Organizing Your Tableau Dashboards - dummies

Organizing Your Tableau Dashboards

By Molly Monsey, Paul Sochan

Although the Tableau dashboard contains the views that you’ve added, it might not have exactly the appearance that you would like. For example, you might want to add a company logo, adjust the view sizes, or simply move some things around. Here are a couple of things that you can do to organize the look and feel of your dashboard.

Adding a logo

Adding a company logo helps give your dashboard the feel of an official company document. If you have access to an image file that contains your logo, you can easily add it to your dashboard as follows:

  1. In the Dashboard panel, below the list of worksheet views, select the Image item and drag it where you’d like the logo to appear on the dashboard.

    Drag the image container onto the dashboard.
    Drag the image container onto the dashboard.

    Doing so calls up an Open dialog box.

  2. Using the Open dialog box, navigate to the location of your image file and select it.

  3. Click the Open button to add the image to the dashboard.

  4. Right-click the image and choose Fit Image from the contextual menu that appears.

    Fit the image to the available space.
    Fit the image to the available space.
  5. If necessary, drag the image border to resize the image.

    Your result should look similar to this.

    Dashboard after the logo image has been resized.
    Dashboard after the logo image has been resized.

Adding a web page

You can also add content from a web page to your dashboard. For example, your company may have a web page that shows the latest company news or allows users to look up products in an online catalog.

To add a web page to the dashboard, follow these steps:

  1. Drag the Web Page item from the Dashboard panel onto the dashboard.

    Drag the Web Page container onto the bottom of the dashboard.
    Drag the Web Page container onto the bottom of the dashboard.
  2. In the Edit URL dialog box that appears, enter the URL for the web page that you want to show on the dashboard.

    Enter the URL.
    Enter the URL.
  3. Click the OK button to add the web page.

    The web page now appears on the dashboard.
    The web page now appears on the dashboard.

You may want to create a special version of the web page to use on your dashboard to fit the desired content into the available space. Otherwise your users may need to do a lot of scrolling to actually view the content.

Moving and resizing content

After you’ve added all the content that you want to your dashboard, you’ll probably find that the layout of certain elements isn’t quite ideal. Fortunately, Tableau gives you the option of moving and also resizing content to fit your needs.

Objects on a dashboard sit inside containers that you can move and resize by using the Fit submenu or by dragging its borders. For example, the container for the Product Sales is being adjusted with the help of the Fit submenu.

Select a container to resize it.
Select a container to resize it.

Check out how the dashboard appears after several of the items have been moved and resized. You can also add blank objects from the Dashboard panel to help with spacing.

The dashboard after various objects are resized and moved.
The dashboard after various objects are resized and moved.