Tuesday, July 4, 2023

How to create device Layout of Dashboard in Tableau?

 To create a device layout in a Tableau dashboard, you can use the Device Preview feature, which allows you to design and optimize your dashboard for different device sizes. Follow these steps:

  1. Open Tableau: Launch Tableau Desktop and open the workbook that contains the dashboard you want to create a device layout for.
  2. Navigate to the Dashboard Tab: At the bottom of the Tableau window, locate the dashboard tab and click on it to access the Dashboard tab.
  3. Enable Device Preview: In the Dashboard tab, go to the "Layout" menu at the top and click on the "Device Preview" option. This will enable the device layout functionality.
  4. Select a Device: Tableau provides a list of common devices to choose from, such as desktop, tablet, and phone. Click on the device icon that represents the desired screen size and resolution you want to design for.
  5. Customize the Device Layout: Once you select a device, the dashboard canvas will adjust to the chosen screen size. Resize and rearrange the components on the dashboard canvas to optimize their placement for the specific device. You can drag and drop worksheets, objects, and containers to adjust their position and size.
  6. Switch Devices: To design for other devices, simply click on the device icon again and select a different device size. Tableau will adapt the canvas to the new device's dimensions, allowing you to make further adjustments to the layout.
  7. Preview and Test: As you design the device layout, you can preview how the dashboard will appear on different devices. Click on the "Preview" button in the Device Preview toolbar to see how the dashboard will look for the selected device. You can interact with the visualizations and test their responsiveness.
  8. Customize Layouts for Multiple Devices: Repeat steps 4 to 7 to create optimized layouts for various devices you want to support, such as desktop, tablet, and phone. Customize the components and rearrange them to ensure an optimal user experience on each device.
  9. Save the Workbook: Once you have designed and customized the device layouts, save your Tableau workbook to retain all the configurations. Go to "File" > "Save" to save the workbook in the desired location on your computer.

By utilizing the Device Preview feature in Tableau, you can create device-specific layouts to ensure your dashboards are responsive and optimized for different screen sizes. This allows viewers to have an optimal experience, whether they are accessing the dashboard from a desktop computer, tablet, or mobile phone.

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