Tableau Dual Axis chart is useful to compare Sales Amount data with total product cost or to compare Sales against profits, etc. This article will show you how to Create a Dual Axis chart with an example.
Tableau Dual Axis Chart Example
To create a Dual Axis chart, First, Drag and Drop the Color Group (Created in the 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 the default Sum. Once you drag them, the 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 the default Sum.
Please assign Data Labels or data points to the Chart by clicking the Abc label button present in the 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 screenshot below, we have Color Group in Horizontal and Sales Amount, Total Product Cost in Vertical, which are acting as the 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 this Dual Axis demo.
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 the Red Color Total Product Cost value of 4,696,177 is showing bigger than the Sales Amount value of 7,724,331. Because the Maximum value of the Sales Amount is 9 million, whereas the Total Product Cost is 5 million.
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 Dual Axis Chart Synchronize final result.
In this Synchronize 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 the 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 the 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. I hope you understood the creation of Dual Axis and synchronized the values.