Last Modified Date: 20 Jul 2023
Environment
Tableau DesktopAnswer
The following instructions can be reproduced by connecting to the Sample - Superstore data.Step 1 - Build the View
- Drag Sales to the Rows shelf.
- Drag Order Date to the Columns shelf.
- Drag Categories to the Rows shelf, left to the Sales measure.
Step 2 - Create Parameters
- Right-click in the Data pane and then select Create Parameter.
- Name the parameter "Furniture Goal".
- Under Data Type select Integer.
- Under Current Value, add the desired value.
- Under Allowable values select All.
- Click OK.
- Repeat Steps 1 through 6 for a parameter named "Office Supplies Goal".
- Repeat Steps 1 through 6 for a parameter named "Technology Goal".
Step 3: Create the calculated field
- Select Analysis > Create Calculated Field.
- Name the calculated field "Reference Line".
- In the formula field, enter the following formula:
IF [Category]='Furniture' THEN [Furniture Goal] ELSEIF [Category]='Technology' THEN [Technology Goal] ELSE [Office Supplies Goal] END
- Click OK.
Step 4 - Use the calculated field as a Parameter Control
- Drag the "Reference Line "calculated field to Details.
- Click the arrow to change the measure from SUM to Minimum.
- In the view, right-click on the Sales axis and select Add Reference Line.
- In the Value drop down menu, select Minimum(Reference Line).
- In the Label drop-down menu, select Value.
- Click OK.
- Right-click each parameter and select Show Parameter Control.
- Adjust the Goal as desired by editing the Parameter Control.
Additional Information
To view these steps in actions, see the video below:Thank you for providing your feedback on the effectiveness of the article.
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