Parameters are the bridge between a static visualisation and an interactive analysis. A user-facing dropdown that says 'show me by Revenue / Profit / Orders' is a parameter bound to a calculated field that switches measure. The mechanism is mechanical; the user experience is night-and-day from a fixed chart.
Creating and binding a parameter
- Right-click in the Data pane → Create Parameter. Choose data type (string, integer, float, date) and value type (list, range, all).
- Bind to a calculation: write a calc that references [Parameters].[YourParam] and uses IF/CASE to switch behaviour.
- Show parameter control: right-click parameter → Show Parameter Control. The dropdown / slider / text input now appears on the dashboard.
Worked example: pick-your-metric chart
// 1. Parameter: 'Metric to display' (String, list of values)// Values: 'Revenue', 'Profit', 'Orders', 'Margin %'// 2. Calculated field: 'Selected metric value'CASE [Metric to display]WHEN 'Revenue' THEN SUM([Sales])WHEN 'Profit' THEN SUM([Profit])WHEN 'Orders' THEN COUNTD([Order ID])WHEN 'Margin %' THEN SUM([Profit]) / SUM([Sales])END// 3. Drag 'Selected metric value' onto Rows. Drag the Parameter Control// onto the dashboard. User picks; the chart updates.
Dynamic parameters
From 2020.1, parameter values can refresh from data. Set 'Value when workbook opens' to a query result and you get a parameter that always knows the latest date, the current top-10 categories, etc. Before this, you had to manually update parameter values when source data changed — tedious and error-prone.
When to use parameters vs filters
- Filter: shows or hides marks in the existing view. Affects the data being aggregated.
- Parameter: changes WHICH calculation runs. Affects the chart structure, not just the data.
- If the user wants 'show only 2024' — filter. If the user wants 'switch between revenue and profit views' — parameter.
Exercise
Build a Tableau view with three parameters: (1) Metric to display (Revenue / Profit / Orders); (2) Time period (Year / Quarter / Month); (3) Region filter (All / EMEA / Americas / APAC). Bind them to calculations and filters. Now you have a 36-view dashboard from one worksheet. How much real-estate did you save vs building each view separately?