Tableau stacked and side-by-side bar chart on column aggregation

up vote
1
down vote

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I have a data set like this

Name Occupation Payment Principal Interest Amy Nurse 100 90 15 Becky Teacher 80 100 20 Catherine Nurse 90 75 15 John Engineer 90 80 12 Tom Teacher 120 100 20 ... ... ... ... ...
I'd like to create side-by-side(Payment) stacked chart:

Row: Occupations
Column1 : stacked(Sum of Interest and Sum of LP Principal) by occupation

Column2 : Only Sum of LP Payment by occupation

Can anyone give me hint how to make it?

asked Nov 9 at 16:18

BruceBee

262

add a comment |

up vote
1
down vote

favorite

I have a data set like this

Row: Occupations
Column1 : stacked(Sum of Interest and Sum of LP Principal) by occupation

Column2 : Only Sum of LP Payment by occupation

Can anyone give me hint how to make it?

asked Nov 9 at 16:18

BruceBee

262

add a comment |

up vote
1
down vote

favorite

I have a data set like this

Row: Occupations
Column1 : stacked(Sum of Interest and Sum of LP Principal) by occupation

Column2 : Only Sum of LP Payment by occupation

Can anyone give me hint how to make it?

asked Nov 9 at 16:18

BruceBee

262

I have a data set like this

Row: Occupations
Column1 : stacked(Sum of Interest and Sum of LP Principal) by occupation

Column2 : Only Sum of LP Payment by occupation

Can anyone give me hint how to make it?

tableau

asked Nov 9 at 16:18

BruceBee

262

asked Nov 9 at 16:18

BruceBee

262

asked Nov 9 at 16:18

BruceBee

262

asked Nov 9 at 16:18

BruceBee

262

asked Nov 9 at 16:18

BruceBee

262

add a comment |

2 Answers
2

active

oldest

votes

up vote
1
down vote

Your data is not in the correct format for the required chart and you need to do some data prep.

Pivot all three measure fields from the data source page.

enter image description here

create a calculation to define the column for each data type

enter image description here

Build the chart as below and hide the header for column field.

enter image description here

answered Nov 9 at 23:08

Jose Cherian

3,06812227

Thanks very much! But if original measures were gone after pivoting. For instance if I still want to plot a bar chart occupation vs Principal sum how to get data from Principal only?
– BruceBee
Nov 10 at 14:35

@BruceBee, use Pivot Field Names and apply a filter(Only include Principal)
– Jose Cherian
Nov 10 at 23:52

Yea thanks I think could only do it like this but not quite convenient that I need to rename axis in every plot using these variables. And if I want to create a new calculated field like ratio of Interest to Principal I don't know how to move on further :/
– BruceBee
Nov 12 at 0:50

add a comment |

up vote
0
down vote

One approach that avoids reshaping your data is to use the measure names and measure values placeholder fields to create the stacked bar chart.

See below
enter image description here

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

sorry but it doesn't seem to be a very good idea since I do need a side-by-side bar chart.
– BruceBee
Nov 12 at 0:51

Then you need only choose “dual axis” for the second measure on the Columns shelf, and then put Measure Names on rows - should also synchronize axes.
– Alex Blakemore
Nov 12 at 16:10

add a comment |

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2 Answers
2

active

oldest

votes

2 Answers
2

active

oldest

votes

up vote
1
down vote

Your data is not in the correct format for the required chart and you need to do some data prep.

Pivot all three measure fields from the data source page.

enter image description here

create a calculation to define the column for each data type

enter image description here

Build the chart as below and hide the header for column field.

enter image description here

answered Nov 9 at 23:08

Jose Cherian

3,06812227

Thanks very much! But if original measures were gone after pivoting. For instance if I still want to plot a bar chart occupation vs Principal sum how to get data from Principal only?
– BruceBee
Nov 10 at 14:35

@BruceBee, use Pivot Field Names and apply a filter(Only include Principal)
– Jose Cherian
Nov 10 at 23:52

Yea thanks I think could only do it like this but not quite convenient that I need to rename axis in every plot using these variables. And if I want to create a new calculated field like ratio of Interest to Principal I don't know how to move on further :/
– BruceBee
Nov 12 at 0:50

add a comment |

up vote
1
down vote

Your data is not in the correct format for the required chart and you need to do some data prep.

Pivot all three measure fields from the data source page.

enter image description here

create a calculation to define the column for each data type

enter image description here

Build the chart as below and hide the header for column field.

enter image description here

answered Nov 9 at 23:08

Jose Cherian

3,06812227

Thanks very much! But if original measures were gone after pivoting. For instance if I still want to plot a bar chart occupation vs Principal sum how to get data from Principal only?
– BruceBee
Nov 10 at 14:35

@BruceBee, use Pivot Field Names and apply a filter(Only include Principal)
– Jose Cherian
Nov 10 at 23:52

Yea thanks I think could only do it like this but not quite convenient that I need to rename axis in every plot using these variables. And if I want to create a new calculated field like ratio of Interest to Principal I don't know how to move on further :/
– BruceBee
Nov 12 at 0:50

add a comment |

up vote
1
down vote

Your data is not in the correct format for the required chart and you need to do some data prep.

