Power to the user – Parameters part 3 – Dynamic dimensions and measures

Here we are for the “Power to the user” series of posts about parameters in Tableau.

In this blog post I will write about dynamic dimensions and measures and how to create them with parameters.

[If you missed the other posts, click here for the first blog of the serie and here to read about what if analysis.]

First, why would you need to use dynamic dimensions and measure?

Sometimes, it is very handy to give the user the ability to decide what’s in the view in terms of qualitative and/or quantitative metrics, also to optimise the number of views he needs to look at.

Also, maybe you have multiple users for your dashboard and it could happen that someone is interested in sales and quantity by customer, someone else is interested in sales and profit by product. Using dynamic dimensions and measures, you’ll be able to cover different needs for different users.

DYNAMIC SCATTER PLOT

 

This example is based on Sample Superstore data.

  1. I want to build a dynamic scatter plot that will have as both X and Y axis:
  • Quantity
  • Sales
  • Profit
  • Discount

Let’s start to define our X axis as below:

x-axis-parameter

In “Value” column, you can write what you want, for example even 1,2,3,4. You’ll need to remember what’s what in order to write the next calculation to use and activate this parameter. As a matter of fact, value and Display As are independent: display as will be the dropdown the user will use, so label it well! 🙂

2. Right click on X axis parameter and duplicate it, rename it as Y axis.

3. Now let’s write the calculation to activate X axis:

x-axis-calc

4. Duplicate the calculation and rename it Y axis.

5. Drag X axis on column and Y axis on row as below:

scatter1.PNG

6. I also want to split it by 3 different dimensions, such as product, subcategory, customer name. To do so, I will create another string parameter as in the image below, that will help to split the view into different dimensions:

string parameter.PNG

7. Now create a similar calc, this time involving dimensions as below, drag this in detail:

calc_dimension.PNG

scatter2.PNG

8. If you drag on the columns and rows the two parameters, X axis and Y axis, you will bet also the name of the metrics that are shown in the view:

Scatter3.PNG

I hope you enjoyed!

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