Understanding Scope When Adding Reference Lines in Tableau


Understanding Scope When Adding Reference Lines in Tableau


When Adding References lines, as a user, you must decide what scope you want to apply your reference line. Do you want the Scope to be across the Entire Table, to be Per Pane, or to be Per Cell. Understanding the different options and the effects it will have on how your reference is applied to your view is important to maximize the effectiveness of your reference line. Let’s walk through an example to show the differences.

Open Tableau and Connect to the Sample – Superstore Sales (Excel)

Drag the Sales onto the Columns Shelf and Customer Segment and Region to the Rows Shelf. Also, place Customer Segment in the Color Shelf and Unit Price on the Level of Detail Shelf, and your view should look like this.



As you are adding reference lines, the scope of the line is important to understand.  Looking at the above Chart, Each Customer Segment, distinguished by its own separate color, is a Pane. Blue is a pane for Consumer, Orange a pane for Corporate, Green for Home Office, and Red for Small Business.

Option Per Pane: So when we add a Reference Line with a Scope of Pane for the Value Average Unit Price, we will have 4 reference lines by Customer Segment for Value Average.

Option Per Cell: Looking again at the chart, each customer segment distinguished by color, is separated by region. When we add a Reference Line that looks at the Average with Scope Per Celll, we will get the average of each customer segment’s region. 

Option Entire Table: Looking again at the chart, the entire table is all the customer segments put together. When we add a Reference Line that looks at the average for the Scope Entire Table, we will have 1 ref line spanning the entire table.

More About the Author

IT Sales Simplified: Where To Start Starting off this limited run mini-series in the Podcast Your Data lineup, Content Manager Garrett Sauls and Sales Intern Genna ...
PYD131 – InterWorks San Diego with Kate An and Brandon Nelson In this episode, Content Manager Garrett Sauls sits down with Curator Engineer Kate An and Support Engineer Brandon Nelson to talk ...

See more from this author →

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK


Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072


Love our blog? You should see our emails. Sign up for our newsletter!