How to plot two sets of points on one scatter plot in Tableau

Question

I have a data set with each employee's name (rows), number of calls in 2020, revenue in 2020, revenue in 2021, and revenue in 2021. Is there a method in Tableau to display (employee's 2020 calls, employee's 2020 revenue) AND (employee's 2021 calls, employee's 2021 revenue) on the same scatter plot?

I tried to plot 2020 calls (columns) and 2021 revenue (rows) on a dual axis, however it ended up charting all conceivable (X,Y) combinations, when there should only be two points per employee (2020 data and 2021 data).

Is there a method to draw a line across each of the 2020 points if I know the slopes of the lines I want to draw?

Answer 1

If you want one mark for each employee and year combination, the easiest option is to structure your data source such that each employee and year combination has one data row.

As a result, make changes to your data source to include the following columns:

Employee
Year
Calls
Revenue
Then try Employee on Detail, Year on colour (as a dimension), SUM(Calls) on Columns and Sum(Revenue) on Rows

If you don't want to preprocess your data, you can achieve the same result in the Data Source editing panel by UNIONing the original source with itself, adding a Year field based on the Table Name field, and creating calculated fields to have versions of Calls and Revenue that only include the values for that one.

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