Visualizations & Dashboards15% of the exam
Dashboard layout, styling and chart types
How Tableau Next dashboards keep and override visualization formatting, arrange widgets with grids, Reflow, pages and the Navigation widget, reuse widgets and their styles, follow org themes, and use grouped tables, donut KPIs and radial line charts.
Apply visualization and dashboarding best practices to design user-friendly Tableau Next assets.
~7 min read · 12 practice questions
What the exam expects
- Predict how a visualization's formatting behaves on a dashboard and where dashboard color overrides apply.
- Arrange a dashboard with grid presets, width settings, Reflow, pages and a Navigation widget shown on every page.
- Reuse widgets across pages and workspaces, unlink copies, select several widgets and paste formatting with the right shortcuts.
- Choose filter display styles, and explain how dashboards behave under org dark mode.
- Configure grouped tables, a KPI in a donut chart and a radial line chart.
Key terms:
- Style pane: the formatting panel for text, lines, backgrounds, marks and individual elements of visualizations and dashboards.
- Reflow: automatic repositioning of surrounding widgets when one widget moves.
- Navigation widget: a widget that turns dashboard pages into a horizontal navigation bar.
- Unlink: the toolbar command that makes a copied widget independent of its other uses.
- KPI (radial charts): an aggregate value shown with a radial chart, such as a total in a donut's center.
Key facts
Visualization formatting on dashboards
- Detail
- Preserved; can be overridden on the dashboard
Dashboard color changes
- Detail
- Specific to that dashboard; Visualization Builder unchanged
Pages per dashboard
- Detail
- Up to 50
Copied widget across pages
- Detail
- Changes show everywhere until you Unlink
Navigation on every page
- Detail
- Add to All Pages
Cross-workspace paste
- Detail
- Needs destination access; verify data sources there
Format shortcuts (Windows)
- Detail
- Control+Alt+C to copy, Control+Alt+V to paste
Mixed widget types selected
- Detail
- Styling panel shows only common widget-level styles
List (Classic) styles
- Detail
- Background color and border styles only
Theme switching
- Detail
- Default for new dashboards; existing need manual update; editor stays light
Donut center value
- Detail
- Measure or calculated field on KPI in the Analytics section
Sources for this section (9)
- Style Pane Formattinghelp.salesforce.com (opens in a new tab)
- Widget Formattinghelp.salesforce.com (opens in a new tab)
- Dashboard Pageshelp.salesforce.com (opens in a new tab)
- Navigation Widgethelp.salesforce.com (opens in a new tab)
- Reuse Widgetshelp.salesforce.com (opens in a new tab)
- Bulk Stylinghelp.salesforce.com (opens in a new tab)
- Filter Widgethelp.salesforce.com (opens in a new tab)
- Dark Modehelp.salesforce.com (opens in a new tab)
- KPIs in Radial Chartshelp.salesforce.com (opens in a new tab)
- What is the maximum number of pages one Tableau Next dashboard can have?
- When moving between dashboard pages from the keyboard on Windows, which keys do you press?
- Where do you move, delete or clone a single dashboard page?
- When grouping rows in table layout, which shelf and menu do you use?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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