pds-it
['Blog post','no']
Microsoft Technology
Blog
Microsoft Power Platform

Power BI Heatmap Tutorial: Create heatmaps step by step

Contents

    Power BI heatmaps - how to visualize data impressively

    In this tutorial, you will learn what heatmaps in Power BI are and how to create your own heatmaps in Power BI step by step, from data connection and design to practical tips for meaningful visualizations. You will also learn which heatmap types are available and how to use them specifically in your reports.

    1. what is a heatmap in Power BI?

    A heat map is a visual representation that makes data intensities visible through colors. The higher the value, the more intense the color. This allows you to immediately recognize patterns, trends and outliers in your data without the need for complicated diagrams.

    In Power BI, heat maps help you to make large amounts of data comprehensible. You can quickly recognize correlations and intuitively compare important key figures. Whether you are analyzing sales, user activities or geographical distributions, a Power BI heatmap provides you with clear visual indications of where there are anomalies.

    Typical areas of application are e.g:

    • Sales per month and product category: Shows at a glance when and which product groups are particularly successful.
    • Utilization per hour and weekday: Helps to identify peak times or quiet phases.
    • Geographical data (e.g. customer density): Makes visible in which regions your company is particularly active.

    2. what types of heat maps are available in Power BI?

    In Power BI, there are three main types of heat maps that are used most frequently in practice. They cover almost all use cases, from classic table analysis to complex geographical or sensor-based representations.

    A. Matrix heatmap (most frequently used)

    The classic variant: You use a matrix visualization and supplement it with conditional formatting. This highlights values in a table in color. This is ideal for e.g:

    • Time series (e.g. year, month, week)
    • Product or KPI analyses
    • Comparisons between categories

    B. Geographical heat maps

    This variant uses Azure Maps or ArcGIS to display data points spatially. Perfect if you:

    • want to visualize locations, customers or events
    • want to visualize point densities or regional differences

    C. Heatmaps via custom visuals

    In the Power BI Marketplace, you will find additional visuals that offer extended functions. These include, among others:

    • Heatmap by MAQ Software
    • Enhanced Heatmap
    • Heatmap Chart (Deneb Template)

    These visuals are particularly suitable for raster or pixel-based heat maps, such as temperature maps, IoT data or sensor measurements.

    3. create heatmaps - step-by-step

    Now it's time for the actual creation of heat maps in Power BI. In the following tutorial, we will use the ContosoRetailDW dataset from Microsoft. Together we will create two different heatmaps in Power BI, a matrix heatmap and one with Azure Maps-Visual.

    Preparation: Connecting ContosoRetailDW as a data source

    Before you create your first Power BI heatmap, you need a data source. In this tutorial, we will use the ContosoRetailDW dataset from Microsoft. How to integrate it into Power BI Desktop:

    Step 1 - Establish a connection to the database:

    1. Open Power BI Desktop
    2. Click on: Start → Retrieve data → SQL Server
    Power BI Desktop: "Start" ribbon with "Retrieve data" dialog open and SQL Server data source selected.
    Establishing a connection to the database

    Enter your connection data in the dialog box:

    • Server: your SQL server name
    • Database: ContosoRetailDW

    Example:

    Power BI dialog for SQL server connection with server name localhost\SQLEXPRESS and selected database ContosoRetailDW_German.
    Enter connection data
    • Then click on OK.

    Step 2 - Select tables:

    Select the required tables, for example:

    • FactSales
    • DimDate
    • DimProduct
    • DimStore
    • DimProductCategory
    • DimProductSubcategory
    Power BI Navigator with selection of the DimDate, DimProduct, DimStore and FactSales tables as well as a preview of the FactSales data.
    Select tables
    • Click on Load to import the tables into Power BI.
    • Optionally, you can check in the data model whether all links are set correctly:
    Power BI data model of the ContosoRetailDW dataset with tables DimStore, DimProduct, DimProductSubcategory, DimProductCategory, DimDate and FactSales including their relationships.
    Check data model

    Power BI heatmap example no. 1: Matrix heatmap (product category x year)

    The first variant is the "classic" Power BI heatmap. It shows at a glance how your sales are developing by product category and year. To do this, you use a matrix visualization with conditional formatting.

    Step 1 - Add matrix visual:

    - Select the Visual Matrix in the visualization area:

    Visualization selection in Power BI - the matrix visual is highlighted in the visualization panel.
    Select matrix

    Enlarge the visual on the report page and fill in the fields as follows:

    • Lines: DimProductCategory[ProductCategoryName]‍
    • Columns: DimDate[FiscalYear
    • ‍Values: FactSales[SalesAmount]
    Power BI matrix visual set up with ProductCategoryName in the rows, FiscalYear in the columns and SalesAmount as values.
    Power BI matrix heatmap without subtotals, shown for product categories and sales from 2007 to 2009.

    Step 2 - Activate conditional formatting - the actual heatmap:

    • Click on the drop-down arrow next to SalesAmount in the field area
    • Select Conditional formattingBackground color
    Power BI field list: Context menu for sum of SalesAmount with selected option Conditional formatting → Background color.
    Activate conditional formatting

    Define the color gradient in the dialog box:

    • Format style: Color gradient
    • Minimum: Lowest value (light), select color
    • Maximum: Highest value (dark), select color
    • Then click on OK.
    Power BI dialog for conditional background formatting with a color gradient from low to high values to visualize sales strength.
    Set color gradient
    Power BI matrix heatmap with sales values by product category and year, color-coded from light blue to dark blue, including totals per category and total value over all years.

