Documentation

ReadyViz Documentation

Choose a ReadyViz Microsoft Power BI custom visual below, then use the product-specific guide for setup, field mapping, formatting, interpretation, and troubleshooting.

DGA Fault Triangles

DGA Fault Triangles for Power BI — End User Documentation

DGA Fault Triangles helps Power BI users visualize dissolved gas analysis results and classify transformer fault patterns using Duval Triangle methods. The visual supports Triangle 1, Triangle 4, and Triangle 5, with customizable segment colors, marker symbols, legends, and point connectors.

Product details

Product: DGA Fault Triangles
Publisher: ReadyViz.com
Platform: Microsoft Power BI custom visual
Last reviewed: 2 May 2026

View DGA products Microsoft Marketplace

Important: Duval Triangle methods are intended for fault classification, not fault detection. Confirm that a transformer requires DGA interpretation before relying on the triangle classification, and review results with a qualified transformer or asset-health specialist.

When to use DGA Fault Triangles

Visualizing transformer DGA sample results.
Classifying known or suspected transformer faults.
Comparing samples across assets, dates, or operating conditions.
Showing a sample path over time with connector lines and arrowheads.

Do not use it as

A replacement for lab quality checks or engineering review.
A standalone transformer health index.
A fault detection method when no abnormal gas condition has been established.
The only decision source for maintenance, outage, or safety actions.

Quick start

Install the visual. In Power BI Desktop or the Power BI service, open your report, go to the Visualizations pane, select the ellipsis, choose Get more visuals, select AppSource visuals, search for DGA Fault Triangles, and select Add.
Add the visual to the report canvas. Select the DGA Fault Triangles icon in the Visualizations pane.
Map your DGA fields. Add the required gas concentration fields for the selected triangle method. Use numeric concentration values and keep units consistent across gases.
Select the triangle method. Open Format visual > Chart and choose Triangle 1, Triangle 4, or Triangle 5.
Review the plotted points. Each sample is plotted inside a fault segment. Use labels, colors, and marker symbols to make segment categories easy to read.
Optional: show trends. Enable the Connector card to draw lines between points. Use arrowheads when you want to indicate movement from earlier to later samples.
Optional: add your license key. Open Format visual > About and paste your license token into License Key.

Data requirements and preparation

Each row should represent one DGA sample or one point to plot. Gas concentration values should be positive numeric values. DGA data is commonly entered in ppm, but all gases used by the selected method must use the same unit.

Recommended dataset fields
Field	Purpose	Example
Asset or transformer identifier	Groups results by transformer or asset.	TX-102
Sample date or sequence	Controls chronological analysis and helps connector lines represent trends.	2026-04-15
Gas concentration fields	Provide the numeric values used to calculate the triangle position.	CH₄, C₂H₂, C₂H₄, H₂, C₂H₆
Sample label	Provides a readable point label or tooltip value.	Sample A-0415

Standard Duval gas sets
Triangle method	Typical purpose	Standard gas combination
Triangle 1	Primary DGA fault classification.	Methane CH₄, acetylene C₂H₂, ethylene C₂H₄.
Triangle 4	Additional classification for low-energy or low-temperature conditions.	Hydrogen H₂, methane CH₄, ethane C₂H₆.
Triangle 5	Additional classification for medium- to high-energy thermal conditions.	Methane CH₄, ethylene C₂H₄, ethane C₂H₆.

CH₄% = CH₄ / (CH₄ + C₂H₂ + C₂H₄) × 100
C₂H₂% = C₂H₂ / (CH₄ + C₂H₂ + C₂H₄) × 100
C₂H₄% = C₂H₄ / (CH₄ + C₂H₂ + C₂H₄) × 100

Interpretation workflow

Validate the DGA sample: lab result, sampling date, transformer, and units.
Check that interpretation is appropriate using internal thresholds, trends, alarms, or engineering review.
Start with Triangle 1 for general DGA fault classification.
Use Triangle 4 when Triangle 1 indicates a low-energy or low-temperature condition such as PD, T1, or T2.
Use Triangle 5 when Triangle 1 indicates thermal faults such as T2 or T3.
Review the segment assignment against sample history, load, temperature, transformer design, and other diagnostic methods.
Document the triangle type, gas values, plotted segment, and follow-up action.

