Tableau | Formatting for Quick-Start Dashboards

The article below outlines how to change the formatting within the Quick-Start dashboards for Tableau. 

Formatting

Below are some helpful tips for formatting your Tableau dashboard.

Worksheets Rendering Incorrectly

If you are viewing the workbook in Tableau Desktop on a Windows PC you may see titles that are cut off, have ellipses in them (...), or worksheets that aren’t displaying fully (you should not have this problem if you are using a MAC):

Screen_Shot_2020-07-23_at_11.28.11_AM.png

To fix this, adjust your scale and layout settings (on your PC, not in Tableau) so that every display is scaled to 100% by going to Start → Settings → System → Display → Scale and Layout:

Screen_Shot_2020-07-23_at_11.28.51_AM.png

Once these settings have been adjusted, close and re-open Tableau to view the workbook rendered properly.

Changing Report Title + Logo

The report title and logo can be customized to match a client’s branding. To edit the title right click the text and select "Edit text…":

Screen_Shot_2020-07-23_at_11.44.57_AM.png

Edit the text within the pane that appears and click "OK." To edit the image, right click the Keys logo and click "Choose Image…":

Screen_Shot_2020-07-23_at_11.45.05_AM.png

Select the replacement image file and click "OK." Note that depending on the size of your image you may need to adjust the Fit Image, Center Image, and Fix Width settings to ensure a proper fit within the 60x60 placeholder.

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