Tuesday, July 11, 2023

How to Add Phone layout in existing Dashboard in Tableau?

 To add a phone layout to an existing dashboard in Tableau, you can follow these steps:

  1. Open your Tableau workbook and navigate to the dashboard where you want to add the phone layout.
  2. In the top menu, click on the "Device Preview" button. This button resembles a computer and a phone icon.
  3. The device preview window will appear, showing a preview of your dashboard on different devices. By default, it will display the desktop layout.
  4. Click on the phone icon in the device preview window to switch to the phone layout.
  5. In the phone layout view, you will see the dashboard displayed in a vertical orientation, resembling a phone screen. The components of your dashboard might be rearranged or resized to fit the phone layout.
  6. Adjust the phone layout as needed:

    • Rearrange the components: Click and drag the components (worksheets, titles, text boxes, etc.) to reposition them within the phone layout. You can resize the components by dragging their edges to fit the phone screen.
    • Hide or show components: Right-click on a component and select "Hide" or "Show" to control the visibility of specific elements in the phone layout.
    • Modify formatting: Customize the fonts, colors, and other formatting options for the phone layout by selecting and formatting individual components.
  7. Use the device preview toolbar to switch between phone layouts for different screen sizes (such as iPhone, Android, or custom sizes), and preview how your dashboard will appear on various devices.
  8. Once you have made the necessary adjustments to the phone layout, click on the "Device Preview" button again to exit the device preview mode.
  9. Save your workbook to preserve the changes you made to the phone layout.

By adding a phone layout to your existing dashboard, you can ensure that your dashboard is responsive and optimized for mobile devices, providing a better user experience for viewers accessing your dashboard on their phones or tablets.

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