How to Format Dashboard in Tableau?

Formatting a dashboard in Tableau involves various aspects such as adjusting the size and layout, adding titles and captions, customizing colors and fonts, and applying other visual elements. Here's a step-by-step guide on how to format a dashboard in Tableau:

1. Open your Tableau workbook and navigate to the dashboard you want to format.

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3. 1.Adjust the size and layout:

   • To change the size of the dashboard, go to the "Size" dropdown in the top menu and select a preset size or specify a custom size.
   • To modify the layout, drag the edges of the individual worksheets within the dashboard to resize them or rearrange their position by dragging and dropping.
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4. 2.Add titles and captions:

   • To add a title to the dashboard, go to the "Dashboard" dropdown in the top menu and select "Show Title." Then, click on the newly displayed title area to enter the desired text.
   • To add captions or text boxes, go to the "Dashboard" dropdown and select "Insert Text." Click on the desired location within the dashboard to enter text and format it using the formatting toolbar.
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5. 3.Customize colors and fonts:

   • To modify the color scheme of the dashboard, go to the "Format" dropdown in the top menu and select "Workbook Theme" to choose from available themes or customize individual colors using the "Palette" option.
   • To change fonts, go to the "Format" dropdown and select "Workbook Theme." From there, click on "Edit Colors" and choose the desired font styles and sizes for various elements, such as titles, labels, and tooltips.
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6. 4.Apply visual elements:

   • To add a border to the entire dashboard, go to the "Format" dropdown, select "Borders," and choose the desired border style and width.
   • To apply a background color or image to the dashboard, go to the "Format" dropdown, select "Shading," and select the desired background options.
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7. 5.Fine-tune individual components:

   • Click on each worksheet within the dashboard to access its specific formatting options. You can adjust the size, fonts, colors, labels, tooltips, and other settings for each worksheet independently.
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8. 6.Test and refine:

   • Preview the dashboard by clicking the "Show Dashboard" button in the bottom left corner to see how it looks and make any necessary adjustments.
   • Save your changes and continue refining the formatting until you achieve the desired appearance.

Remember, formatting options may vary slightly depending on the version of Tableau you're using, but these general steps should provide a good starting point for formatting your dashboard.