Creating Dynamic Reference lines in Tableau

Did you know that you can allow reference lines on your graphs to be dynamic based on your user's entry?

In this article we will discuss how to create a dynamic reference line. This way your user will be able to place dates on a graphic without even being a report developer.

In the example below, a user was able to plug in the dates where they started a new workout routine, and also place the dates they went on vacation.

First, we will need to create a parameter for user entry.

1. Create a new parameter.

2. Name your parameter. The below parameter is named "Met Fitness Goals"

3. The parameter is also set to "Date", so the user can select the date.

4. The parameter is set to a date that is not on the graph so that it won't show until the user edits it.

5. Select "Ok".

6. To add your reference line, right click on the x axis at the bottom of your graph and select "Add Reference Line"

7. For Value, select the parameter name you just created.

For Label, select Custom and choose field name.

8. Format your reference line as desired.

9. Next, select your parameter, and choose show parameter control on the graph in which you would like it to appear.

10. Test out changing the dates on the parameter. Notice how it changes with user entry.

11. Format the reference line as desired, by right clicking on the text and choosing "Format".

This is how the text was changed to vertical.

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