    Optional: Hide subtotals

    If you only want to see the pure heatmap, you can deactivate row and column subtotals.

    To do this, open the format settings of the matrix (brush symbol) and switch off the options Column subtotals and Row subtotals .

    Settings for matrix visual in Power BI: Comparison between activated and deactivated column and row subtotals in the formatting area.

    Result:

    Optional: Hide numbers

    If you only want to see the colored areas:

    • Click again on the drop-down arrow at SalesAmount.
    • Select Conditional formatting → Font color.
    Power BI context menu for sum of SalesAmount with option Conditional formatting → Font color to adjust the text color.

    Now use the same colors as for the background.

    Result:

    Power BI matrix heatmap with hidden figures, which only shows the color progression of the values in shades of blue.

    → Dark-colored cells show categories and years with particularly high turnover, light-colored cells indicate lower turnover.

    Power BI Heatmap Example No. 2 - Heatmap on a map with Azure Maps

    The second variant shows your data geographically - perfect for seeing in which regions or cities you achieve particularly high sales. You can use the Azure Maps visual, which is already integrated in Power BI.

    Step 1 - Select Azure Maps visual

    • Select the Azure Maps visual in the visualization area:
    Visualization selection in Power BI: Azure Maps visual is selected in the visualization panel.
    Select Azure Maps visual

    Azure Maps visualization in Power BI with blue data points on the map of Europe, based on the sum of SalesAmount by GeoLocation.

    Configure the visualization fields as follows:

    Azure Maps settings in Power BI: Assignment of the fields GeoLocation for the location and SalesAmount for the size.

    Location: DimStore[GeoLocation]

    Size: FactSales[SalesAmount]

    Step 2 - Activate display as thermal image

    To turn the map into a real Power BI heatmap, open the format settings (brush symbol):

    - Switch off the bubble level .

    - Activate the thermal image level.

    - Select the desired colors for your heatmap under Colors .

    Power BI Azure Maps formatting: Deactivation of the bubble layer and activation of the heatmap layer with color gradient settings for the heatmap.

    Result:

    Azure Maps visualization in Power BI with thermal image representation of sales locations in Europe. The blue dots show the sum of SalesAmount by GeoLocation, with a high density in France and individual points in other European countries.

    You can now see on the map where your company generates the highest sales. Intensive color areas mark regions with strong sales performance, lighter zones show lower sales.

    4. design and best practices for Power BI heatmaps

    To ensure that your Power BI heatmaps are not only correct but also meaningful, it is worth fine-tuning the design a little. Pay attention to a clear, understandable presentation and consistent color logic.

    Tips for a convincing design:

    • Use a uniform color scale: Use a clear logic, for example red = bad and green = good (or vice versa). This way, users interpret the colors intuitively.
    • Add legend: Explains at a glance what the colors stand for. Particularly important for presentations or dashboards that are also used by other people.
    • Consider accessibility: Choose colors with high contrast so that the heatmap remains legible even for color-blind users .
    • Label cells: Numbers or values directly in the heatmap increase comprehensibility, especially for detailed analyses.
    • Less is more: If you display too many categories or time periods, the heatmap loses its impact. It's better to reduce it to the most important dimensions.

    Visual storytelling tip:

    Heatmaps unfold their full effect when you combine them with other visuals, for example:

    • KPI cards: Highlight key performance indicators and create context.
    • Time series: Show trends and developments over longer periods of time.
    • Slicer: Enables interactive filters so that users can set priorities themselves.

    5. get more out of your data - your next step with Power BI

    In this tutorial, you learned how to visualize data clearly with heatmaps in Power BI and gain real insights from large tables.

    You know now,

    • what a heat map is and what it is suitable for,
    • what types of heat maps are available in Power BI,
    • how to create a matrix heatmap and a geographic heatmap with Azure Maps step by step,
    • and what you should pay attention to in design and practice to make your visualizations work.

    With this knowledge, you are ideally prepared to use Power BI in your day-to-day work or to further expand your know-how.

    If you want to understand Power BI even more comprehensively and deepen your skills, these courses from us are the ideal next step:

    Microsoft Power BI - The training for getting started

    Learn how to import and analyze data and transform it into meaningful dashboards. Perfect if you are just starting out with Power BI and want to master the basics.

    Power BI: The modern business intelligence tool

    Deepen your knowledge of data models, visualizations and the entire ETL process. Ideal for anyone who wants to use Power BI specifically in controlling or data analysis.

    Both training courses show you how to use Power BI with confidence and how to get even more out of your data with professional dashboards.

    Author
    Egor Jackels
    Egor Jackels is a Microsoft-certified Power BI Data Analyst and Senior SEO & AI Consultant. He designs scalable data and analysis architectures and develops strategic dashboard and reporting solutions. By integrating modern AI systems, he creates the basis for efficient processes and well-founded decisions.