How to Customize And Automatically switch between "K", "M", and "billion" notation on the numeric axis of the graph

Published: 05 Jan 2022
Last Modified Date: 29 Nov 2023

Question

How to customize and automatically switch between "K", "M", and "billion" notation on the numeric axis of the graph.
For now, we could only show "K", "M", and "B" on the numeric axis, could not customize them like the below image.

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Environment

Tableau Desktop

Answer

<STEP 1>
-Create the views-
1. Connect to Sample -Superstore.
2. Drag [Category] to Columns and [Sales] to Rows.
3. Change the sheet name to "K" from "Sheet 1".
4. Duplicate sheet "K" and change the name to "Normal".
5. Move to sheet "Normal".
6. Right click on Sales axis -> Format -> Change Number setting on Scale as following.
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<STEP 2>
-Create sheet select parameter-
7. Create a new parameter as following.
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8. Create a new calculated field as following.
Name : Switch the units
Calculation : [Select axis unit]
9. In sheet "Normal", right click on parameter [Select axis unit] -> Show parameter -> Set parameter to 'Normal'.
10. Drag [Switch the units] to Filter pane -> Select Custom value list -> Enter 'Normal' in search box -> Check on 'Normal'.
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11. Move to sheet "K", right click on parameter [Select axis unit] -> Show parameter -> Set parameter to K'.
12. Drag [Switch the units] to Filter pane -> Select Custom value list -> Enter 'K' in search box -> Check on 'K'.
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<STEP 3>
-Create the dashboard-
13. Create a new dashboard.
14. Drag Vertical object to dashboard.
15, Drag sheet "K" to dashboard -> Hide title.
16. Drag sheet "Normal" to dashboard as following. -> Hide title.
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