Unable to dynamically synchronize axes across multiple worksheets on a Tableau dashboard.
The ability to dynamically synchronize axes across multiple worksheets is not currently built into the Tableau product.
While it is not possible to dynamically synchronize axes across multiple Tableau worksheets, the following are workarounds for your dashboard.
Use fixed axes to synchronize axes across worksheets on a Tableau dashboard. For more information, see Add Axes for Multiple Measures in Views
There is a sample packaged workbook found in the Attachments section of this article that demonstrates the following Tableau steps.
First, create two bar charts in Tableau.
1. Create the Sales bar chart as follows;
Columns: Sub-Category
Rows: SUM(Sales)
2. Create the Profit bar chart as follows;
Columns: Sub-Category
Rows: SUM(Profit)
Create multiple calculated fields and adjust the Analytics pane as instructed below.
1. Create a calculated field and name it Sales per Sub-Category.
{ FIXED [Sub-Category] : SUM([Sales]) }
2. Create a calculated field and name it Profit per Sub-Category.
{ FIXED [Sub-Category] : SUM([Profit]) }
3. Create a calculated field and name it Upper Limit.
IF MAX([Sales per Sub-Category]) >= MAX([Profit per Sub-Category]) THEN MAX([Sales per Sub-Category]) ELSE MAX([Profit per Sub-Category]) END
4. Create a calculated field and name it Lower Limit.
IF MIN([Sales per Sub-Category]) >= MIN([Profit per Sub-Category]) THEN MIN([Profit per Sub-Category]) ELSE MIN([Sales per Sub-Category]) END
5. Open Sales worksheet and add Upper Limit and Lower Limit to Detail.
6. Open the Analytics pane and add Reference Band to the view. Configure as follows by selecting:
7. Open the Profit worksheet and add Upper Limit and Lower Limit to Detail.
8. Open the Analytics pane and add Reference Band to the view. Configure it as in step 6.
Note: Since the upper and lower limits are calculated using FIXED LOD, to apply filters, context filters should be added and applied to both views. For more information, refer to Tableau's Order of Operations.
To voice your support for inclusion of this feature in a future product release, add your vote to the following Salesforce Idea: Dynamic Synchronization of Axes Across Multiple Visualizations in a Dashboard.
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