Tuesday, July 11, 2023

How to Add Phone Layout in New Dashboard in Tableau?

To create a new dashboard with a phone layout in Tableau, you can follow these steps:

  1. Open your Tableau workbook.
  2. In the top menu, go to "Dashboard" and select "New Dashboard." A blank dashboard canvas will appear.
  3. In the new dashboard, go to the top menu and click on the "Device Preview" button. This button resembles a computer and a phone icon.
  4. The device preview window will appear, showing a preview of your dashboard on different devices. By default, it will display the desktop layout.
  5. Click on the phone icon in the device preview window to switch to the phone layout.
  6. In the phone layout view, you will see the blank dashboard displayed in a vertical orientation, resembling a phone screen.
  7. Start adding components to the phone layout:

    1. To add a worksheet: Drag and drop a worksheet from the "Sheets" pane onto the phone layout canvas.
    2. To add titles or text boxes: Go to the "Dashboard" dropdown in the top menu and select "Insert" to add titles or text boxes.
    3. To add other components: You can add images, filters, legends, and other dashboard components using the options available in the top menu.
  8. Adjust the phone layout as needed:

    1. 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.
    2. Modify formatting: Customize the fonts, colors, and other formatting options for the phone layout by selecting and formatting individual components.
  9. 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.
  10. Once you have added and formatted the components in the phone layout, click on the "Device Preview" button again to exit the device preview mode.
  11. Save your workbook to preserve the new dashboard with the phone layout.

By creating a new dashboard with a phone layout, you can design and optimize your dashboard specifically for mobile devices, providing a seamless and user-friendly experience for viewers accessing your dashboard on their phones or tablets. 

No comments:

Post a Comment

If you have any doubts. Please let me know

How can you create an alias for a table in a SQL query?

In SQL, you can create an alias for a table in a query to give the table a temporary, alternative name that you can use in the query. Table ...