Could you please provide exact information that you would like to achieve on the axis?
Changing your 'Axis' calculated field to
STR(year([New Year])) + " " + STR([Plan/Act]) + " " + STR([YTD])
partially solves the problem but I am not sure if that's what you want to achieve.
as a sidenote - I think it will be work considering showing plan and actuals as a single bar + line. It would help to spot the difference between plan and realisation quicker
if you find this answer helpful please mark it as 'This helped me' / 'Correct answer' and the bottom of the post
This helped me get the format i want, but is it possible to add a date to the String?? Because now it is in a String format but what we want is for it to be in a date format with the String added to it..
So it's like 2016 (Date format) Plan YTD (String)
1 of 1 people found this helpful
Unfortunately Tableau lacks one of the features Excel has - text() / format() functions.
I think there are 2 things here:
1. If you would like this field to act as date (so you can drill down, aggregate, sort etc) then you have to leave it without any string addition (and you can format is as you like in format menu)
2. If you would like to have custom date string then thigs get more complex. Im case of date+string combo, tableau will most likely format the date part using default format pattern. What you can do (and saw it here in community quite often approach) is to split date field to year, month and date part, format it and then merge. Something like:
Left(,4) //as year
To make it look better you can replace for example the middle part with datename("month", )
However, using such calculation, you will lose date field functionality (it will not drill down, will be sorted as string, etc.)
In my practice, I would leave the date field unchanged and separate data using different field which could be used as separator or column. It increases usability and readability of the graphs.
This really helped me a lot! Thank you so much!!!