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

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/