Format pane settings

About

Support, version, and licensing information. Paste the license key exactly as provided, then review Info, Plan Name, and Plan Expired when confirming licensing status.

Chart

Select Triangle 1, Triangle 4, or Triangle 5. Use Plot Projections for Unknown Segment to display projected points even when a point does not match known segment rules.

Legend

Turn the legend on or off and edit displayed labels such as PD, T1, T2, T3, D1, D2, DT, S, C, O to match company terminology or report language.

Segments

Set segment fill colors and marker symbol type, color, and size for PD, T1, T2, T3, D1, D2, DT, S, C, O, and Unknown. Use high-contrast markers for readability.

Connector

Show lines between points, choose color, thickness, style, optional background stroke, and arrowheads for chronological sample paths.

Recommended defaults for first-time users

Triangle TypeTriangle 1

LegendShow = On

ConnectorShow = On, Style = Solid

Unknown markerUse a high-contrast symbol color.

Symbol SizeUse 40–60 for balanced readability.

Troubleshooting

Issue	Likely cause	What to check
The visual is blank.	Required fields are missing or gas values are blank.	Confirm the selected triangle method has all required gas fields mapped and numeric values.
A point appears as Unknown.	The sample does not match a known segment rule or cannot form a valid triangle point.	Check gas values, units, blanks, zero totals, and Plot Projections for Unknown Segment.
Connector lines do not show the expected path.	Samples may not be sorted in the intended sequence.	Check sample date, sequence field, and filters. Use arrowheads when direction matters.
Legend text does not match company terminology.	Default segment labels are being used.	Open Format visual > Legend and edit the label text.
Markers are hard to see.	Marker color, segment fill color, or symbol size has low contrast.	Increase Symbol Size, change Symbol Color, or adjust segment fill colors.
License information looks incorrect.	The key may be missing, expired, mistyped, or not persisted.	Open About, re-enter the key, and include Version and Info values in support requests.

Glossary

DGA: Dissolved gas analysis, a transformer oil test used to measure gases generated inside oil-filled equipment.

Duval Triangle: A triangular diagnostic method that plots relative gas percentages to classify transformer fault types.

PD: Partial discharge. T1/T2/T3: thermal fault temperature bands. D1/D2: low- and high-energy discharge. DT: mixed thermal and electrical fault pattern.

S, C, O: follow-up regions used in Triangle 4 and Triangle 5. Unknown: a point that the visual cannot assign to a known segment rule.

References and source notes

Ultimate Risk Matrix

Power BI Risk Matrix — Ultimate Risk Matrix Documentation

Ultimate Risk Matrix helps Power BI users identify, visualize, compare, and prioritize risks on a configurable risk matrix. It plots risk scores using Likelihood and Impact, supports multiple risk measures such as initial risk, current risk, and target risk in one visual, and includes a chart type picker for switching between detailed category points and the classic risk bubble heatmap view.

Product details

Product: Ultimate Risk Matrix
Publisher: ReadyViz.com
Platform: Microsoft Power BI custom visual
Last reviewed: 4 June 2026

Open the Power BI risk matrix visual page Microsoft Marketplace

Important: A risk matrix is a decision-support tool. It should support, not replace, your organization’s risk policy, expert review, audit process, safety assessment, or regulatory obligations.

Overview

The Ultimate Risk Matrix visual turns risk scoring data into a clear Power BI risk matrix for risk registers, project dashboards, safety reviews, IT risk reporting, engineering assessments, and business governance reports. Use this section as practical risk matrix Power BI documentation for setup, field mapping, and interpretation.

