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Percent Change From Selected Date

This post was originally published on The Data School blog between 2018 and July 2025, before our program was renamed to MIP’s Analytics Career Accelerator. References throughout this article to “The Data School” or “DS” all refer to what is now MIP’s Analytics Career Accelerator. The program, its people, and its commitment to launching outstanding analytics careers remain the same – just under a new name.

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Welcome back to my blog! This time I will show you how to build line chart showing percent change from selected date. Chart should go above and below 0%.

Hint: Use of Parameter Action and Table Calculation

Steps to reproduce above viz.

Step 1: Build a line chart using month of Date and a Measure on y-axis. Drag Dimension (Company in this example) to color shelf.

Step 2: Create Date Parameter and Parameter Action

Creating Date Parameter

Create Parameter Action configured using Actions under Worksheet tab in Tableau.

Step 3: Create a Reference Line from Analytics pane and drag it across table on top of Date field.

Go to Analytics Pane, drag ‘Reference Line’ into view and drop it into ‘Table’ option.

 

Step 4: Create calculated field using WINDOW_MAX function 

To know more about WINDOW_MAX function, please refer to this link: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_tablecalculation.htm#windowmaxexpression-start-end

Step 5: Create another calculated field to calculate % change

Step 6: Drag pc change field and replace with a Measure ‘Close’.

Step 7: That’s our Dashboard

 

That is how we can create an interactive viz into a dashboard showing % change from Selected Date.

Hope this is helpful…

 

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