Friday, June 9, 2023

Dual Combination chart in Tableau

A Dual Combination chart in Tableau is a powerful visualization that combines two different chart types into a single chart.
It allows you to display and compare two different measures with different scales on a shared axis. This type of chart is useful when you want to show the relationship between two related but distinct variables. Here's a step-by-step guide on how to create a dual combination chart in Tableau with an example.

Dual Combination chart

Step 1: Prepare your data

Ensure that your data is structured appropriately. It should contain at least two measures you want to compare. For example, you might have a dataset with sales and profit figures for different product categories.

Step 2: Connect to your data source

Launch Tableau and connect to the data source containing your dataset. This can be an Excel file, a database, or any other supported data source.

Step 3: Create a new worksheet

In Tableau, navigate to the worksheet tab and create a new worksheet. This will serve as the canvas for building your dual combination chart.

Step 4: Drag and drop the necessary fields

From the data pane, drag the measure you want to plot on the primary axis (e.g., "Sales") to the Columns or Rows shelf. Then, drag the measure you want to plot on the secondary axis (e.g., "Profit") to the same shelf. You can also add dimensions to further break down the data.

Step 5: Change the chart types

By default, Tableau may display the data as a bar chart or another chart type. To create a dual combination chart, click on the "Show Me" panel on the top-right corner of the Tableau window. In the "Show Me" panel, select the dual combination chart type.

Step 6: Assign measures to axes

Tableau will automatically assign the measures to the appropriate axes based on their default chart types. However, you can manually assign measures to axes by right-clicking on the measure pill in the Columns or Rows shelf and selecting "Dual Axis."

Step 7: Customize the chart

Tableau will generate the dual combination chart based on your selected fields. However, you can further customize it to enhance readability and provide more insights:

7.1. Format axes: Right-click on each axis and select "Edit Axis" to modify the range, tick marks, and other formatting options. You can also set different scales for each axis if needed.

7.2. Customize appearance: Use the formatting options in Tableau to modify the colors, lines, labels, and other visual elements of the chart. This can be done by clicking on the relevant elements and using the formatting tools available.

7.3. Add additional elements: Consider enhancing the chart with additional elements such as reference lines, annotations, or other relevant data.

Step 8: Save and share

Once you are satisfied with the dual combination chart, save the workbook and share it with others. You can export the chart as an image or publish it to Tableau Server or Tableau Public for wider distribution.

For example, let's say you have a dataset with sales and profit figures for three different product categories: Category A, Category B, and Category C. The sales and profit values for each category are as follows:

Category A: Sales - $10,000, Profit - $2,000

Category B: Sales - $15,000, Profit - $3,500

Category C: Sales - $8,000, Profit - $1,500

By following the steps mentioned above, you can create a dual combination chart in Tableau that visually compares the sales and profit figures for each product category. The sales data will be represented on the primary axis, and the profit data will be represented on the secondary axis. You can adjust the axis

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