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

1.2 Chart Configuration
1.2.1 Axis Data
- Dimension: 1 dimension
- Metrics: 1-6 metrics per Y-axis

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


Collapsed note style

Expanded note style

Hidden note style
- Metric Name: Defaults to metric name, editable
- Dimension Name: Defaults to dimension name, editable


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)

Layout options

Tile (Spaced)

Tile (Compact)

Stacked

100% Stacked
- Chart Appearance: Defaults to straight lines, switchable to curves

Straight lines

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

Top legend

Bottom legend

Left legend

Right legend

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

Smart labels

Forced labels

Hidden labels
- Label Position: Inside/outside bars (disabled for stacked charts)

Labels outside

Labels inside
- Show Total: Toggle display of summary metrics

Total shown

Total hidden
- Data Table: Show/hide data table with position options

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

Smart scrollbar

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

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)

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

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

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

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

Custom sort

Metric-based sort
1.2.4 Mobile Styles
1.2.4.1 Sync with Web
- Inherits Web settings (non-editable)

1.2.4.2 Custom Layout
- Optimized mobile display with fewer options
