Jedox charts are a great way to provide a quick overview of your data. Most of us have used graphs before and are familiar with the basic features. However, we all have struggled to create a graph that goes beyond standard.

If you have multiple series, for example, you could consider changing chart types. The combination of different chart types prevents a chart from becoming too complex whereas all relevant information remains available at a glance.

Example

Let’s use the same example as in this blog on two-color charts. It involves three series: Budget, Forecast and Realized. Now, we include three more series to specify the realization per unit. The data range for your chart would look something like this:

Combining chart types and secondary axes in Jedox_1

The realization per unit will be plotted on a column chart instead of line chart:

  1. Right-click anywhere on a series chart
  2. Select ‘Change Series Chart Type…’
  3. Choose a column chart

Combining chart types and secondary axes in Jedox_02

Your new chart:

Combining chart types and secondary axes in Jedox_1

As you can see, the trends of the original line graphs are not that obvious anymore. This is because of the significant difference in range between the first three series based on totals and the last three based on units. Therefore, we need a secondary axis.

Secondary axis

It is possible to move one or more series to the secondary axis. This axis allows you to change the range and by that improving the layout of all series. The unit series will be moved to the secondary axis.

  1. Right-click anywhere on a series chart and choose ‘Format Data Series’
  2. Choose the secondary axis on the first tab:

Combining chart types and secondary axes in Jedox_04

Each series on the secondary axis has its own axis. See the figure below.

Your updated chart:

Combining chart types and secondary axes in Jedox_05

Multiple secondary axes

Each series on a secondary axis is actually plotted on its own scale. Therefore, the second y-axis has three axes in this example. Normally we would like to compare series and therefore it is impossible to use different scales.

We see in the example that the auto-range of each secondary axis results in the same range (0-30) but in order to avoid that the are not the same, I recommend fixing the lower and upper range limit. That also allows us to merge the ‘axes’ into one secondary axis.

Combining chart types and secondary axes in Jedox__06

Your updated chart:

Combining chart types and secondary axes in Jedox_07

Challenges, tips & tricks

1. Be careful – save intermediate work regularly!

When you are editing charts, it could occur that a mistake is made. It’s possible that you cannot go back anymore. So, make sure you save your work regularly.

Combining chart types and secondary axes in Jedox_08

2. Chart type of a series

Change the chart type of a series, not of the whole chart. Otherwise, you’ll apply the change to all series of the chart.

Combining chart types and secondary axes in Jedox_09

3. Hidden secondary axes stay hidden

As soon as you have hidden a secondary axis, you cannot select it anymore. Therefore, you cannot bring it back so easily. There is a workaround, though: move the corresponding series to the primary axis and back to the secondary axis. This works well most of the times.

4. Budget per unit

Building on the example, I can imagine that you would like to see the budget per unit as well. In this case you can choose to move to a different chart or a different report completely. Still, if you would like to add this to the current chart and you are inserting the series in the middle of the data source range, be careful that series formatting is shifted. A specific series does not hold the formatting – the ‘first’, ‘second’ and next ‘series in a chart’ are holding the formatting. This counts for both primary and secondary axis.

After you have reformatted your series, your new chart could look like this:

Combining chart types and secondary axes in Jedox_10
Author: Sjoerd Kuipers