Dynamic dimension swap in Tableau - Dashboard Guide

Dashboard Mode - Dynamic dimension swap

Dashboard Goal

Help users switch between different dimensions (Category, Region, or Segment) dynamically to analyze Sales and Profit trends.

Sample Data

Category	Region	Segment	Sales	Profit
Furniture	East	Consumer	1000	200
Technology	West	Corporate	1500	300
Office Supplies	Central	Home Office	700	100
Furniture	West	Corporate	1200	250
Technology	East	Consumer	1300	280
Office Supplies	West	Consumer	600	90
Furniture	Central	Home Office	1100	210

Dashboard Components

• Dimension Selector (Parameter): Allows user to choose dimension to analyze: Category, Region, or Segment.
• Dynamic Dimension Field (Calculated Field): CASE [Dimension Selector] WHEN 'Category' THEN [Category] WHEN 'Region' THEN [Region] WHEN 'Segment' THEN [Segment] END
• Bar Chart: Shows total Sales by the selected dynamic dimension.
• Line Chart: Shows total Profit by the selected dynamic dimension over time (if time data existed; here static, so just total profit by dimension).
• Summary KPI Cards: Total Sales and Total Profit overall.

Dashboard Layout

+-----------------------------+
| Dimension Selector (Param)   |
+-----------------------------+
| KPI: Total Sales | KPI: Profit |
+-----------------------------+
| Bar Chart: Sales by Dynamic Dim |
+-----------------------------+
| Line Chart: Profit by Dynamic Dim|
+-----------------------------+

Interactivity

The Dimension Selector parameter controls the Dynamic Dimension Field used in both charts. When the user changes the parameter, the bar chart and line chart update to show Sales and Profit grouped by the chosen dimension (Category, Region, or Segment).

Self Check

If you set the Dimension Selector parameter to Region, which components update and what do they show?

Answer: The bar chart and line chart update to group Sales and Profit by Region (East, West, Central). The KPI cards remain the same showing overall totals.

Key Result

Dashboard lets users switch dimension (Category, Region, Segment) dynamically to analyze Sales and Profit.