Tableau Dual Axis is useful to compare Sales Amount data with total product cost or to compare Sales against profits etc. In this article, we will show you how to Create a Dual Axis chart in Tableau with an example.
For this Tableau dual axis report, we are going to use the Data Source we created in our previous article. So, please visit Data Labels in Reports article to understand the Tableau Data Source.
Tableau Dual Axis Chart Example
To create Tableau Dual Axis chart, First, Drag and Drop the Color Group (Created in Grouping article) from Dimension Region to Column Shelf.
Next, Drag and Drop the Sales Amount from Measures Region to Rows Shelf. Because it is a Measure value, the Sales Amount will aggregate to default Sum. Once you drag them, following Chart report will be generated.
In this Tableau dual axis combination charts example, we want to compare SalesAmount against Total Product Cost. So, Drag and Drop one more measure value, i.e., Total Product Cost from Measures Region to Rows Shelf. Since it is a Measure value, the Total Cost will aggregate to default Sum.
Please assign Data Labels or data points to the Chart by clicking the Abc label button present in toolbar
To create a Tableau Dual Axis chart, Please select the Total Product Cost in the secondary. Next, right-click on it will open the context menu. From that, Please select the below shown option.
Once you choose the option following screenshot will be displayed. From the below screenshot you can observe that We have Color Group in Horizontal and Sales Amount, Total Product Cost in Vertical, which are acting as the Tableau Dual Axis.
Let us change the Mark type from Automatic to more meaningful. We can do this in two ways:
First, select the Sales Amount, and right-click on it will open the context menu. From that, Please select the Mark Type option and select the Bar Chart for now
Once you choose the Bar Chart, it will display for Sales Amount Data
The second method of Tableau Dual Axis, Select the Total Prod Cost Yaxis and then select the Line type from the Marks card
We successfully created a bar and line chart. However, you can observe that For Red Color Total Product Cost value 4,696,177 is showing bigger than Sales Amount value 7,724,331. Because the Maximum value of the Sales Amount is 9 million, whereas Total Product Cost is 5 million.
Synchronize
If you have no problem, Leave as it is. Otherwise, Please select the Total Product Cost and select the Edit .. option to synchronize dual axis in Tableau.
Once you choose the option, a new window will be opened to synchronize Axis. Since our aggregated values of Sales Amount and Total Product Cost are the same. We can simply checkmark Synchronize dual axes option
Now, we got our Synchronize final result
Synchronize charts
In this Synchronize Tableau Dual Axis chart example, We just replaced the Sum of Total Product Cost with Count of Order Quantity.
Since our aggregated values of Sales Amount and Order Quantity are different, Synchronize dual axes option greyed out, as shown below. In these situations, we have to do it manually
To Synchronise Tableau dual chart, First, select the Axis with the maximum value. Here, it is Sales Amount with 9 million. Edit the option and select the Fixed option. Next, Please copy the End value from the End text box
Next, Change the option to fixed for Order Quantity. Then replace the End value with the SalesAmount End value (earlier copied End value).
From the below screenshot, you can observe that values of Sales and Count of Order Quantity are the same. Here the values of Order Quantity are minimal to display. But you can see the blue line in the bottom. Hope you understood the creation of Tableau Dual Axis and synchronize the values.
