This article will show you how to build and use a stacked column & line chart in Grow.
Use Cases
The following are some use cases we’ve seen or done with stacked column & line charts. See how you could modify some of our examples to fit your company’s specific metric needs.
Trial Fallout Rate. If your company offers any kind of a trial, this one could be useful. For the stacked column, measure the number of deals closed and the number of trial fallouts (stacked column), then compare it with the net deals closed from that group (line). You could also change the line series to be a percentage of the trials that closed or the percent churned over a specific time period. Another modification could be to measure cohort retention at the renewal date.
Opportunities by Source. A stacked column & line chart could break down the opportunity or lead types that are coming in by different sources (stacked column) and the number of closed deals from those by day.
How to build a stacked column & line chart
To build a stacked column & line chart, first, log in to your Grow account and click Add Metric. Choose your data source, connect your data, and press continue.
In the Chart Tab, click on the chart type menu to view the list of charts and select Stacked Column & Line Chart.
Next, you’ll need to select your data series.
Then, you'll need to select a grouping. (The first time you create a metric and select a data series, a grouping will automatically be populated if the data you have has a date column)
Once you’ve selected your data series and grouping, you can start to format those selections. (Check out this article to learn how to do formatting.)
Finally, be sure to add chart labels and key values to your chart.
Note that by default the first data series you select will be the column, and any subsequent data series you select will be a line. You can change the format (column or line) of each in the "Data Series Type" dropdown of the data series settings (under the color picker). When displaying a line, you can also change the line thickness and style, and choose to display round bullets for each data point on the line.
Tip: Using 2-Value Axes
Note: Given that this chart type is often used for comparisons, one formatting option that may help your chart is to use 2-value axes.
2-value axes are useful when each data series may be on a different scale. For example, if my sales revenue is in the thousands, but my actual count of sales is in the hundreds, 2-value axes would allow you to see both without unnecessarily squishing one data series or the other because of its relative size.
To enable 2-value axes, click the three-dot menu on a data series, then assign a data series to the right axis.
The "Stacked Column & Line" chart type works differently than other chart types. Any data series type that is assigned as a column will be assigned to the same axis. If the axis location is changed for one column data series type, it is changed all column data series type to match the changed axis location.