More Visuals: Map, Matrix, Scatter & AI Insights
Beyond bar, line and pie — maps for geography, a matrix for cross-tabs, scatter for relationships, and AI visuals that explain your data.
What you will learn
- Pick maps, matrix and scatter for the jobs they suit
- Add drill-down and conditional formatting to make visuals explorable
- Use the Key Influencers and Decomposition Tree AI visuals
The right visual for the right question
Bar, line and pie cover a lot, but some questions need a different shape. Geography wants a map; a two-way breakdown wants a matrix; “does X relate to Y?” wants a scatter. And Power BI ships AI visuals that find patterns for you. Here is the menu:
| Visual | Best for | Example question |
|---|---|---|
| Map | Anything geographic | Which cities sell the most? |
| Matrix | A grid: rows × columns of numbers | Sales by Region (rows) × Product (columns) |
| Scatter | Relationship between two numbers | Does ad spend relate to sales? |
| Gauge | Progress toward a target | Are we hitting the 50k goal? |
| Treemap | Parts of a whole, many categories | Share of sales by product, lots of products |
A worked map
To plot sales by city, click the Map visual, drag City into Location and Total Sales into Bubble size. Power BI geocodes the city names (works out their latitude/longitude) and draws a bubble at each one, sized by sales.
Map: Location = City, Bubble size = Total Sales
Delhi (big bubble) 12,100
Pune (small bubble) 900
Jaipur (medium bubble) 1,650Note: Output: A map of India shows three bubbles — a large one over Delhi, a medium one over Jaipur and a small one over Pune — instantly revealing where the money is geographically. A bar chart could show the same totals, but a map adds the where, which is the whole point of geographic data.
A worked matrix
A matrix is a table with categories down the side and across the top, with a measure in the cells — like a pivot table. Drag Region to Rows, Product to Columns, and Total Sales to Values:
| Region ↓ / Product → | Keyboard | Mouse | Monitor |
|---|---|---|---|
| North | 1,200 | 0 | 8,900 |
| South | 0 | 450 | 0 |
| East | 1,200 | 0 | 0 |
Each cell is the total where that row and that column meet — a fast way to compare two categories at once, with row and column subtotals added automatically.
Drill-down: one visual, many levels
When you put a hierarchy on an axis — Year → Quarter → Month → Day, or Country → State → City — the visual gains a little drill arrow. Click it and the chart zooms from years into quarters into months, all in one visual.
- Drag a date field onto a chart’s axis; Power BI auto-creates a Year → Quarter → Month → Day hierarchy.
- Click the down-arrow (drill down) icon on the visual to turn drill mode on.
- Click a bar (e.g. 2026) to drop into its quarters, then a quarter to see its months.
Note: Output: The chart starts showing four yearly bars. Click 2026 and it redraws as that year’s four quarters; click Q1 and it shows January, February, March. One visual now explores three levels of detail instead of three separate charts.
Conditional formatting: colour that carries meaning
Conditional formatting colours numbers by their value so good and bad jump out. In a table, click a field → Conditional formatting → Background color, and set a rule (e.g. red for low, green for high). A sales table then shades big numbers green and small ones red automatically — readers spot the story without reading every figure.
AI visuals: let Power BI find the pattern
Two built-in AI visuals analyse data for you, no coding needed:
- Key Influencers: you pick an outcome (e.g. “high sales”) and a few factors; it ranks which factors most drive that outcome — “when Region is North, sales are 3× more likely to be high”.
- Decomposition Tree: you pick a number (Total Sales) and it lets you break it down by any field, click into the biggest part, break that down again — an interactive “why is this number what it is?” explorer.
Decomposition Tree: Total Sales 11,750
+- North 10,100
| +- Monitor 8,900 <- click to expand the biggest driver
| +- Keyboard 1,200
+- East 1,200
+- South 450Note: Output: Starting from 11,750, the tree splits into regions; North is largest, so you expand it and see Monitor (8,900) is the single biggest contributor. In a few clicks the AI visual answered “what is driving our sales?” — Monitor in the North — without writing any DAX.
Tip: Match the visual to the question: where → map, two categories at once → matrix, does A relate to B → scatter, what is driving this number → Decomposition Tree or Key Influencers.
Watch out: Maps need clean, recognisable place names. “Delhi” geocodes fine, but a typo or an ambiguous name (a town that exists in several countries) can plot in the wrong spot — set the field’s Data category to City/Country to help Power BI place it correctly.
Q. Which built-in AI visual lets you start from a number and repeatedly break it down by any field to find what drives it?
✍️ Practice
- Build a map of Total Sales by City and a matrix of Region (rows) × Product (columns).
- Add a date hierarchy to a bar chart and drill from year down to month.
🏠 Homework
- Add a Key Influencers or Decomposition Tree visual to a dataset and write two sentences on what it revealed about the drivers of a number.