Visualizations → Combo Dual Axis

About a Combo Dual Axis visualization

A combo dual axis visualization allows you to compare multiple measures that have different scales. Information in a combo dual axis visualization is plotted on an x-axis and two independent y-axes; data values are plotted using data points that are connected using line segments.

A combo dual axis visualization is ideal for displaying both nominal or ordinal data as a chart. Nominal data is categorical. The categories are arbitrary labels without numerical significance that function to describe calculated values. Ordinal data has a natural sequence where the distinct (and often numerical) order functions categorize the calculated values.

The distinction between a visualization and an insight is that an insight is an instance of the visualization. As an instance, an insight has unique configurations that a dashboard developer determines for displaying a chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a grouping dimension and/or coloring dimension.

With three possible dimensions, a combo dual axis visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values by one or more attributes. The result is a combo dual axis chart on a dashboard tab that shows:

• a grouping dimension as the labels along the x-axis (horizontal axis)
• a coloring dimension as line segments
• a measure as the increments along the y-axis (vertical axis)

Configurations for a combo dual axis insight

A dashboard developer first selects a combo dual axis visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the combo dual axis chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the combo dual axis chart.

The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.

Each pill has configurable properties. The parent tray determines the available properties of a pill.

The available trays for a combo dual axis insight are:

• Grouping Dimension
• Coloring Dimension
• Measure
• Individual Filter
• Aggregate Filter

Grouping Dimension

From the Data panel, you can add a column or a formula to the Grouping Dimension tray. The combo dual axis insight plots the first pill in the Grouping Dimension tray on the x-axis.

Each pill in the Grouping Dimension tray is a filterable column for the insight. The pill ordering in the grouping dimension tray defines the following:

• the first pill is the initial grouping dimension
• the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping dimension and/or coloring dimension and in doing so, also create one or more dashboard runtime filters

Coloring Dimension

The Coloring Dimension tray is only available when there is only one measure pill.

From the Data panel, you can add a column or a formula to the Coloring Dimension tray. A coloring dimension is a third dimension that colors the areas in the chart. Each pill in the Coloring Dimension tray is a filterable column for the insight.

A defined coloring dimension introduces a Filter by menu as a user interaction for the area chart. With the Filter by menu, a dashboard consumer selects to filter the dashboard by:

• a grouping and a coloring dimension
• a grouping dimension
• a coloring dimension

The pill ordering in the coloring dimension tray defines the following:

• the first pill is the initial coloring dimension
• the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring dimension and in doing so, also create one or more dashboard runtime filters

Measure

To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.

A combo dual axis insight shows the increments for the measure pill on the y-axes. A combo dual axis insight with two or more measure pills does not support the definition of a coloring dimension.

You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation, Format properties, and axis direction.

Individual Filter

To filter individual rows for the combo dual axis insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.

To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.

Aggregate Filter

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

To create a filter expression, you can add a column or a formula to the Aggregate Filter tray from the Data panel. You can select the aggregate filter pill to open the Filter panel.

Using the Filter panel, you can specify the aggregation, the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the aggregate filter.

To learn more about filter expressions for an aggregate filter, review Concepts → Aggregate Filter.

Pill properties

The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:

• Grouping dimension pill properties
• Coloring dimension pill properties
• Measure pill properties
• Individual filter properties for a filter expression
• Aggregate filter properties for a filter expression

You can edit the properties of a grouping dimension, coloring dimension, or a measure pill with the Properties panel for a combo dual axis insight.

To create a filter expression, you can edit the properties of an individual filter or aggregate filter pill with the Filter panel.

In the case of the Filter property of a measure pill, you can open the Filter panel from the Properties panel to create the filter expression.

To open the Properties panel or Filter panel, select the pill arrow.

Grouping dimension pill properties

Here are the properties of a pill in the grouping dimension tray in a combo dual axis insight:

Coloring dimension pill properties

The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

Here are the properties of a pill in the coloring dimension tray in a combo dual axis insight:

Measure pill properties

The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

Here are the properties for a pill in the measure tray in a combo dual axis insight:

Individual filter properties for a filter expression

To filter individual rows for the combo dual axis insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

Individual filter properties for a filter expression with a column as a pill

Here are the properties of a filter expression for a column as a pill in the Individual Filter tray for a combo dual axis insight:

Individual filter properties for a filter expression with a formula as a pill

Here are the properties for a filter expression for a formula as a pill in the Individual Filter tray for a combo dual axis insight:

Aggregate filter pill properties for a filter expression

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

Aggregate filter pill properties for a filter expression with a column as a pill

Here are the properties of a filter expression for a column as a pill in the Aggregate Filter tray for a combo dual axis insight:

Aggregate filter properties for a filter expression with a formula as a pill

Here are the properties of a filter expression for a formula as a pill in the Aggregate Filter tray for a combo dual axis insight:

Settings panel

With the Settings panel, you can configure additional properties for the combo dual axis insight. To open the Setting panel, in the Analyzer, in the Action bar, select Settings (gear icon).

