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Workbook fonts, animations and legends

How to set fonts for every view with Format > Workbook or for one view with Format > Font (including totals), configure Format > Animations and know what never animates, and show, hide and highlight with legend cards.

Official exam objective
Format view for presentation: Use color from the marks card; Configure fonts; Format marks as shapes; Configure viz animations; Change size of marks; Show and hide legends.

~7 min read · 6 practice questions ·

What the exam expects

  • Choose between Format > Workbook (every view) and Format > Font (one view) to configure fonts, including special fonts for totals and grand totals.
  • Configure viz animations with Format > Animations: workbook default, per-sheet override, duration, and Simultaneous versus Sequential style.
  • Predict which parts of a view don't animate.
  • Show and hide legend cards without removing the encoding, and turn legend highlighting on or off.

Key terms:

  • Format Workbook pane: the pane opened by Format > Workbook whose font and line settings apply to every view.
  • Worksheet-level formatting: Format menu settings (Font, Shading, Borders, Lines and so on) that apply only to the current view.
  • Sequential animation: a style that fades marks out, moves and sorts them, then fades them in.
  • Legend card: the card that shows what each color, size or shape encodes.
  • Legend highlighting: selecting a legend item highlights its marks and dims the others.

Key facts

Fonts for every view
Detail
Format > Workbook
Workbook font change
Detail
Overwrites earlier worksheet-level font changes
Worksheet formatting scope
Detail
Only the current view
Totals font
Detail
Format > Font has separate settings for totals and grand totals
Animate every sheet
Detail
Format > Animations, Workbook Default On
Custom animation duration
Detail
Up to 10 seconds
Default style
Detail
Simultaneous; Sequential fades out, moves and sorts, fades in
Never animated
Detail
Pie and text marks, headers, forecasts, trends, reference lines
Turn off for yourself
Detail
Help > Settings and Performance, clear Enable Animations
Hide a legend
Detail
Show/Hide Cards on the toolbar
Default highlighting mode
Detail
Two-way
Legend highlighting in Desktop
Detail
Creates a highlight action in the Actions dialog
Sources for this section (5)
  • Why does a workbook-level font change sometimes undo a title font you set on one sheet?
  • What does Reset All Sheets in the Animations pane do?
  • Why might a viz with animations on show no animation in the browser?
  • Besides the Highlight button, where can you turn on legend highlighting in Tableau Desktop?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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