Creating Advanced Butterfly Charts

Now, this is the final version. This is the advanced version. I would like a butterfly chart where the text is in the middle.

And so again, you're gonna have to play with the limitations of what you can put side by side. And there's a couple of tricks to work with here. But everything is written out step by step because I can tend to forget this unless it's like written out.

I'm gonna duplicate this because we've done some good work already. I'm gonna right click and choose duplicate. Now, when I rename the sheet, this part is automatically gonna rename and it's still sales versus quantity.

I'm gonna call this advanced. All right, but this may present some issues and you may have some more questions. But if you have this, you're right on track.

We'll finally get to create this butterfly chart. This is a very specific thing. So I want the labels on top of the bars.

So that's the subcategory labels. Make sure that your dimensions and calculated field, eccentric central access, all use the same data type. So sales is equal to bar and quantity is equal to bar.

So this is bar. I did that work already. This is bar.

This is text. That's appropriate. That's fine.

Convert the central access pill to a dual access mode. Oh, I think I remember you talking about this. The one on the left is going to have dual access.

The one, I mean the one on the right is gonna have dual access. The one on the left will not have that. So I have to take this and turn this into a dual access.

And then this should bring this on top of the, of the first bar chart. I'll choose dual access. Wow, we're almost there.

Now the colors changed. It's okay. You can change the colors later.

There's some things that are happening here automatically. But I don't like the placement of the text. We have to resolve that.

And we can play around with the color of the text, but so far so good. I like this part where the bars are right on top of each other. I just have to somehow get this text over to the middle.

So I wanna right click on the left axis and choose synchronize access. Usually when I think of access, I think of the bar here on the left that goes up or down, but it's actually down here at the bottom. So I'm gonna right click here and I'm gonna choose synchronize access.

I don't know what's gonna happen. Let's see. Oh, okay, we're getting closer.

Gee, but what's all this space here? I don't like this. And again, don't worry about the color. You'll change that later because it's gonna change anyway when you're doing all this stuff.

So I wanna right click and edit access and I wanna choose the set range to a fixed start of zero. And I wanna set end to automatic. So I'm gonna right click on the axis again and choose edit axis.

This time I wanna bring up the dialog box. So the range, the range is here. This is actually using these values.

That's why it's a little off centered. This minus 50, that's like minus 50 from the center here. So I'm gonna choose custom.

Just doing that, it already made a little bit of adjustment, but this start needs to be zero, not negative 50. Negative 50, this is zero in the middle. Negative 50 is negative 50 to the left.

I need to change this to zero. Holy, look at that. Now the fixed end, I'm gonna set that to, oh, I'm just gonna set it to fixed end.

So nothing to do there. Oh, automatic. So let's do that, automatic.

Very nice. All right, so I'm gonna close this. We're almost there.

Now what is the problem? Here's the problem. This text is appropriately on top of the left bar. Guess what's on top of the text? This bar.

That's why you can't see the other half of the text. And again, we'll play around with the colors later, even though it may be bothering you. So what we need to do is duplicate the text.

In a way, what you're gonna be doing is you're putting the same text on top of itself twice. Once on the blue bar and another time on the gray bar. It's gonna overlap, but it's gonna look like one text.

So you're gonna duplicate this because this, whatever's on the right, is on top. Whatever's on the right is on top. So I'm gonna hold onto control, and this is the cool way to do it.

I'm gonna hold onto control, and then I'm gonna drag this over and put this on top of the chart. Oh, wait, that's not what I wanted. So don't worry.

You've done this work before. So you're gonna right click here. This is a whole nother pill, and we haven't set these settings.

We have to set them all over again. I'm going to go to edit access. I don't wanna see the word zero.

I'm gonna go to custom, and I'm gonna say fix start at zero, and I'll choose automatic because I was already doing that stuff. And I'm gonna close this. Oh, make sure I'm on the right sum of zero.

I wanna go to sum of zero too. Okay, no, I was just doing the edit access. Now I wanna take subcategory and I'll drag it to text, but first I have to change this to text.

Right now it defaults to bar. I'm gonna change it to text just like you did last time. Now it's text, and you're gonna take subcategory like you told me, and you're gonna drag it to text.

And then now you have the text. And then, oh no, what do we do again? This is one type of chart. This is another type of chart.

I want to merge them together, dual access. I'm gonna click the button here and choose dual access. Okay, that's sort of like what I want, but the numbers are all over here.

So let me go back to my instructions. So something else I need to do, which is also part of the process, I wanna go down here for the access. I'm gonna right-click, and when you choose dual access, one of the things you need to do is synchronize access.

So I'm gonna click synchronize access. I need to do that anyway. All right, we're pretty close to where we wanna be.

I remember this having an issue before. I thought I set this to zero. So you needed to do this in a certain order.

So let me go to edit access and see if it's at zero. No, it changed again. So I have to go to custom, and then now I'll change this to zero.

Then I'll change fixed end to automatic. Ah, okay. I'll click this, and now we have our dual access chart.

We're not happy with the colors, but you can edit the text. So the text is gonna be different for both. I'm gonna go to sum of zero.

I'm gonna go over here to the text, and I'm gonna change this to a larger size. I'll choose 14. I'll choose a color.

I'll choose blue. And I can apply and take a look at this while I'm working on it to see if it looks good. Okay, maybe I'll make it bold and apply.

And maybe I'll make it darker. Maybe I'll make it blacker. Click apply.

I see, I think the color's being controlled somewhere else. So I think there's a fight here. So I'm looking at the colors here.

This is where I need to change the colors. So I'm gonna double click here for zero number two, and I'll pick a different color. I'll choose the dark blue that I want.

I'll click apply just to take a look at it. Yep, that's better. Then I'll choose the red that's here.

And then I'll make this, let's see, what would be a good color to contrast? I'll try green. The good thing about this is you can try different things. Let's see how it looks.

I'm gonna go and make it bold. That's what I can control from this zero. I'll go to text and I'll go here.

This I can definitely control by making it bold. I'll click apply. All right, that's much better.

So you'll play around with this. I'm trying to work with contrasting colors. You might choose a single color that works with both.

Let me see what I did in my, and then you can always change the colors of the bars to make it work with, let me make sure this is bold. The problem I sometimes have, and it's a mistake that you can make, you may need to select the text and then apply the formatting. And if you don't select the text and you just have your cursor flashing and you click bold, well, what you've bolded is a flashing cursor.

You haven't bolded the text. I'll click apply. And now that is much bolder.

That makes it stand out a little bit more. So not perfect. I'll click away.

A couple of things you can hide. I wanna hide this. So I'll hide show header.

I don't need that there. Now it's starting to look a little bit better. Here, I just use black.

And it worked the best with this. You can do something similar. You'll just go change the colors.

Black would work great because when it extends beyond the bar and you get into the white space, there's some text here that's difficult to read unless I make this black. I'll double click here. Choose a different color palette if you don't find the one that you want.

Let's see. I'll do this and then I'll do this. Click apply.

And I'll click okay. So a little bit better. I'll take out the labels for sum of sales because that's fighting with the text.

And there we go. So that is Butterfly Chart Advanced.