Creating and Sharing Custom Views in Tableau

Owned by Cristiana Gutierrez
Jun 17, 2024
2 min read

A custom view acts as a quick way to access specific interaction settings, such as filter choices and sorting options, within a published visualization. It doesn't alter the original content. It's a handy tool for streamlining your workflow, especially if you often find yourself adjusting the same filters or focusing on particular data when using a visualization.

Creating a Custom View

First, go to the individual view. From there, make any adjustments you'd like to include in the custom view, such as selecting marks, filtering data, or changing sorting options.

  1. When you’re ready to save the changes you’ve made as a custom view, select Save Custom View from the toolbar.

  1. In the Save Custom View dialog, enter a name for the custom view.

  2. (Optional) Select Make it my default.

  3. (Optional) Select Make visible to others. This makes the custom view available to everyone who can see the original content. However, there are instances when this option isn't available:

    • Users with a Viewer site role can't make custom views visible to others. However, they can share a custom view by copying and sharing the URL.

  4. Click Save.

Sharing a Custom View

Users with a site role of Explorer or higher can set a custom view as visible to others. This setting allows anyone with access to the original content to see the custom view.

To change an existing private custom view to be visible to others (or to make a visible view private):

  1. Select the View icon in the toolbar.

  1. Toggle the eye icon to the view you want to share to the desired state.

  2. Close the dialog to save.

The eye with a slash eye.png indicates the view is private to you. The eye without the slash indicates the view is visible to others.