Hybrid Table Chart

A hybrid table chart is a chart that displays columns of data (like a table) in addition to the usual graphical chart elements.

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To create a hybrid table chart, follow the basic steps below:

If you are new to charting, see the following sections first:

Configure Your Data…​

The data source for the chart (data block or data model) should represent dimensions and measures as independent columns or fields, as shown below. See Prepare Your Data for information on how to manipulate your data, if it is not currently in this form. (Note: A properly designed data model will already have the correct structure.)

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In some cases (e.g., Pie Chart), you may want your data to provide just a single measure. In other cases (e.g., Line Chart), you may want the data to supply multiple measures. If the data does not provide the correct number of measures, you may be able to alter the number of measures to suit the needs of the chart by “pivoting” or “unpivoting” the data. See Pivot Data in Prepare Your Data for more information about this procedure.

Open a Chart for Editing…​
Watch Video: Create a Chart (Open the Chart Editor)

This video might show an earlier version of the feature or operation that differs in minor ways from the current version.

Follow the steps below to get started with a new Chart. See Basic Charting Steps for more details.

  1. If necessary, create a new Dashboard. (See Create a New Dashboard.)

  2. From the Toolbox panel, drag a Chart component into the Dashboard.

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  3. Resize the Chart as desired by dragging the handles.

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  4. Press the ’Edit’ button in the center of the Chart or press the ‘Edit’ button edit in the top-right corner.

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    This opens the same Visualization Recommender available for creating a new Dashboard. (See Create a New Dashboard.)

  5. To bypass the Recommender, press the ‘Full Editor’ button edit at the top right to open the Chart Editor.

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  1. From the ‘Measures’ folder of the Data Source panel, drag a measure (e.g., ‘Total’) to the ‘X’ region. This places the selected field onto the chart as a measure.

    What is a measure?

    A measure is generally used for aggregation, for example summation, averaging, correlation, etc., within a Crosstab, Chart, Text component, or Gauge. Adding a measure to the ‘Y’ region in a chart displays the computed aggregates by using locations on the Y-axis. Adding a measure to the ‘X’ region displays the computed aggregates by using locations on the X-axis. You can also display aggregates by using color, shape, size, or label.

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    To convert a dimension to a measure, right-click the dimension in the data source and select ‘Convert to Measure’.

  2. From the ‘Dimensions’ folder of the Data Source panel, drag a desired dimension (e.g., ‘Category’) to the ‘Y’ region.

    What is a dimension?

    A dimension is used to break-down the dataset into multiple groups, often within a Crosstab, Chart, or Selection List. Adding a dimension to the ‘X’ region of a Chart distinguishes the different dimension groups by location on the X-axis. Adding a dimension to the ‘Y’ region distinguishes the different dimension groups by location on the Y-axis. You can add multiple dimensions into the ‘X’ or ‘Y’ regions of a Chart, or into the ‘Rows’ or ‘Columns’ regions of a Crosstab, to create multiple grouping levels. You can also distinguish groups in a dimension by using color, shape, size, or label in a Chart.

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    To convert a measure to a dimension, right-click the measure in the data source and select ‘Convert to Dimension’.

  3. Drag the measure that you want to represent as text (e.g., ‘Quantity Purchased’) from the ‘Measures’ folder in the Data Source panel to the ‘Y’ region (next to the dimension).

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  4. Press the ‘Edit Measure’ button measure setting next to the measure. Set the ‘Aggregate’ property as desired and enable the ‘Discrete’ option.

    The ‘Discrete’ option allows the measure to behave as a dimension.

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  5. Press the ‘Apply’ button submit.

    Observe that the chart now displays a column of values giving the aggregated measure value as text for each dimension value.

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  6. Drag another measure (e.g., ‘Discount’) from the ‘Measures’ folder in the Data Source panel to the ‘Y’ region next to the previous measure.

  7. Press the ‘Edit Measure’ button measure setting next to this measure. Set the ‘Aggregate’ property as desired and enable the ‘Discrete’ option again. Press the ‘Apply’ button submit.

    The ‘Discrete’ option allows the measure to behave as a dimension.

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    Observe that the chart now displays a column of values giving the aggregated measure value for each dimension group.

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  8. Right-click in the plot area and select ‘Properties’ from the context menu. This opens the ‘Chart Properties’ panel.

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  9. Select the Line tab and enable the ‘Show Table Grid’ option, and press OK. This displays grid lines around the plot area, and around each text column.

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  10. Optional: Adjust the spacing between the columns by dragging on the boundaries between columns.

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  11. Click on a column of text, set the desired formatting using the Format panel. (See Add Data Format for more information.)

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    For example, set a number format for the ‘Quantity Purchased’ column and set a percent format for the ‘Discount’ column. Center-align both of these columns, and left-align the ‘Category’ column.

  12. Right-click the X-axis title, and select ‘Hide Title’ from the context menu. Note: You can also access menu options from the ‘More’ button (menu horizontal) in the mini-toolbar. Do the same for the Y-axis title.

  13. Press the ‘Finish’ button submit to close the Editor.

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  14. Resize the chart as desired. Add Text components above the chart to provide any desired column headers. (See Add Components.)

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You can proceed to edit the titles, legend, etc. See Basic Charting Steps and Chart Properties for more information. See Add Data Format for information on how to format text on a Chart.