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SQL, data modeling, data quality, EDA, visualization · insight-0072

Index series to a common base period instead of using a dual-axis chart

Evidence type
practitioner heuristic
Difficulty
easy
Roles
Data analyst, Data scientist
Industries
aviation, retail, finance

Summary: situation, action, reason, boundary

  1. Situation

    You want to compare growth of revenue (in millions) with passengers (in thousands) on one chart.

  2. Action

    Divide each series by its value in a stated base period and multiply by 100, plot them on one axis, and label the base ("Jan 2023 = 100"). Choose a base period that is typical, or show robustness to the base.

  3. Reason

    Indexing puts different units on one relative scale, so divergence reflects different growth rather than arbitrary axis choices.

  4. Boundary

    Comparing growth of KPIs with different units, of segments of very different size, or of prices and volumes.

Symptom or risk

A dual-axis chart lets the axis ranges, not the data, decide whether the lines cross or diverge, so any story can be drawn.

Exceptions

When absolute levels matter (capacity versus demand in seats), plot levels on the same unit instead.

Trade-offs

Indexing hides levels; add them in a table or tooltip.

Pitfalls

Choosing an unusual base month such as a strike or holiday, which distorts every later value.

Lessons and concepts