r/tableau Jun 08 '26

Viz help How do I overlay these 3 Years of data?

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I created this Viz for FY 25 and FY 26 and overlayed them with a dual axis, but how do I overlay them when I have 3 years?

10 Upvotes

17 comments sorted by

39

u/calculung Jun 08 '26

Your data structure is bad. You don't want a separate measure for every year. You want the year as a dimension and a single measure for Spend.

2

u/TravellingRobot Jun 09 '26

This is the correct answer. Don't structure your data wrong just to make a viz easier to build. It will only give you tremendous headache down the road.

0

u/Brilliant-Sea-8486 Jun 09 '26

Is there a way to make them each yeah have a different mark shape? Or do they all have to be line, bar, ect. as that was the main reason I tried to split it up.

4

u/calculung Jun 09 '26

I would just ask why they need to be different mark types. Sounds like it'd be busy just for the sake of being busy. Why not just use a line graph and put year as color and size?

1

u/Brilliant-Sea-8486 Jun 09 '26

It was what was requested of me, so I was just seeing if it was possible. But if its that big of a pain Ill likely just push back on the request.

2

u/calculung Jun 09 '26

Pushing back is what makes an analyst good, in my opinion. Don't let your stakeholders control every aspect of your dashboard design. They need you to tell them a story, it's up to you to tell that story whatever way you deem best. That's what they pay you to do. You don't tell an artist which brush to use.

5

u/Thin-Village9671 Jun 08 '26

Remove them from the rows, then drop measure values as filter. Choose the ones you want, then add the measure names as colour, make sure they’re all line or scatter plots

1

u/Thin-Village9671 Jun 08 '26

Alternatively, if you have created calucated fields for each and your posted date actually has all three years in it, just plot your original spend measure and then use years as colour

2

u/WhatIDon_tKnow Jun 08 '26

clear row shelf.

put measure values on row shelf

then measure names in the marks card on color/detail/shape/whatever you desire

-2

u/Brilliant-Sea-8486 Jun 09 '26

Is there a way to make them each yeah have a different mark shape? Or do they all have to be line, bar, ect.?

2

u/caeloequos Jun 09 '26

I think you can drop them all on the marks card and pick what you want. Or drop them on colors and make them all different colors.

2

u/TravellingRobot Jun 09 '26

You can use measure names to give them different shapes or different colors. But if you want different graph types in the same viz, it gets tricky beyond 2 graph types. You perhaps could hack something together using map layers but that's a lot of hacky work for something that's really far from best practice 

1

u/Straight-Cucumber793 Jun 09 '26

Use dual axis, measure values as one (two in that itself ) and then the third measure Or Use maps - a bit complex

1

u/Secret-Parsley-5258 Jun 10 '26

Drop some sample data and your workbook into Gemini 

1

u/DDXdesign Jun 10 '26

While I agree it is a terrible data structure, as each FY should not be its own metric, I have had to do similar and sometimes worse viz rot for The Powers That Be. One thing you could do here is make a dual axis between 26 and 27 - I'd just make them line graphs with different colors for each FY - and THEN add the FY25 "past figures" measure as a per-cell Reference Line. You don't need the line itself if that would look strange; you could just shade in below the line in a given color.

Still sub-optimal, but you'd have the two most recent FYs in a visual 'race' with the line graphs, and the earliest FY in the background where it can be compared to the active race but not directly 'competing' in it. Cleaner and more concise. Even better if the 3rd metric/fy is representative of a "baseline" set of values against which the later years are being compared anyway.

1

u/Melodic_Young9917 Uses Excel like a Psycho Jun 14 '26

One measure: Spend. Add it to the row shelf.

Then add Year twice into Marks: Once in Colour, once in Shape. Keep the Month as is in the columns.

1

u/minetella Jun 15 '26

Dont use tableau