A risk matrix usually compares Likelihood, meaning how probable it is that a risk will occur, with Impact, meaning how severe the consequences would be if the risk occurs. Report authors can configure matrix size, axis ranges, labels, risk bands, colors, fonts, gridlines, marker styles, chart type, category-point shape assignment, dataset pickers, and risk bubble labels with percentage precision.

When to use Ultimate Risk Matrix

Visualizing risks by likelihood and impact.
Prioritizing a risk register into low, medium, and high bands.
Comparing initial, current, residual, or target risk scores.
Showing several risk measures in one report visual.
Switching between detailed category points and aggregated risk bubbles with the chart type picker.
Displaying individual risks by category for transparent review.
Aligning risk reporting with a business-specific scoring methodology.

Do not use it as

The only source for safety-critical, financial, compliance, or operational decisions.
A replacement for formal risk assessment methodology.
A substitute for risk owner review or governance approval.
A way to compare risks unless the underlying scoring scale is consistent.

Quick start

Install the visual. In Power BI Desktop or the Power BI service, open your report, go to the Visualizations pane, select the ellipsis, choose Get more visuals, select AppSource visuals, search for Ultimate Risk Matrix, and select Add.
Add the visual to the report canvas. Select the Ultimate Risk Matrix icon in the Visualizations pane.
Bind your data. Add the fields or measures that represent the X-axis and Y-axis values, commonly Likelihood and Impact.
Add a category field. Use a risk name, risk ID, asset, project, process, or other category field when each risk should appear individually. A Category field also enables the chart type picker.
Choose a chart type. In Format visual > Chart Render, choose Default for individual category points or Risk Matrix/Heatmap Classic for aggregated risk bubbles. Use Show chart type picker when report viewers should switch modes on the canvas.
Choose your matrix layout. In Format visual > Matrix, select 4x4, 5x5, 6x6, or enable custom sizing based on axis ranges.
Configure risk bands. Choose Diagonal, Staircase, or Custom (Interactive), then adjust colors and boundaries to match your policy.
Customize axes and labels. Set axis titles, tick labels, custom labels, fonts, and colors.
Style markers and category points. Choose marker and point shapes, sizes, colors, transparency, and dataset-specific overrides for multiple X/Y pairs. For category points, use Assign shapes by to switch between risk-band shapes and per-data-pair dataset shapes.
Configure risk bubbles. In Risk Bubbles, choose count, percentage, or both for bubble labels, set decimal places for percentages, and optionally show a dataset picker when multiple X/Y pairs are bound.
Review before publishing. Confirm that plotted risks, labels, and low/medium/high bands match your organization’s scoring rules.

Data requirements and preparation

Each plotted point should have a numeric X value and a numeric Y value. In most risk dashboards, X represents Likelihood and Y represents Impact, but the visual can also be used with other two-dimensional scoring models.

Recommended dataset fields
Field	Purpose	Example
Risk ID or risk name	Identifies each risk.	R-014, Supplier outage
Category	Displays each risk individually or groups risks.	IT, Safety, Project, Finance
X-axis score	Horizontal matrix position.	Likelihood = 4
Y-axis score	Vertical matrix position.	Impact = 5
Additional X/Y pairs	Compares multiple states or measures.	Initial, Current, Target
Risk owner	Useful for tooltips, filters, or drill-through pages.	Operations Manager
Status or lifecycle stage	Distinguishes active, mitigated, monitored, or closed risks.	Active
Size	Optional numeric measure for scaling category points or aggregated risk bubbles.	Exposure value, expected loss

Numeric fieldsX-axis and Y-axis values should be numeric.

Consistent scaleAll risks should use the same scoring model.

Clear categoriesCategory values should be readable and unique enough for viewers.

Comparable statesInitial, current, residual, and target scores should represent comparable risk states.

Understanding the visual

The matrix background divides the chart into cells. Each cell represents a score combination, such as Likelihood 3 and Impact 4. Matrix cells can be styled as low, medium, or high risk bands.

