Published at: 2025-10-30

Dual-Axis Chart


Dual-Axis Chart

1.1 Use Cases

Dual-axis charts effectively visualize metrics with significant value differences under the same dimension. For example:
- Compare Sales Order amounts and quantities across different Account tiers
- Analyze annual Opportunity amounts and quantities by Departments

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1.2 Chart Configuration

1.2.1 Axis Data

  • Dimension: 1 dimension
  • Metrics: 1-6 metrics per Y-axis

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1.2.2 Style (Web)

1.2.2.1 Basic Info
  • Chart Name: Defaults to the analysis Subject during creation, customizable
  • Notes:
    • Content: Add contextual notes to clarify chart purpose
    • Display Style:
      • Collapsed: Shows as an icon; hover to view note
      • Expanded: Displays text directly after title
      • Hidden: No notes shown

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Collapsed note style

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Expanded note style

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Hidden note style

  • Metric Name: Defaults to metric name, editable
  • Dimension Name: Defaults to dimension name, editable

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1.2.2.2 Display Format
  • Layout:
    • Tile (Spaced): Bars separated by gaps (default)
    • Tile (Compact): Bars with no gaps
    • Stacked: Bars stacked vertically (labels show inside)
    • 100% Stacked: Percentage-based stacking (labels show inside)

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Layout options

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Tile (Spaced)

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Tile (Compact)

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Stacked

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100% Stacked

  • Chart Appearance: Defaults to straight lines, switchable to curves

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Straight lines

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Curves

1.2.2.3 Display Settings
  • Legend: Position at top (default), bottom, left, right, or hidden

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Top legend

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Bottom legend

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Left legend

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Right legend

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Hidden legend

  • Data Labels:
    • Display Mode:
      • Smart: Auto-hides overlapping labels
      • Forced: Shows all labels (may overlap)
      • Hidden: No labels

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Smart labels

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Forced labels

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Hidden labels

  • Label Position: Inside/outside bars (disabled for stacked charts)

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Labels outside

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Labels inside

  • Show Total: Toggle display of summary metrics

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Total shown

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Total hidden

  • Data Table: Show/hide data table with position options

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  • Scrollbar:
    • Smart: Auto-shows when data exceeds view
    • Always On/Off: Manual control

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Smart scrollbar

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Scrollbar hidden

1.2.2.4 Colors & Fonts
  • Color Schemes:
    • Modern (customizable)
    • Classic (fixed)
  • Font Size: 12-16pt

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1.2.2.5 Axes
X-Axis
  • Title: Customizable when enabled
  • Label Display:
    • Smart: Auto-truncates long text
    • Forced: Shows full text (may overlap)
    • Custom: Set character limit (3-12)

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  • Label Angle: Horizontal, 45° left/right, vertical

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Y-Axes
  • Primary/Secondary Y-Axis:
    • Title: Customizable when enabled
    • Chart Type: Column (default) or line
  • Gridlines: Show/hide
  • Zero Baseline: Separate Y-axis origins

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1.2.3 Advanced Features

1.2.3.1 Advanced Settings
  • Reference Lines: Add up to 6 lines per axis
  • Show Zero-Value Dimensions: Toggle visibility
  • SN: Enable row numbering

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  • Sorting:
    • By dimension value or metric
    • Top N filtering

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Custom sort

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Metric-based sort

1.2.4 Mobile Styles

1.2.4.1 Sync with Web
  • Inherits Web settings (non-editable)

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1.2.4.2 Custom Layout
  • Optimized mobile display with fewer options

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