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          Combo Charts

          Combo Charts

          Use a combo chart to display at least two related series of data, such as discrete grouped values as vertical bars overlaid with a line chart representing an average value.

          Create a Combo Chart

          Use a combo chart to compare two measures by the same dimension. For example, when comparing deal sizes across industries, use a combo chart to analyze the total amount and the number of deals for each industry.

          1. In the lens, click Chart Mode button and then select the Combo chart type.
          2. In the X-Axis field, add the dimension to analyze the measures by. For example, select Industry.
          3. In the Y-Axis field, add at least two measures.
          4. To change the chart display, click Formatting button and set the chart properties in the Formatting panel.
            For example, set the axis mode to specify whether both measures appear on the same axis.
            CRM Analytics combo chart showing pipeline by industry

          Create a Combo Chart with Stacked Bars

          In a combo chart, you can change the bar to a stacked bar to show and compare parts of a whole. For example, add a combo chart that analyzes opportunities by industry. Use the line to show total number of opportunities and the bar to show total opportunity amount. You can then divide each bar by forecast type to show the contribution of each type to the total amount. Let’s learn how to build this example.

          1. In the dashboard, create a combo chart that shows total opportunity amount as a bar and count of rows as a line, grouped by industry.
            The combo chart shows Count of Rows as a line and Sum of Amount as bars.
          2. Click Table Mode button, and then click Compare Table button.
            We switched to the compare table so that we can add multiple Sum of Amount measures, each with their own filter. Let’s create a Sum of Amount measure for each forecast category: Best Case, Closed, Commit, and Pipeline. Let’s start by filtering the existing Sum of Amount measure by the Best Case forecast category.
          3. To filter the sum by Best Case category, click the dropdown next to Sum of Amount, and select Add a Filter.
            The actions appear to the right of the Sum of Amount measure.
          4. Select Forecast Category | Best Case, and then click Add.
            This filter applies only to this measure.
            The Measures section shows the filter for the Sum of Amount measure.
          5. To create three more instances of the Sum of Amount measure, click the dropdown arrow next to Sum of Amount, and select Clone Column. Repeat this step two more times so that you have four Sum of Amount measures.
            You now have four of the same Sum of Amount measures with the same filter.
            The Measures section shows four Sum of Amount measures and one Count of Rows measure.
          6. For second, third, and fourth Sum of Amount measures, change the Forecast Category filter to Closed, Commit, and Pipeline, respectively.
            Each Sum of Amount measure now have a different filter value for Forecast Category.
          7. To make the measure labels more descriptive, click the dropdown next to the top Sum of Amount measure, and select Edit this Column. Change the column header to “Best Case Total.” Use a similar label for each of the remaining Sum of Amount measures.
            The compare table shows the new labels for the sum of amount measures.
          8. Show the widget properties by clicking Formatting button.
          9. In the widget properties, expand the Series section, and then click Customize series.
          10. To show all Total measures as bars, select each Total measure in the Measure field and then Bar in the Show As field.
            Leave the Count of Rows measure showing as a line.
            Note
            Note You can also choose Dot in the Show As field to create a bullet chart.
            The combo chart shows all Total measures as bars and the Count of Rows measure as a line.
          11. Under the Combo Chart section, change the Axis Mode to Dual Axis, and select Stack bars to stack all the bars for each industry.
            Note
            Note The Stack bars option is available when Axis Mode is set to Single Axis or Dual Axis, not Small Multiples. Also, when you set Axis Mode to Dual Axis, the first measure appears on the left axis. If the first measure shows as a bar and you stack bars, all bar measures appear on the left axis. Similarly, if the first measure shows as a line and you stack bars, the line measure appears on the left axis and the bar measures appear on the right.
            The sum of amount measures show as bar segments and the count of rows appears as a line.
           
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