You are building a dashboard in Tableau to create a single-layer grid
Dashboards can include layouts for different types of devices that span a wide range of screen sizes. When you publish these layouts to Tableau Server or Tableau Cloud, people viewing your dashboard experience a design optimized for their phone, tablet, or desktop. As the author, you only have to create a single dashboard and deliver a single URL. Show
Tip: In addition to optimizing layouts for mobile, Optimize Workbook Performance to better meets the needs of mobile users, who often have limited bandwidth and are in a hurry. How the Default dashboard relates to device layoutsDevice layouts appear on the Dashboard tab, under Default. Initially, each device layout contains every item in the Default dashboard and derives its size and layout from Default as well. Think of the Default dashboard as the parent, and the device layouts (desktop, tablet, and phone) as its children. Any view, filter, action, legend or parameter that you want to add to a device layout must first exist in the Default dashboard. Phone layouts and the Default dashboardTo save time with a unique Phone layout option that automatically reflects changes to the Default dashboard, either click the open lock icon , or choose Auto-Generate Layout from the pop-up menu.
If you instead click the closed lock icon or choose Edit Layout from the menu, the Phone layout becomes fully independent, so you'll need to manually add and arrange items to reflect changes to the Default dashboard.
Desktop and Tablet layouts and the Default dashboardUnlike Phone layouts, you need to manually add Desktop and Tablet layouts to a dashboard. Desktop and Tablet layouts are always fully independent from the Default dashboard, so each device layout can contain a unique arrangement of objects.
Automatically add phone layoutsTwo options let you automatically add phone layouts:
Preview and manually add device layouts
Note: If you make changes to a view, double-check related devices layouts to ensure that they look as you expect. Customize a device layoutAfter you've added a device layout to your dashboard, you can start rearranging objects to create the look you want.
Optimize for phonesThe small screens of mobile phones benefit from further optimization. Try these techniques. Optimize manual phone layoutsIf you've chosen to edit a phone layout yourself, you can quickly optimize the placement of filters, remove white space, and more. On the Dashboard tab, click the pop-up menu to the right of Phone, and select Optimize Layout.
Be aware that this command only rearranges items currently in the phone layout. If you want to continuously update the phone layout to reflect all changes to the default dashboard, select Auto-Generate Layout. Add links that trigger instant messages and phone callsTo let phone users quickly contact key people about dashboard content, add
URL actions to objects that automatically trigger SMS messages and telephone calls. Use the link format Create phone-specific versions of viewsCreate duplicates of certain views in the default dashboard—one optimized for desktop viewing and a second optimized for phones.
Shorten titlesShort titles work best for mobile viewing. To edit a title, double-click it. Optimize white spaceWhite space is another visual element to consider. While screen real estate on a phone is scarce and you want to make the most of it, you may also want to provide additional safe places for your users to tap or initiate scrolling, so they don't select filters and other items unintentionally. To add white space, use padding or Blank objects. For more information, see Size and Lay Out Your Dashboard. Publish the dashboard
Test the dashboardAfter you publish the dashboard to Tableau Server or Tableau Cloud, test the dashboard by viewing it from different browser sizes.
Confirm which layout a device will displayThe dashboard layout a device displays is based on the smallest dimension (height or width) of the iframe in which the Tableau view appears. Sometimes Desktop, Tablet, or Phone layouts may appear on other types of devices. For example, a Tablet layout may appear on a desktop computer if the display or browser window is small.
If Tableau Cloud and Tableau Server users find a Phone or Tablet layout too limiting, they can click See Desktop Layout in the toolbar. This toggle button lets users switch back to the mobile device layout at any time.
Are building a dashboard in Tableau to create a single layer grid that contains no overlapping elements which layout should you choose?Solution. To create a single-layer grid that contains no overlapping elements, you should choose a tiled layout.
Which of the following views in dashboard might overlap?A floating worksheet occupies a non-exclusive area of the dashboard, meaning that separate floating worksheets may overlap each other.
What are the key differences between tiled and floating items in Tableau?Tiled objects are arranged in a single layer grid that adjust in size based on the total dashboard size and the objects around it. Floating objects can be layered on top of other objects and can have a fixed size and position.
How did you arrange the sheets into the dashboard to effectively present the data in Tableau?From the drop-down menu of the sheet you want to expand, choose Use as Filter. Choose Dashboard > Actions, and double-click the generated filter you just created. In the Target Sheets section of the Edit Filter Action dialog box, select the other sheets in the layout container.
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