Tableau Quick Tip: Dynamic Chart Title

Create a drop-down to change the x & y axes. Make chart title change according to selection.

Introduction

Data Analyst sometimes creates a dashboard for somebody who doesn’t know how to use Tableau Desktop (Viewers). We want to allow users to switch the x & y axes using a drop-down menu to provide convenience.

In addition to that, we would like the chart title to state which Dimension or Measure was chosen by the users.

Data &?Workbook

Data: GDrive Link

Workbook: Tableau Public Link

Youtube: Chee-Chuan

Create a Bar?Chart

Create Parameters

A parameter is used to create a drop-down list in Tableau. Therefore, we need to create 2 parameters, 1 for dimension and another one for measure.

Parameter 1: Choose Dimension

Parameter 2: Choose Measure

Create Calculated Fields

When the user chooses “Category” in the “Choose Dimension” drop-down menu, this calculated field will be equivalent to the “Category” field. With that said, we need to list out all values in the drop-down list so that when the user picks any one of these fields, the chart can change according to the selection. The same logic applies to “Choose Measure”.

*Note that each aggregation need to specify separately for Choose Measure

Design the?Chart

Replace the dimension and measure with “Choose Dimension” and “Choose Measure”

Try selecting different values in your drop-down. The chart should change dynamically according to your selection.

We’d like to improve user experiences by making the chart title, field label and axis title dynamic.

Dynamic Chart Title

1. Double-click on the chart title
2. Remove the default <Sheet Name>
3. Insert parameters using the “Insert” button as shown below
4. Change the colours of the parameters. Remember to highlight the parameters before changing the colour

Dynamic Field Label

1. Hide field label

2. Drag the “Choose Dimension” parameter into the Rows. **Place it in front of the “Choose Dimension” field.

Dynamic Axis Title

1. Remove axis title

2. Add “Choose Measure” to Columns

3. Hide field label

Final Outcome

At this point, you have created a dynamic visual its features will change according to the user’s selection.

Video Tutorial

Final Words

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