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How to Build a Quadrant Chart in Tableau | Step-by-Step Tutorial

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Feb 25, 2026
6:51

In this lesson, I walk through how to build a quadrant chart (4-quadrant scatterplot) in Tableau. Quadrant charts are one of the most effective ways to compare performance across two measures and quickly identify outliers, opportunities, and risk areas. In this example, we’re analyzing: • Profit Ratio • Average Discount At first glance, a scatterplot shows the relationship. But once you add quadrant segmentation, the insight becomes much clearer. You can instantly see: • High profit / Low discount performers • High profit but heavily discounted items • Low profit / Low discount products • Low profit / High discount problem areas Inside the video, I’ll walk you through: • Creating a Profit Ratio calculation • Building the base scatterplot • Adding average reference lines • Splitting the view into four quadrants • Categorizing marks based on performance • Two different ways to build the quadrant chart This is a foundational analysis technique you can apply to product performance, customer segments, sales teams, marketing channels, and more. Download the Workbook + Dataset You can download the workbook and dataset used in this lesson here: 👉 https://nlt.kit.com/quadrant If you want to go deeper than individual chart techniques, this is exactly the kind of real-world training we focus on inside Next-Level Tableau. Live classes. Real use cases. Advanced techniques you can apply immediately. Learn more here: 👉 https://www.nextleveltableau.com/ If this was helpful: 👍 Like the video 💬 Comment with other chart types you want covered 🔔 Subscribe for more Tableau training ---------- To go deeper, check out my courses: → Tableau Starter Kit - A beginner-friendly course designed to help you understand Tableau quickly - https://www.nextleveltableau.com/starterkit → Tableau Core Concepts - A comprehensive, self-paced course for Tableau users ready to level up - https://www.nextleveltableau.com/tcc → Join Next-Level Tableau - My most comprehensive Tableau program to help analysts become industry leaders, with the support of a like-minded community, and 1-to-1 help from me - https://www.nextleveltableau.com/ 📩 The Dual Axis Newletter Each week, I'll send you Tableau tips, tutorials, and strategies to design better dashboards, have more impactful, and stand out in your career: https://nlt.kit.com/ 🔽 Connect With Me • Official website - https://www.nextleveltableau.com/ • LinkedIn - / andykriebel #tableau #dashboard #tutorial #beginner

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How to Build a Quadrant Chart in Tableau | Step-by-Step Tutorial | NatokHD