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YESCO Sign & Lighting Service Leaders can create Custom Views to pre-set the report attributes that they will use on a recurring basis - including filters, parameters, highlights, data exclusions, etc. Users can create private Views, as well as public ones to share with others. Custom Views are a great way to save time, every time a report is used. Multiple saved Views make studying a report easier by allowing users to toggle between multiple views of the same data set with one click. Create Views Sample screenshot outlined below: A. Customize Start by customizing the dashboard to reflect the view you want to save (set filters, exclusions, etc.). B. Select Icon Select “View” in the top menu bar, and a window will pop up. Name the view in the pop-up where indicated to describe what the view represents. C. Make Default Select “Make default” (if desired) - this will cause the dashboard to auto-default to this view going forward. D. Save Lastly, select “Save”. Apply Views Sample screenshot outlined below: A. Select Icon To see a previously created and saved View, select “View” in the top menu bar B. Select View Select the desired view. You can toggle between multiple views as desired. Manage Views Sample screenshot outlined below: A. Select Icon To adjust, update, or otherwise edit a previously created View, select “View” in the top menu bar. B. Navigate In the popup window, select “Manage Views”. C. Edit In the “My views” section, you can edit views as desired (i.e. change names, change visibility, delete, etc) by selecting the appropriate button next to the View. Login to your Tableau Account to check them out! Also, feel free to book a time here if you’d like a walk thru / refresher: https://lnkd.in/gCGKUU-T
