Tableau | Configuration for Quick-Start Dashboards

The article below outlines how to utilize the configuration pane within the Quick-Start dashboards for Tableau. 

Configuration

Clicking the gear icon next to the title will navigate you to the configuration pane, a separate dashboard within the Tableau workbook that can be used to adjust formatting within the report. Within this pane you can adjust the following:

KPI Formatting

This dropdown adjusts the formatting of the KPI scorecards to display either area charts or metrics only:

Area Charts

Screen_Shot_2020-07-23_at_11.14.30_AM.png

Metrics Only

Screen_Shot_2020-07-23_at_11.14.43_AM.png

Trend Line Aggregation

This dropdown allows you to adjust the trendline to aggregate metrics by day, week, quarter, or month.

Example Configuration Pane is below:

Screen_Shot_2020-07-23_at_11.16.20_AM.png

 

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