Creating and Adjusting Custom Views in Tableau


Creating Custom Views

Filtered views may be saved for later access and email subscriptions.

These instructions are also available as a printable PDF.

  1.  Apply filters to be saved in the new View. Click View: Original.

    Screenshot of Tableau dashboard with View: Original outlined

  2.  Enter a title for the View and click Save.

    Screenshot of Tableau dashboard with Custom Views pop-up window and Saved button outlined

  3.  The saved View becomes available in My Views.

    Screenshot of Tableau dashboard with Custom Views pop-up window and My Views outlined

 

Adjusting Custom Views

Custom Views may be adjusted or deleted.

  1.  Click on the name of the view.

    Screenshot of Tableau dashboard with View: New Brunswick outlined

  2.  Click Manage Views.

    Screenshot of Tableau dashboard with Custom Views pop-up window and Manage Views outlined

  3.  Each custom view may be renamed using the pencil icon or deleted using the trash icon.

    Screenshot of Tableau dashboard with Custom Views pop-up window and My Views outlined