Multi-Chart Visualizations with Shared Axes

Our next topic is creating multi-chart worksheets. Multi-column rows and charts. Any worksheet can have two different charts displayed in either a dual row or dual column layout.

In this situation, both charts must share a single axis. So, to create a multi-chart sheet, it's very simple, much simpler than you'd think. When you go to create your chart, you'll drag in a second dimension or measure into the column or row shelf.

Each of the marks card can be formatted independently. So, this is the exercise that we'll do. We'll move category over into columns.

So, I'm gonna go and bring in the information from Superstore sales data. So, let me bring in… So, I'm gonna do the whole import process again since this is day two. I'm gonna go to datasets, Superstore.

I'll just drag this in. Process, as you remember from yesterday, orders goes into the canvas area. I'm gonna bring in people next to orders.

I'm gonna take returns and I'm gonna bring that right next to orders. The connections are automatically made. When I go to orders, I'll hide the row ID.

That's all I need to do. Since this is the Superstore data, everything is pre-formatted to automatically work with Tableau. I'm gonna head over to sheet one and now I can begin to do the exercise.

So, I'm gonna bring category into… It's just something I'm not using. So, it's just having less… So, the question is, what would be the reasoning for hiding the row ID? It's just a habit. I've seen our other Tableau instructor do it and it's just having fewer fields displayed over in the sidebar that you're not gonna use.

So, you just remove it. It's not something we're ever gonna use for our data. It's just a sequential count.

So, no particular reason. It doesn't help me work with my visualizations better except not having it in the sidebar. So, I wanna move category into columns.

So, I'll look on the left. I'll take category and I'll move it over into columns. Then I wanna move sales into rows.

I'll take sales, which is down at the bottom, towards the bottom and I'll move it into rows. Then I wanna take quantity and I'll also move that over into rows. Now, it's pretty small.

So, I'm gonna click the dropdown here and choose entire view. Let me hide the show me. I now have two charts, one that represents sales and another one that represents quantity.

So, that's what we just did here. I wanna change category to subcategory because I think these blocks are a little too big. I'd like to see something that looks like a New York City skyline.

So, here's a trick. If you take subcategory and drag it on top of category, it will replace it. It will not add that field to columns.

So, I'm gonna drag this. I'm not gonna take out category. I'm just gonna put it on top of subcategory, on top of category and it just replaces it.

Now, I'm looking at the sales for subcategory and quantity and now it definitely looks like a skyline. Reverse sales and quantity to change the position. So, I'll click the swap rows and columns and I can take a look at it from this point of view or I can look at it from this point of view.

I could also say I want quantity to be on top. So, quantity is here and I'm gonna drag this over to the left of sales. Don't put it on top or else you'll replace sales.

And now quantity is on top and sales is at the bottom. If you wanna create three charts, you can bring in profit. You'll take profit and you'll drag it over to the right of sales and now you have three charts.

Of course, you'll do all the work that you would normally do to customize this. The thing to notice when you do this, let me take out profit. The thing to notice when you do this is over in the marks card, you have three marks cards.

You have all, quantity and sales. If you wanna customize just the quantity, make sure you select just quantity. Maybe I want the color of the bars to relate to the quantity.

So, I can take quantity and drag it over into the color for quantity and then I get that color. If I wanna do the same for sales, I'll click on sales, then I'll take sales and I'll drag that to color. And now, I have a similar type of color scheme for sales.

Darker values are higher, lower values are lighter. I have my legends on the side. So, if I wanted to edit any one of them, either quantity or sales, I can just double click and that brings this here.

I can click the dropdown and choose a different type of color. Let's say I choose green. I'll click apply.

We're okay. And there we go. We have green and blue.

Adding text labels is pretty simple. You just click on the T at the top and that automatically adds the values there. So, I did a little bit more than what I did in exercise two, but some of the stuff that you're gonna be familiar with when you're customizing your visualizations.

Dimensions and measures. You can replace a field by putting one field on top of another. We did that.

You can add a measure after a dimension, but not the other way around. You could try. It will not work.

This is something I know that is definitely true. There are no workarounds. There are no special tutorial videos on YouTube on how you can do this.

So, if I try to take sum of sales and put it next to category, I have no problem with that. It looks weird. It doesn't necessarily work, but if I try to take sum of sales and put it to the left of subcategory, it doesn't work.

It won't let me. If I try to take subcategory and move it over to the right, it won't let me. Just like it says, it's trying to put it before.

I'm trying to like, no, I want you to go here. It just put it right before quantity. No, here it won't let you.

I'm going to undo this so I don't do anything bad. Go back to the regular chart. I'll take out the numbers.

More than two measures in rows creates multiple marks card, one for each measure. The all marks card affects all the individual marks cards if you want to control everything from one. You can change the graph type for an individual mark card if you choose.

So what that means is, let's say I would like the quantity to be a line chart. You can do that now without affecting sales. You'll just go to quantity and where it says automatic, you're going to tell Tableau, I don't want you to automatically pick the chart for me.

I have my own agency here with this particular card. I'll click the dropdown here and I'll choose line. And now I show that as a line.

And then maybe I want to add a text label to this. This is quantity. I'll take quantity and I'll add that only to the quantity text label.

So only quantity gets that. I'm not turning it on for everything. You can change the color by picking a color.

You can change the size by adding quantity to the size mark. Let's say you don't want the quantity as a value. I'm going to take this and move it over to size.

Now the line, the size of the line is based on the value. Higher values have a thicker size. So I'm going to rename this to multi-chart just to keep things organized.

This is our first example of a multi-chart visualization.