Create a Dashboard

After you've created one or more sheets, you can combine them in a dashboard, add interactivity, and much more.

Tip: To quickly get up and running, see Dashboard Starters for Cloud-based Data.

Create a dashboard, and add or replace sheets

You create a dashboard in much the same way you create a new worksheet.

  1. At the bottom of the workbook, click the New Dashboard icon:

  2. From the Sheets list at left, drag views to your dashboard at right.

  3. To replace a sheet, select it in the dashboard at right. In the Sheets list at left, hover over the replacement sheet, and click the Swap Sheets button.

    Note: When you replace a sheet, Tableau retains any padding, border, or background color. However, you may need to adjust sheet size if content differs significantly. You may also need to delete dashboard items specific to the previous sheet, such as filters, which become blank.

Add objects and set their options

In addition to sheets, you can add dashboard objects that add visual appeal and interactivity. Here's guidance about each type:

  • Horizontal and Vertical objects provide layout containers that let you group related objects together and fine-tune how your dashboard resizes when users interact with them.
  • Web Page objects display target pages in the context of your dashboard. Be sure to review these web security options, and be aware that some web pages don't allow themselves to be embedded—Google is one example.
  • Blank objects help you adjust spacing between dashboard items.
  • Text objects serve can provide headers, explanations, and other information.
  • Button objects let your audience navigate from one dashboard to another, or to other sheets or stories. For the button style, choose an image or text to indicate the button's destination to your users.
  • Image objects add to the visual flavor of a dashboard, and you can link them to specific target URLs.
  • Extension objects let you add unique features to dashboards or integrate them with applications outside Tableau.

Add an object

Select an item under Objects on the left, and drag it to the dashboard sheet on the right:

Set options for objects

Click the object container to select it. Then click the arrow in the upper corner to open the shortcut menu. (The menu options vary depending on the object.)

Detailed options for navigation buttons

Button objects have several unique options that help you visually indicate the navigation destination.

A navigation button using text for the button style

  1. In the upper corner of a Button object, click the object menu, and choose Edit Button.

  2. From the Navigate to menu, choose a sheet outside the current dashboard.
  3. Choose image or text for Button Style, specify the image or text you want to appear, and then set related formatting options.
  4. For Tooltip text, add explanatory text that appears when viewers hover over the button. This text is optional and typically best used with image buttons. (For example, you might enter "Open Sales viz" to clarify the destination for an image button that shows a miniature sales chart.)

Note: When viewing a published dashboard, simply clicking a button navigates to the target sheet. When authoring a dashboard, however, you need to Alt-click (Windows) or Option-click (macOS).

Add interactivity

You can add interactivity to dashboards to enhance users' data insights. Try these techniques:

  • In the upper corner of sheet, enable the Use as Filter option to use selected marks in the sheet as filters for other sheets in the dashboard.

  • When authoring in Tableau Desktop, add actions to use multiple sheets as filters, navigate from one sheet to another, display web pages, and more. For details, see Actions and Dashboards and Using Field and Filter Values in Actions.
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