August 27, 2011
Tableau Tip: 7 easy steps to create a combination chart with overlapping bars & a linehere.
As a follow up to my previous post, which showed how a dual-axis chart looks in Tableau (compared to the Excel version I wrote about in the post previous to my previous post), I was asked by someone named Anonymous (I can never seem to identify him/her) to create similar instructions for building the dual-axis overlapping bar and line chart in Tableau.
Here are the steps I used to produce the chart (there are a billions ways to skin the cat, so take it for what it is):
Step 1: Place the Week dimension on the Columns shelf and the Measure Values measure on the Rows shelf
Step 2: Drag the Number of Records pill off of the Measure Values shelf to remove it
Step 3: Drag the Units pill from the Measure Values shelf to the right edge of the chart (i.e., the secondary axis). You know you’re on the secondary axis when you see the dashed vertical line
You’re entire canvas should now look like this:
Step 4: Right-click on the Units pill, choose Mark Type => Line
You’re viz should now look like this:
Step 5: Right-click on the Measure Values pill, choose Mark Type => Bar
STOP! Pop the top off that next bottle of Blue Moon. Double-check your work. You’re viz should now look like this. If not, click the Undo button until you get back to a good spot.
Step 6: Drag the Measure Names dimension onto the Size shelf
Step 7: At this point, the bars are stacked. So on the Analysis menu, choose Stacked Marks => Off
That’s it! You’re done! There’s some formatting you could do like adjusting the width of the bars, changing the number format on the axes, etc., but the essence of the chart is now complete. Seven simple steps in 15 seconds (I wrote 90 seconds in my last post, but I timed myself this time).