February 13, 2015

Dueling Views on Dual Axis Charts



Maybe it’s the recent birth of my twin girls that’s got me thinking in 2’s. Whatever it is, I can’t seem to get my head off the effectiveness of dual-axis charts.

For a long time, I used dual axes and thought nothing of it. After all, they enable us to show 2 measures on the same graph and we’re seemingly always looking for more real estate to work with.

However, I’ve found that there are fewer situations that truly benefit from leveraging this technique than I might have originally believed. Now I’m not gonna  go to an extreme here and say “Never Use Dual Axes”, I’ll leave the absolutism to the hard asses in our field.

While a case can be made for (although I’m not completely sold) dual axes when you have want to compare 2 measures of different units (i.e. Sales $ and Units Sold), I would suggest that we savoid using 2 scales for measures of the same unit (i.e. Sales $ and Shipping Cost $).

I’ll use a simple plot chart to illustrate the potential shortcoming here. Let’s say we want to show Sales $ and Shipping Cost $ for each of our Customer Segments. It might look something like this:




The issue with the chart above is the Sales $ are exponentially larger than the Shipping Costs $ leaving the latter in a state where the differences can’t be visualized. A common tendency here would be to create 2 axes, one for Sales and a 2nd for Shipping Costs as shown below:



So we’ve resolved our problem of not being able to see the pattern for Shipping Cost $. However, in doing so we’ve created an illusion as our minds will instinctively attempt to compare the magnitude of difference.

The best solution here might be to use a separate chart for each measure…i.e. Small Multiples. Or, if your data is granular enough, a scatter plot might be more revealing depending on the question you seek to answer. Just a couple of alternatives, happy to hear yours

Cheers,
  

Kevin Taylor