How to Create Blended Axis in Tableau
Knowing how to combine multiple metrics on a single chart is one of the most practical skills you can learn in Tableau. By layering different measures onto one shared axis, you can create a clear, direct comparison between them without cluttering your dashboard. This article will walk you through exactly how to create and customize these blended axis charts.
What is a Blended Axis Chart in Tableau?
A blended axis chart in Tableau allows you to display multiple measures on a single, shared axis. When you blend axes, Tableau creates a single pane with one continuous axis, and all your measures are plotted against that scale. It automatically generates a “Measure Names” field to separate and identify each measure (for example, by color or shape) and a "Measure Values" field that contains the values for all measures being used.
This approach is perfect for comparing measures that share the same unit and a similar scale, like 'Sales' vs. 'Profit' or 'Forecasted Sales' vs. 'Actual Sales'. Since they are all measured in currency and likely in a similar range, plotting them on one axis gives you an immediate visual sense of their relationship.
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How is a Blended Axis Different from a Dual Axis?
This is a common point of confusion for Tableau beginners, but the distinction is simple and important.
- Blended Axis: Uses one single axis for all measures. This means all measures must conform to the same scale. It's built for comparing apples to apples.
- Dual Axis: Uses two independent axes, one on the left and one on the right of the chart. This allows you to chart measures with completely different scales, like visualizing Revenue (in millions of dollars) and Quantity Sold (a whole number) against each other on the same timeline. It's built for comparing apples to oranges.
In short, use a blended axis when your measures are directly comparable on the same scale. Use a dual axis to show a relationship between two different types of measures.
Step-by-Step Guide: How to Create a Blended Axis in Tableau
Let's build a blended axis chart from scratch using the Sample - Superstore dataset included with Tableau. Our goal is to compare Sales and Profit over time.
Step 1: Create a Basic Chart
First, we need a baseline visualization with one dimension and one measure. This will be the foundation for our blended axis chart.
- Drag the Order Date dimension to the Columns shelf. Right-click the pill and make sure it's set to Month (the continuous green pill, not the discrete blue one) to get a nice trend line.
- Drag the Sales measure to the Rows shelf.
You should now have a simple line chart showing the total sales for each month over time. You can see an axis on the left representing Sales values.
Step 2: Blend the Second Measure onto the Axis
Now for the key step. We will add the 'Profit' measure to this existing chart. The trick is not to drop it on the Rows shelf, but directly onto the existing axis.
- From the Data pane on the left, find the Profit measure.
- Click and drag Profit over to the chart area.
- Hover it directly over the existing 'Sales' axis on the left-hand side of your chart. You'll know you're in the right spot when you see a symbol with two faint green bars appear next to your cursor.
Once you see those two bars, release your mouse button. Voilà! You have now created a blended axis chart. Tableau automatically plots both Sales and Profit as separate lines against a single, combined axis.
Pro Tip: If you're building a bar chart, you can drag the second measure directly onto the chart area containing the bars themselves instead of the axis. This achieves the same outcome.
Step 3: Understand "Measure Names" and "Measure Values"
When you performed that drag-and-drop action, Tableau did several things behind the scenes. Look at your shelves and Marks cards:
- The original Sales pill on the Rows shelf has been replaced by a new green pill called Measure Values.
- A new blue pill called Measure Names has appeared on the Marks card, likely under Detail. A filter for Measure Names has also appeared on the Filters shelf.
These two fields are Tableau’s automated way of handling blended axes.
- Measure Values: This special field is a container that holds the values of all the measures you're plotting (in this case,
SUM(Sales)andSUM(Profit)). - Measure Names: This field holds the names of the measures being used ('Sales' and 'Profit'). It acts like a dimension, allowing you to slice and dice your view by the measure itself.
This structure is incredibly powerful for customization.
Step 4: Customize Your Blended Axis Chart
A blended chart with two lines of the same color isn't very useful. Let's use the Measure Names field to distinguish our lines and make the chart easier to read.
- On the Marks card, find the Measure Names pill.
- Drag Measure Names onto the Color property on the Marks card.
Instantly, your lines will be given different colors, and Tableau will generate a color legend so you can tell which line represents Sales and which represents Profit. This makes the chart instantly more understandable.
Advanced Customization: Use Different Mark Types
What if you wanted to see Sales as a line chart but Profit as bars? You can do that, too.
- On the Measure Values pill in the Marks card, click the dropdown menu and select Use Separate Legends. This will give you more granular control.
- Next to your Measure Values pill, you'll see separate legends appear for each Measure Name: one for
SUM(Sales)and one forSUM(Profit). You might have to move the Measure Names pill to the shelf for "All" on the marks card for this to properly separate. - Click anywhere on your chart to deselect everything, then click on the legend entry for your first measure (e.g., Sales). Now you can use the dropdown to set a particular Mark type (like a line), size, or color for sales. Next, click on the legend entry for Profit, and change your mark type to bar.
- Your chart will now display Sales as a line and Profit as bars, all within the same visual pane and sharing one blended axis. This technique is excellent for highlighting different aspects of your data simultaneously.
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When Should You Use Blended Axis vs. Dual Axis?
Now that you know how to build both, knowing when to choose each type is critical for clear and honest data visualization.
Use a Blended Axis When:
- Your measures share the same unit. For example, comparing different types of revenue (Product Sales, Service Revenue) measured in USD.
- Your measures are on a similar scale. Comparing Profit ($50k) and Sales ($500k) is fine. Comparing Employee Headcount (50) and Revenue ($50,000,000) on the same axis would make the headcount values invisibly small.
- You need a direct, one-for-one comparison. The single axis provides an objective baseline to see performance.
Use a Dual Axis When:
- Your measures have different units. e.g., plotting the number of website Sessions against Dollars Spent on advertising.
- Your measures have vastly different scales. For instance, showing market share percentage (e.g., 0-5%) versus sales revenue ($0-$5M). A blended axis would squash the percentage line flat against the bottom.
- You want to show correlation, not direct comparison. Seeing if an increase in
Units Shippedcorrelates with an increase inCustomer Satisfaction Scorerequires two independent scales.
Final Thoughts
Creating blended axis charts in Tableau is a simple process that empowers you to create more insightful, less cluttered visualizations. By dragging a measure directly onto an existing axis, you unlock a powerful way to compare related metrics on a unified scale, using the auto-generated Measure Names and Measure Values fields to customize the view.
While mastering skills in tools like Tableau is valuable for building detailed dashboards, sometimes you just need to connect your live data and find an answer quickly. For this, we often use our own tool, Graphed. It allows us to connect marketing and sales sources like Google Analytics or Salesforce and instantly build real-time reports just by describing them in plain English, skipping the manual process of dragging fields onto shelves entirely.
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