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You're reading from  Tableau Cookbook - Recipes for Data Visualization

Product typeBook
Published inDec 2016
PublisherPackt
ISBN-139781784395513
Edition1st Edition
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Author (1)
Shweta Sankhe-Savale
Shweta Sankhe-Savale
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Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale

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Using and formatting titles and captions


Naming our sheets and giving them titles not only helps us find the relevant sheets while working on our dashboards or storyboards, but it also helps our end users understand what we are trying show in our views. Tableau will, by default, take our sheet name as our title for that sheet, which we can change if we want to.

While working with dashboards, we briefly saw how to add titles to our worksheets and dashboards and how to do some basic formatting on them. In this recipe, let's relook at how we can add titles to our worksheet, format them, and even make them dynamic based on what the user selects.

Getting ready

We will continue using our existing My first Tableau Workbook workbook and create a quick bar chart by using the Orders (Sample - Superstore) data source. Let us get started.

How to do it…

  1. Let us create a new sheet and rename it as Formatting Titles & Captions.

  2. Next, let us select the Orders (Sample - Superstore) data source from the Data...

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Tableau Cookbook - Recipes for Data Visualization
Published in: Dec 2016Publisher: PacktISBN-13: 9781784395513

Author (1)

author image
Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale