Input attribute tabulo4/9/2023 Solution: Step 1 – Creating a Dual Axis Chart Rather than using the Reference Line menu in the Analytics Pane, I was able to use dual axes, a constant calculated field, and some formatting options to make an unlimited number of dynamic ‘reference lines’ per customer. Luckily, Tableau has plenty of other awesome features that made it possible to create a workaround. The only options in the Reference Line menu that allow for these dynamic updates are Minimum and Maximum, which means that the Reference Line menu only let me add 2 of the 3 Reference Lines that I needed. Unfortunately, I couldn’t use the Constant option since I needed the results to update dynamically for each customer. However, the Reference Line menu only has 3 options: Constant, Minimum, and Maximum. Then I added ATTR(Enrollment Date) to the Details Card and made it a continuous variable to make it available in the Reference Line menu. Then I created a continuous line graph of Spend by Month, using Activity Date as my date field. First, I filtered the view to a customer who I knew had 3 distinct Enrollment Dates through prior data discovery. And that is where we run into issues with the Analytics Pane.įigure 1 below shows my first attempt at this graph. Given the nature of the data, the graph for any given customer could have up to 3 reference lines (one per year). Reference lines indicating each time since January 2016 that customer had enrolled in the promotion (customers can re-enroll each year).Monthly spend from January 2016 – present. For each customer, I wanted to show the following: I was working on a dashboard tracking the activity of customers who had enrolled in an annual promotion program. One such limitation that I recently ran into was trying to add multiple date reference lines to a continuous line graph. It allows you to easily add reference lines, trend lines, forecasts, box plots, and cluster analyses to your visualizations with Tableau’s signature drag-and-drop interface.Īs awesome as the Analytics Pane is, it has its limitations. The Analytics PaneĪnalytics Pane is one of my favorite features in Tableau. This post will walk you through the Reference Line options available through the Analytics Pane and how you can use other features in Tableau to create faux reference lines in case your particular viz can’t be created with those options. Have you ever wanted to add multiple reference lines to a continuous line graph in your Tableau dashboards? This might seem like a perfect place to leverage the Reference Lines available in the Analytics Pane, but it’s not that straight forward.
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