Tableau Worksheet Layout

Tableau dashboard filters actions can be created directly from a worksheet s context menu or from the dashboard actions dialog box discussed earlier.

Tableau worksheet layout. The dashboard and layout panes are available in its side bar. Layout containers in tableau 8 force spatial relationships between dashboard components. For best results make the sheet floating so that you can control its. Decide which sheet you want to act as the filter source.

If you use tableau desktop see create dashboard layouts for different device types to create unique layouts optimized for desktop computers tablets and phones. New and old tableau users alike struggle with grasping tableau s concept of layout containers. For a view you can specify the font style size and color for either the pane text or header text or both. Anything you can add to your layout is listed on the left under layout.

Once you created your dashboard added required sheets you can use the layout tab to format those sheets or items as per your requirements. After you ve added a device layout to your dashboard you can start rearranging objects to create the look you want. Format tableau dashboard layout. When you open a workbook it opens in the reader window where you can view and interact with the data.

For desktop and tablet layouts click custom. Select the context menu in the title bar or right click on the desired sheet in layout and check uses filter from the context menu. For this tutorial we will allow a user to toggle between a scatter plot and a bar chart showing the underlying data for each dimension member in the scatter plot. It can also include a dashboard which is a view that combines several worksheets in a single place so that you can compare and monitor a variety of data at one.

To begin place the primary sheet on a dashboard. By default fixed size is selected by tableau. Display size of a tableau dashboard layout. Under size on the dashboard pane select the dashboard s dimensions such as desktop browser or.

How to use tableau layout containers to do sheet swapping. Display a worksheet or dashboard. For details on the worksheet workspace see the tableau workspace. For phone layouts either click the lock icon or choose edit layout from the pop up menu.

If an item has a. In addition to adapting to different screen sizes each device layout can contain different items. To access these options select the worksheet that represents the selected state by clicking on it somewhere. A worksheet contains a single view along with shelves cards legends and the data and analytics panes in its side bar.

Under the size you can change the size of a dashboard as per your requirement. I put together this exercise last week for a recent training course to help explain what is going on behind the scenes. Set overall dashboard size. As of tableau desktop 2019 2 you can add a show hide button to layout containers that will toggle them on and off by clicking images.

For example in the view below the header text is set to use the tableau.