Dual-axis maps in Tableau - Dashboard Guide

Dashboard Mode - Dual-axis maps

Dashboard Goal

Compare sales volume and customer density across different cities on the same map to see where sales are high and customer concentration is dense.

Sample Data

City	Latitude	Longitude	Sales	Customers
New York	40.7128	-74.0060	300	1500
Los Angeles	34.0522	-118.2437	250	1200
Chicago	41.8781	-87.6298	200	900
Houston	29.7604	-95.3698	180	700
Phoenix	33.4484	-112.0740	150	600

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 1080
• KPI Card: Total Customers
  Formula: SUM([Customers])
  Result: 4900
• Dual-Axis Map
  First axis: Circle marks sized by [Sales] at city coordinates
  Second axis: Density heatmap representing [Customers] concentration
  Both layers share the same geographic coordinates (Latitude, Longitude) for cities
• Table: City Sales and Customers
  Columns: City, Sales, Customers

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |    Total Customers   |
|        (KPI)          |        (KPI)         |
+----------------------+----------------------+
|                                              |
|               Dual-Axis Map                   |
|                                              |
+----------------------------------------------+
|          City Sales and Customers Table       |
+----------------------------------------------+

Interactivity

A filter for City allows users to select one or multiple cities. When applied:

• KPI cards update to show totals only for selected cities.
• The dual-axis map updates to display circles and heatmap density only for selected cities.
• The table filters to show only the selected cities' data.

Self Check

If you add a filter to select only New York and Chicago, which components update and how?

• KPI Cards: Total Sales updates to 500 (300 + 200), Total Customers updates to 2400 (1500 + 900).
• Dual-Axis Map: Shows circles sized for New York and Chicago sales and heatmap density for their customers only.
• Table: Displays only New York and Chicago rows.

Key Result

A dashboard showing total sales and customers with a dual-axis map combining sales circles and customer density heatmap by city.

Practice

1. What is the main purpose of using dual-axis maps in Tableau?

easy

A. To layer two map types for better comparison or detail

B. To create a 3D map visualization

C. To filter data based on geographic regions

D. To export maps as images

Solution

1. Step 1: Understand dual-axis maps concept

   Dual-axis maps combine two map layers in one view to show more information.

2. Step 2: Identify the main use

   This layering helps compare or add details like points over filled areas.

3. Final Answer:

   To layer two map types for better comparison or detail -> Option A

4. Quick Check:

   Dual-axis maps = layering two map layers [OK]

Hint: Dual-axis maps layer two map types in one view [OK]

Common Mistakes:

• Thinking dual-axis maps create 3D maps
• Confusing dual-axis maps with filtering
• Assuming dual-axis maps export images

2. Which of the following is the correct way to create a dual-axis map in Tableau?

easy

A. Create two separate worksheets and combine them in a dashboard

B. Drag one geographic field to Columns and filter by region

C. Use the 'Show Me' panel and select 'Pie Chart'

D. Drag two geographic fields to Rows and then right-click one and select 'Dual Axis'

Solution

1. Step 1: Identify how to create dual-axis maps

   In Tableau, you drag two geographic fields to Rows or Columns, then right-click one and choose 'Dual Axis'.

2. Step 2: Eliminate incorrect options

   Filtering or using 'Show Me' pie chart does not create dual-axis maps; separate worksheets are not dual-axis maps.

3. Final Answer:

   Drag two geographic fields to Rows and then right-click one and select 'Dual Axis' -> Option D

4. Quick Check:

   Dual axis = right-click axis > Dual Axis [OK]

Hint: Right-click axis and choose 'Dual Axis' to combine maps [OK]

Common Mistakes:

• Trying to create dual-axis maps via filtering
• Using 'Show Me' for map layering
• Combining worksheets instead of dual-axis

3. Given two map layers: one showing filled states and another showing city points, what happens if you do NOT synchronize the axes in a dual-axis map?

medium

A. Tableau will automatically merge the layers perfectly

B. The two layers may not align correctly on the map

C. The map will show only one layer

D. The map will display a blank view

Solution

1. Step 1: Understand axis synchronization

   Synchronizing axes ensures both map layers use the same scale and position.

2. Step 2: Consequence of not synchronizing

   Without synchronization, layers may shift and not align properly, causing visual mismatch.

3. Final Answer:

   The two layers may not align correctly on the map -> Option B

4. Quick Check:

   Unsynchronized axes = misaligned layers [OK]

Hint: Always synchronize axes to align map layers correctly [OK]

Common Mistakes:

• Assuming Tableau auto-aligns layers without sync
• Thinking map shows only one layer if unsynced
• Believing unsynced axes cause blank maps

4. You created a dual-axis map but the points layer is not visible on top of the filled map layer. What is the most likely cause?

medium

A. The points layer is hidden behind the filled map layer

B. The marks card for the points layer is set to 'Circle' with zero size

C. The layers are not synchronized

D. The data source is disconnected

Solution

1. Step 1: Check layer order in dual-axis maps

   In dual-axis maps, one layer can hide another if it is on top and opaque.

2. Step 2: Identify why points are invisible

   If points are hidden behind the filled map layer, they won't be visible even if present.

3. Final Answer:

   The points layer is hidden behind the filled map layer -> Option A

4. Quick Check:

   Layer order affects visibility in dual-axis maps [OK]

Hint: Check layer order if points are invisible [OK]

Common Mistakes:

• Assuming unsynchronized axes hide points
• Thinking zero size circle is default
• Blaming data source without checking layers

5. You want to create a dual-axis map showing sales by state as filled areas and customer locations as points. Which steps ensure the map layers align and display correctly?

hard

A. Drag State to Rows, Customer Latitude and Longitude to Rows and Columns, create dual axis, then do NOT synchronize axes

B. Drag State to Detail on one Marks card, Customer Latitude and Longitude to Rows and Columns, create dual axis, then synchronize axes

C. Drag State to Color, Customer Latitude and Longitude to Rows and Columns, create dual axis, then synchronize axes

D. Drag Customer Latitude and Longitude to Rows and Columns, create dual axis, then filter by State

Solution

1. Step 1: Assign State to Color for filled areas

   Using State on Color fills the map areas by state, showing sales distribution.

2. Step 2: Use Customer Latitude and Longitude on Rows and Columns

   These geographic fields plot customer points on the map.

3. Step 3: Create dual axis and synchronize axes

   Dual axis layers the filled states and points; synchronization aligns them correctly.

4. Final Answer:

   Drag State to Color, Customer Latitude and Longitude to Rows and Columns, create dual axis, then synchronize axes -> Option C

5. Quick Check:

   State on Color + Lat/Long + dual axis + sync = correct map [OK]

Hint: Use State on Color and synchronize axes for correct layering [OK]

Common Mistakes:

• Putting State on Detail instead of Color
• Not synchronizing axes after dual axis
• Dragging State to Rows instead of Color