to By category. Lines can also be faded by Focus; Others opacity % controls how much.
    Readers see a simpler chart than I built, with a licence banner.
    Three or more periods, the bump view, the indexed and share scales, Top / Bottom N focus, the story headline, the average benchmark and small multiples are premium. Every one of them previews in edit mode. A viewer without a licence in reading view sees the nearest free chart (first vs last period, the slope view, values scale, one combined panel) and Power BI shows its licence banner once; the visual is never blocked or watermarked. To give a viewer the full chart, assign them a SmartVisuals Slope Chart licence in the Microsoft 365 admin center under Billing > Licenses.
    High contrast mode changed my colours, or I want to use the chart from the keyboard.
    In Windows high contrast mode the visual takes its colours from the host and ignores custom category colours, the axis colour and the transparent background, so the chart stays readable. Direction is still shown by the ▲, ▼ and ▶ glyphs on the change annotations, the legend and the tooltip. From the keyboard, Tab moves into the chart, the arrow keys and Home / End move between lines, Enter or Space selects a line (Ctrl adds to the selection), Esc clears the selection and Shift+F10 opens the context menu.
    For developers & AI agents

    Add this visual programmatically.

    Use the GUID and data roles below to add Slope Chart to a Power BI report via PBIR or the Report Authoring agent. Full catalog (JSON)

    Visual GUID
    slopeChart3830F09DFE1340B3ABC325FDC272DF9A
    RoleDisplay nameKind
    categoryCategoryGrouping
    periodPeriod (optional)Grouping
    valuesValuesMeasure
    smallMultiplesSmall multiplesGrouping
    tooltipsTooltipsMeasure
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