Set Default Axis Range Using Calculations and Parameters

Published: 27 Mar 2024
Last Modified Date: 28 Mar 2024

Question

How to set the default axis range using calculations and parameters. The example below shows you how to -
- Set the start date selected on the parameter,
- and set the end date as "N days later" from the date selected on the paramer.
- and using the above setting as the default when you open the workbook or refresh the date source.

Environment

Tableau Desktop 2023.3 or later
Windows 10

Answer

1. Create a parameter [DATE_START] used for selecting start date of axis range.
Date type: Date
Allowable values: Range
Range of values:
Minimum 3/27/2019
Maximum 1/5/2023
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2. Create a parameter [$$DATE_RANGE] used for selecting start date of axis range to control the range of N days later.
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3. Create a calculation field [DATE_END_calc] to get the date of [$$DATE_RANGE] days later.

DATE({ FIXED :MAX(DATEADD('day',[$$DATE_RANGE],[DATE_START]))})

4. Create a date type parameter [DATE_END] as below
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and set the [DATE_END_calc] as the default value of parameter [DATE_END] by clicking on [When workbook opens]>[DATE_END_calc], then click on [OK] button to save the changes.
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5. Right click on the date axis and click on [Edit axis] from the context menu. then set the range as [Custom] in the window below, and select [DATE_START] for the start date and [DATE_END] for the end date.
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６. After changing the value of [DATE_START] parameter. or the value of [$$DATE_RANGE], reopen the workbook or refresh the data source could enable the changes to be reflected.

Please check the sample workbook attached.