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Dashboard layouts, device layouts and stories
How to place sheets on a dashboard, choose tiled or floating items and a Fixed, Range or Automatic size, add Phone, Tablet and Desktop layouts that load by window size, and build a story whose points stay linked to their sheets.
Create and modify a dashboard: Add worksheets to a dashboard; Add interactive elements for consumers (for example, show filters, data highlighter, tooltips); Add dashboard actions (for example, filter action, highlight action, parameter control, URL action); Configure a dashboard layout and create device-specific dashboards; Create a story and a story point.
~7 min read · 7 practice questions ·
What the exam expects
- Add worksheets to a dashboard from the Sheets list, and add objects such as layout containers, text, images, web pages, blanks and navigation buttons.
- Choose between tiled and floating items, and between Fixed size, Range and Automatic dashboard sizing, given how the dashboard will be viewed.
- Create Phone, Tablet and Desktop layouts and predict which one a viewer sees.
- Build a story, add and update story points, and know how story points relate to their original sheets.
Key terms:
- Tiled item: a dashboard item placed in a single-layer grid that never overlaps other items.
- Floating item: a dashboard item that can be layered over other objects.
- Layout container: a Horizontal or Vertical object that groups items and resizes them together.
- Device layout: a Desktop, Tablet or Phone child of the Default dashboard, chosen by window size after publishing.
- Story point: one step in a story, holding a sheet that stays connected to its original.
Key facts
Adding a worksheet
- Detail
- Drag it from the Sheets list onto the dashboard
Sheets and copy
- Detail
- Sheets in a dashboard cannot be copied as dashboard items
Default item layout
- Detail
- Tiled; floating items can overlap others
Float while dragging
- Detail
- Hold Shift
Default dashboard size
- Detail
- Fixed size
Range sizing
- Detail
- Scroll bars below the minimum, white space above the maximum
Device layout items
- Detail
- Must first exist in the Default dashboard
Tablet and Desktop layouts
- Detail
- Added manually; always independent of Default
Layout thresholds
- Detail
- 500 px or less Phone; 501-800 Tablet; over 800 Desktop
Publishing device layouts
- Detail
- Clear Show Sheets as Tabs
Story sheet
- Detail
- Stays connected to the original sheet
Keep a filter or sort on a point
- Detail
- Click Update on the story toolbar
- Why can a Fixed size dashboard load faster once published?
- When does a Phone layout follow later changes to the Default dashboard?
- Why is Fit width recommended for Phone layouts?
- What must you clean up after replacing a sheet with Swap Sheets?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Desktop Foundations pack
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- All 26 lessons of the Tableau Desktop Foundations guide, with reading progress
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