Low riskUsually acceptable, monitored, or handled with standard controls.

Medium riskUsually requires mitigation planning or management attention.

High riskUsually requires urgent action, escalation, or stronger controls.

Multiple valuesCompare initial, current, residual, or target risk states in one report visual.

Category pointsDefault chart type that plots individual risks and supports shape assignment by risk band or dataset.

Risk bubblesClassic heatmap chart type that aggregates risks per matrix cell and labels each bubble with count, percentage, or both.

Band modes
Band mode	Best for	How it works
Diagonal	Standard risk matrices where risk level increases diagonally.	Uses diagonal ranges to divide cells into low, medium, and high bands.
Staircase	Policy models with step-based thresholds.	Uses comma-separated boundary profiles for Low → Medium and Medium → High transitions.
Custom (Interactive)	Organization-specific risk maps.	Lets report authors assign custom bands interactively when the band picker is enabled.

Chart types
Chart type	Best for	How it works
Default	Detailed risk registers and state comparisons.	Plots individual category points and optional markers/connectors for each X/Y pair.
Risk Matrix/Heatmap Classic	Executive heatmaps and crowded risk registers.	Aggregates risks into bubbles per matrix cell. Bubble labels can show count, percentage, or both.

Format pane settings

Chart Render

Choose the chart type: Default for individual category points or Risk Matrix/Heatmap Classic for aggregated risk bubbles. Turn Show chart type picker on when viewers should switch chart types directly on the report canvas. The picker is available when a Category field is bound.

X-axis

Usually represents Likelihood. Configure minimum, maximum, step, tick values, title text, title style, and optional custom labels from 0 through 10.

Y-axis

Usually represents Impact. Configure start, end, step, values, title text, title style, and optional business labels such as Negligible, Minor, Moderate, Major, or Severe.

Matrix

Controls band mode, band picker, low/medium/high boundaries, custom matrix sizing, 4x4/5x5/6x6 layouts, default cell color, font color, gridlines, and cell labels.

Risk bands

Set start and end diagonals, band colors, and font colors for Low, Medium, and High risk areas. Define up to 10 Custom Risk Bands. Align these values with your organization’s risk scoring policy.

Marker

Choose marker type, size, fill color, transparency, border, connectors, labels, and per-dataset overrides for multiple X/Y pairs.

Point

Controls category points in the Default chart type. Set Assign shapes by to Risk band when point shape should follow the resolved risk band, or Dataset when each X/Y data pair should have its own shape. Available shapes include circle, cross, diamond, rectangle, square, star, triangle, and wye.

Risk Bubbles

Controls the Risk Matrix/Heatmap Classic chart type. Configure bubble size, fill, transparency, border, labels, scaling, dataset picker, label content, and Decimal places for percentage labels. Percentage precision is available when label content is Percentage or Both.

Label names

Rename dataset labels used in legends, tooltips, labels, or dataset selection depending on report context. Use friendly names such as Initial risk, Current risk, or Target risk.

Practical setup examples

Standard 5x5 risk map

Set Matrix Size to 5x5.
Keep Band mode as Diagonal.
Configure low, medium, and high band ranges.
Keep axis titles visible and label axes Likelihood and Impact.

Business-specific scoring labels

Enable X-axis and Y-axis custom labels.
Map numeric scores to business terms such as Very Low, Low, Medium, High, and Very High.
Confirm label position aligns with matrix cells.

Multiple datasets comparison

Bind multiple X/Y measure pairs such as initial, current, and target risk.
Assign unique marker shapes and colors to each dataset.
For category points, set Assign shapes by to Dataset when each data pair should use a different point shape.
Use friendly dataset label names.

Classic risk bubble heatmap

Add a Category field.
Open Chart Render and choose Risk Matrix/Heatmap Classic.
Set Risk Bubbles > Label content to Count, Percentage, or Both.
Use Decimal places to control percentage precision from 0 to 6 digits.

