Lecture Notes: Tableau 23.3 – Dynamic Axis Ranges Feature

Introduction

• Topic: New feature in Tableau 23.3: Dynamic Axis Ranges
• Goal: Learn how the feature works and explore its quirks and applications

Setting Up the Feature

• Use Dynamic Axis Ranges to change the axis range using a parameter
• Dataset: Sample superstore dataset
• Initial Setup:
  • Create a scatterplot with sales, profit, and manufacturer
  • Rotate chart 90 degrees to visualize better

Mechanics of Dynamic Axis Ranges

• Access Options:
  • Go to 'Edit Axis'
  • New option under 'Custom' to choose a parameter
• Parameter Setup:
  • Create parameters for axis settings (e.g., X axis start)
  • Set parameters on the right-hand side for easy tweaking

Practical Application

• Dynamic Adjustment:
  • Use parameter actions to change parameters dynamically
• Clearing Axis:
  • Clearing axis range resets it to automatic
• Demonstration with a new single measure chart (e.g., sales by manufacturer)

Best Practices in Use

• Dashboard Implementation:
  • Implement feature on a dashboard for better interaction
  • Right-click on axis to augment in dashboard view
• Dashboard Actions Setup:
  • Use parameter value changes on dashboard
  • Select data points to dynamically adjust axis start and end

Challenges and Considerations

• Current Limitations:
  • Axis reset clears settings
  • Feature might seem redundant due to existing Tableau interactions
• Edge Case Utilization:
  • Ideal for specific instances needing precise axis control

Demonstration of Feature

• Parameter Action Setup:
  • Create actions for start and end parameters
  • Use fields like sales to set parameter values
• Highlight Action:
  • Set up highlight actions for better visualization
  • Demonstrating selection effect on axis

Insights and Future Exploration

• Recommended Resource:
  • Blog by Mark Reed on Dynamic Axis Ranges
  • Offers detailed mechanics and advanced use cases
• Concluding Remarks:
  • Encouragement to explore and subscribe for more updates on Tableau 23.3 features

Conclusion

• The feature is promising but requires understanding of its quirks
• Follow resources like Mark Reed's blog for deeper insights and applications
• Stay tuned for more content on Tableau 23.3