Pivot all three measure fields from the data source page.

enter image description here

create a calculation to define the column for each data type

enter image description here

Build the chart as below and hide the header for column field.

enter image description here

answered Nov 9 at 23:08

Jose Cherian

3,06812227

Your data is not in the correct format for the required chart and you need to do some data prep.

Pivot all three measure fields from the data source page.

enter image description here

create a calculation to define the column for each data type

enter image description here

Build the chart as below and hide the header for column field.

enter image description here

answered Nov 9 at 23:08

Jose Cherian

3,06812227

answered Nov 9 at 23:08

Jose Cherian

3,06812227

answered Nov 9 at 23:08

Jose Cherian

3,06812227

answered Nov 9 at 23:08

Jose Cherian

3,06812227

Thanks very much! But if original measures were gone after pivoting. For instance if I still want to plot a bar chart occupation vs Principal sum how to get data from Principal only?
– BruceBee
Nov 10 at 14:35

@BruceBee, use Pivot Field Names and apply a filter(Only include Principal)
– Jose Cherian
Nov 10 at 23:52

Yea thanks I think could only do it like this but not quite convenient that I need to rename axis in every plot using these variables. And if I want to create a new calculated field like ratio of Interest to Principal I don't know how to move on further :/
– BruceBee
Nov 12 at 0:50

add a comment |

Thanks very much! But if original measures were gone after pivoting. For instance if I still want to plot a bar chart occupation vs Principal sum how to get data from Principal only?
– BruceBee
Nov 10 at 14:35

@BruceBee, use Pivot Field Names and apply a filter(Only include Principal)
– Jose Cherian
Nov 10 at 23:52

Yea thanks I think could only do it like this but not quite convenient that I need to rename axis in every plot using these variables. And if I want to create a new calculated field like ratio of Interest to Principal I don't know how to move on further :/
– BruceBee
Nov 12 at 0:50

Thanks very much! But if original measures were gone after pivoting. For instance if I still want to plot a bar chart occupation vs Principal sum how to get data from Principal only?
– BruceBee
Nov 10 at 14:35

@BruceBee, use Pivot Field Names and apply a filter(Only include Principal)
– Jose Cherian
Nov 10 at 23:52

Yea thanks I think could only do it like this but not quite convenient that I need to rename axis in every plot using these variables. And if I want to create a new calculated field like ratio of Interest to Principal I don't know how to move on further :/
– BruceBee
Nov 12 at 0:50

add a comment |

up vote
0
down vote

One approach that avoids reshaping your data is to use the measure names and measure values placeholder fields to create the stacked bar chart.

See below
enter image description here

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

sorry but it doesn't seem to be a very good idea since I do need a side-by-side bar chart.
– BruceBee
Nov 12 at 0:51

Then you need only choose “dual axis” for the second measure on the Columns shelf, and then put Measure Names on rows - should also synchronize axes.
– Alex Blakemore
Nov 12 at 16:10

add a comment |

up vote
0
down vote

One approach that avoids reshaping your data is to use the measure names and measure values placeholder fields to create the stacked bar chart.

See below
enter image description here

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

sorry but it doesn't seem to be a very good idea since I do need a side-by-side bar chart.
– BruceBee
Nov 12 at 0:51

Then you need only choose “dual axis” for the second measure on the Columns shelf, and then put Measure Names on rows - should also synchronize axes.
– Alex Blakemore
Nov 12 at 16:10

add a comment |

up vote
0
down vote

One approach that avoids reshaping your data is to use the measure names and measure values placeholder fields to create the stacked bar chart.

See below
enter image description here

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

One approach that avoids reshaping your data is to use the measure names and measure values placeholder fields to create the stacked bar chart.

See below
enter image description here

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

answered Nov 10 at 6:23

Alex Blakemore

8,13421840

sorry but it doesn't seem to be a very good idea since I do need a side-by-side bar chart.
– BruceBee
Nov 12 at 0:51

Then you need only choose “dual axis” for the second measure on the Columns shelf, and then put Measure Names on rows - should also synchronize axes.
– Alex Blakemore
Nov 12 at 16:10

add a comment |

sorry but it doesn't seem to be a very good idea since I do need a side-by-side bar chart.
– BruceBee
Nov 12 at 0:51

Then you need only choose “dual axis” for the second measure on the Columns shelf, and then put Measure Names on rows - should also synchronize axes.
– Alex Blakemore
Nov 12 at 16:10

sorry but it doesn't seem to be a very good idea since I do need a side-by-side bar chart.
– BruceBee
Nov 12 at 0:51

Then you need only choose “dual axis” for the second measure on the Columns shelf, and then put Measure Names on rows - should also synchronize axes.
– Alex Blakemore
Nov 12 at 16:10

add a comment |

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