A Custom View is a way to save the current state of a dashboard or view after you've made selections or changes like sorting, filtering, panning, zooming, drilling down, or altering parameters. Changes can be saved into scenarios, with each scenario being its own Custom View. You can easily save these scenarios as a default from the dialog menu so the interactions are reapplied automatically whenever you access this dashboard or view. Think of Custom Views as a way to bookmark your data.

Imagine, for example, that you're the West Coast regional manager of a national store chain. You open the national sales dashboard every morning and you apply the same filters. First you filter State on Washington, Oregon, and California. Then you filter the Date field to include Q1 and Q2 2019. This shows your region's year-to-date performance.

Since you're the regional manager of the West Coast, you decide to create a Custom View with the State and Date filters. Every time you open the dashboard, you can quickly access a version with these changes. You can spend time digging into the data, not repeating the same operations day in and day out.

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Tableau Software Inc. published this content on 21 May 2019 and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on 22 May 2019 03:47:08 UTC