Custom organization risk policy

Set Band mode to Custom (Interactive).
Turn on Show band picker.
Assign cells to low, medium, or high risk according to internal policy.
Review with the risk governance owner before publishing.

Recommended defaults for first-time users

Chart typeDefault for detailed registers; Risk Matrix/Heatmap Classic for aggregated heatmaps

Matrix Size5x5

Band modeDiagonal

GridlinesShow = On, thin or moderate width

Axis values and titlesShow = On

Custom labelsOff until the numeric scale is confirmed

MarkersCircle for one dataset; distinct shapes and colors for multiple datasets

Point shapesAssign by Risk band for band-based styling, or Dataset for per-data-pair category point shapes

Risk bubble labelsUse Count for simple heatmaps; use Both with 0-1 decimal places when percentages matter

Report design and accessibility tips

Use both color and labels; do not rely on color alone.
Choose marker and point colors that remain visible on low, medium, and high risk bands.
Use the classic risk bubble chart type when many risks overlap in the same matrix cells.
Keep risk band labels short enough to fit inside matrix cells.
Use consistent axis ranges across pages when viewers compare visuals.
Add tooltips for risk owner, mitigation status, due date, or residual risk notes.
Validate the matrix with the policy owner before publishing to a broad audience.

Troubleshooting

Issue	Likely cause	What to check
No points appear	Missing or nonnumeric X/Y values.	Confirm that both axes have numeric fields or measures.
Points appear outside expected cells	Axis range or step does not match the scoring scale.	Check X-axis and Y-axis minimum, maximum, and step settings.
Matrix size does not match the score range	Fixed matrix size is selected.	Use 4x4, 5x5, or 6x6, or enable Use axes ranges for custom Matrix size.
Custom labels do not appear	Custom labels are disabled or value is outside 0..10.	Turn on Use custom labels and confirm that the tick value has a matching custom label.
Dataset-specific marker or point settings are missing	Only one X/Y pair is detected, or point shapes are still assigned by Risk band.	Add multiple X/Y pairs, then set Point > Shape > Assign shapes by to Dataset for per-data-pair category point shapes.
Chart type picker does not appear	No Category field is bound or Show chart type picker is off.	Add a Category field and enable Format visual > Chart Render > Show chart type picker.
Risk bubble percentages have too many or too few decimals	Decimal places is not set for percentage labels.	Set Risk Bubbles > Configuration > Label content to Percentage or Both, then adjust Decimal places from 0 to 6.
Risk bands do not match policy	Band mode or boundaries are not configured correctly.	Review diagonal ranges, staircase boundaries, or custom band assignments.
Markers are hard to see	Marker color, transparency, or border settings reduce contrast.	Increase marker size, reduce transparency, or enable a contrasting border.
Visual cannot be added	Marketplace, tenant, or admin restriction.	Ask your Power BI administrator whether AppSource visuals are allowed for your tenant.

Glossary

Risk matrix: A grid used to classify risks by two dimensions, commonly likelihood and impact.

Risk heatmap: A compact visual name often used for a risk matrix when teams want to discuss exposure by likelihood, impact, and severity in steering committees or executive reviews.

Likelihood: The probability or frequency of a risk occurring. Impact: The severity of consequences if the risk occurs.

Risk band: A visual classification such as low, medium, or high risk. Matrix size: The number of cells in each direction, such as 4x4, 5x5, or 6x6.

X/Y pair: A pair of numeric values used to plot one dataset or risk state. Dataset-specific override: A marker shape, color, connector, label, or category-point shape setting that applies to a specific X/Y pair.

Chart type picker: An optional on-canvas control for switching between Default category points and Risk Matrix/Heatmap Classic bubbles when a Category field is present.

Risk bubble: An aggregated circle drawn per matrix cell. It can show risk count, percentage of visible risks, or both, with configurable percentage decimal places.