User interactions for a combo dual axis insight

As a dashboard consumer, you can interact with a combo dual axis insight on a dashboard tab. Some interactions will affect only the combo dual axis chart. Other interactions will affect both the combo dual axis chart and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.

Here are the possible types of user interactions for a combo dual axis insight:

• Select a legend label to hide (and then select again to show) the related area
• Select a point on a combo dual axis border to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
• Select a point on an area border to open the Filter by menu and select an option to drill down into a grouping dimension and/or coloring dimension and in doing so, create a dashboard runtime filter
• Select a point on an area border to open the Go to menu and select a dashboard tab to navigate to (requires a dashboard drill down configuration for a coloring dimension or grouping dimension pill)

More Options menu for a combo dual axis insight

Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard can control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight.

For more information about RBAC and DAC, review Tools → Security Manager.

In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.

Download

• For the combo dual axis insight, select Download, or select More Options (⋮ vertical ellipsis), and then select Download as....
• Select the download file format:
  • PNG
  • JPEG
  • SVG
  • PDF

View as Table

The View as Table is an Incorta Labs feature and a tenant configuration. A CMC Administrator must enable the feature.

To view a combo dual axis insight as a Listing Table or Aggregated Table, follow these steps:

• For the combo dual axis insight, select More Options (⋮ vertical ellipsis).
• Select the table type:
  • View as Regular Table
  • View as Aggregated Table

For a Listing Table or Aggregated Table, you can:

• Download as CSV, xlsx, or PDF
• Send to Data Destination

Set Alert

You can set an alert that identifies specific changes to a combo dual axis insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter.

• For the combo dual axis insight, select More Options (⋮ vertical ellipsis).
• Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.

Open Lineage

Starting with 2023.7.0, you can view the data lineage of each insight on the dashboard. The Data Lineage Viewer v2 displays the entities (tables, views, variables, and columns) that the insight references.

• For the combo dual insight, select More Options (⋮ vertical ellipsis icon).
• Select Open Lineage. The Data Lineage Viewer v2 opens displaying the data lineage diagram of the insight.

Steps to create a combo dual axis insight

For an existing dashboard, to create a combo dual axis insight for a given dashboard tab, follow these steps:

• If not already open, open a dashboard.
• To add a new insight to the dashboard, in the Action bar, select +.
• If needed, in the Analyzer, in the Data panel, select Manage Dataset.
• In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
• To close the Manage Data Sets panel, select X or any other area of the Analyzer.
• In the Insight panel, select V.
• In Charts, select the Combo Dual Axis visualization.
• From the Data panel, drag various columns to various trays in the Insight panel:
  • Grouping Dimension
  • Coloring Dimension
  • Measure
  • Individual Filter
  • Aggregate Filter
• Configure the pill properties using the Property panel or Filter panel.
• Configure various insight properties using the Settings panel.

Example of a combo dual axis insight

In this example, you will create a combo dual axis insight that shows the revenue and cost per product subcategory. The example uses the SALES schema that comes with the Sample Data.

Add an insight starting 2023.4.0

• In the Action bar, select Edit (pen icon).
• From the Insight panel, from Charts, drag Combo Dual Axis to the canvas, and then hover over the new insight and select Edit (pen icon) to launch the Analyzer.
• In the Data panel, select Manage Dataset.
• In the Manage Data Sets panel, in Tables, select the SALES schema.
• Close the Manage Data Sets panel.
• From the Data panel, drag the following columns to the respective tray:

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  *   From the Products table, drag **Prod. Subcategory** to the Grouping Dimension tray.
  *   From the Sales table, drag **Revenue** to the Measure tray.
      *   Select the arrow to the right of the pill to open the Properties panel.
      *   For **Number** **Format**, select **Dollar Rounded** from the drop down list.
  *   From the Sales table, drag **Cost** to the Measure tray.
  
  

  In the Properties panel:

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      *   For **Number** **Format**, select **Dollar Rounded** from the drop down list.
      *   For **Axis Direction**, select **Left**.
  *   From the Sales table, drag **Units** to the Measure tray.
  
  

• In the Action bar, select Settings (gear icon).
  • In Layout, enable the Unify Y-axis (Left) toggle.
• Name the insight Revenue, Cost, and Unit Sales Per Product Subcategory.
• Select Save.