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Create a Dashboard

After you've created one or more views, you can pull them into a dashboard, add interactivity, and much more.

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

Open a dashboard sheet

You create a dashboard in much the same way you create a new worksheet. After you create a dashboard you can add views and objects.

To open a new dashboard sheet and start creating a dashboard, click the New Dashboard icon at the bottom of the workbook:

The Dashboard area appears on the left and lists the sheets in your workbook.

Add views

After you have a dashboard sheet, click the views you built (listed under Sheets on the left) and drag them to your dashboard sheet on the right. A gray, shaded area indicates where you can drop views:

Click the image to replay it.

Add and edit objects

In addition to adding views to your dashboard, you can add 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.

  • Button objects let your audience navigate from one dashboard to another, or to other sheets or stories. Add custom images and tooltip text to reveal a 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:

Edit an object

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.)

Add interactivity

Part of the power of dashboards is that you can set up filters and interactivity to associate the different views on your sheet and enhance your users' analysis. The people looking at your dashboard can stay in a single spot—they don't need to click outside the world you've created for them.

In a dashboard you can use the Use as Filter option to make one of the views act as a filter on all the other views in the dashboard. To do this, select the filter button.

If you're using Tableau Desktop, there are many other actions you can add to your dashboard. For details, see Actions and Dashboards and Using Field and Filter Values in Actions.

Edit a web dashboard (Tableau Server and Tableau Online only)

On the Views page in Tableau Server or Tableau Online, you can open a dashboard for editing in the following ways:

  • In list view, select the check box for the dashboard, then select Actions > Edit Sheet.

  • Click a dashboard to open it, and then click Edit.

    Note: If you don't see the Edit option, ask the content owner or your administrator for web editing permissions. (The Save options available to you also depend on your permissions.)

Although it's possible to edit a workbook that has device layouts, it's not advised. Because device layouts inherit their content, formatting, and action from the parent (that is, from the default dashboard), editing the default dashboard can impact a device layout. You'll be able to see any issues in a device layout, but because device layouts are read-only, you won't be able to edit it. To edit a dashboard that has device layouts, download the dashboard to Tableau Desktop and make your edits there.