Resizing Charts and Changing Colors and Headers

Quick reference

• 00:04 Okay, in this video we're going to look at changing chart sizes and header colors,
• 00:08 and things like that.
• 00:09 So, all right, we've got a couple of charts here.
• 00:11 And I'm going to come over here, and
• 00:13 I'm just going to change this to a pie chart just to make this really dramatic,
• 00:16 because the pie chart by default for some reason is really small.
• 00:19 And you can notice, we can't really tell anything,
• 00:22 you can see there's a legend over here.
• 00:24 There's usually a legend on this side for most things, check that out.
• 00:28 But I mentioned earlier we can resize these,
• 00:31 by just sort of very slowly dragging your mouse to the edge here.
• 00:34 And you can see when I do it changes the cursor to this resize thing,
• 00:39 it's kind of tricky to get it just right.
• 00:42 You have to sort of sometimes play with it.
• 00:45 And then you just hold your mouse button, click and
• 00:48 then drag to whatever size you want.
• 00:50 Now, that resized it that way, we still have to resize it up and down, or
• 00:53 else this really doesn't change.
• 00:55 So the same thing we just kind of move our mouse around down here until it changes
• 00:59 the cursor.
• 01:00 Click and drag and now we can make this bigger.
• 01:03 And boom, that's much better.
• 01:05 So in the next video, I'll show you how to add labels and things to charts, for
• 01:08 instance, the pie chart.
• 01:10 because right now all we can tell is just by sort of hovering over it,
• 01:13 which is not that useful.
• 01:15 But now I want to talk about the header here.
• 01:16 So, this says Dog Breeds and that's actually the name of our worksheet.
• 01:21 So if we come down here and rename this, and we could say,
• 01:25 The Dog Breeds, boom, you can see up here it changes to The Dog Breeds.
• 01:30 I'm going to come down here and change that back again.
• 01:34 But it doesn't have to be sort of locked to whatever you called your worksheet,
• 01:39 we can change this.
• 01:40 So, we come over here and you can see there's a caret.
• 01:43 Most things with Tableau you've probably noticed so far that if we kind of hover
• 01:47 over it, a caret menu pops up, we can click on, and here we can see Edit Title.
• 01:51 And you can see by default it's just adding the sheet name,
• 01:54 which is Dog Breeds, but we can change this to whatever we want.
• 01:58 So maybe we want to change this to Dog Breed Pie Chart.
• 02:02 And when we click Apply, boom, it changes to Dog Breed Pie Chart.
• 02:07 And we can also change the color here.
• 02:09 So we need to click and drag to sort of highlight all of this stuff.
• 02:13 Or you can hit Ctrl A on your keyboard, the control button and
• 02:16 the A button at the same time.
• 02:17 If you're on a Mac, I think it's command and A at the same time.
• 02:20 Or you could just hold your button down, click and drag, and
• 02:23 then come over here to the little colored thing, and just pick any color you want.
• 02:27 So if we want blue, now it's blue, I can click Apply, sort of changes.
• 02:31 Same thing, I can highlight this and change it to bold.
• 02:35 See boom, now it changes to bold.
• 02:37 We can also change the font size, so 72, really big, maybe that's a little too big.
• 02:44 So, dial it back down to 24, that looks pretty good.
• 02:48 You can also italicize this or underline it.
• 02:52 I think that's going a little too far.
• 02:54 We don't want to be crazy.
• 02:55 I'll take that off.
• 02:57 You can also insert several different things over here.
• 03:00 The workbook name, for instance, sheet name, the date update time.
• 03:05 See it does it automatically, if you apply that.
• 03:08 There you go, it's kind of interesting.
• 03:12 Change that back.
• 03:13 And that's really all there is to it.
• 03:14 So really easy to change the header, the size, the font, the color.
• 03:19 We can see this is Tableau Light, the font,
• 03:21 we could change this to anything we want, there's wide Latin.
• 03:25 And again, you need to highlight the whole thing, click on Wide Latin again, Apply.
• 03:30 So that's not very professional.
• 03:33 We'll go ahead and change that back.
• 03:36 Boom, there we go.
• 03:37 I also mentioned we just pick the colors that are listed.
• 03:39 You can click here to get a color wheel,
• 03:41 changes to absolutely any color that you want.
• 03:44 Or you can come down here and type in an HTML hex color code if you know those.
• 03:48 Or you can change the hue saturation value the red, green, or
• 03:51 blue RGB value right there.
• 03:53 So you have complete control over this, however you want this to look,
• 03:56 whatever colors you want to use you can, and it's very cool.
• 03:58 So, cancel out of there and cancel out of there.
• 04:01 And that's all there is to it.
• 04:02 So, that's how to change the size of a chart.
• 04:06 Now one thing I will mention, if we change this back to a bar chart, and
• 04:10 then change it back again to a pie chart, all that formatting is gone.
• 04:13 So just keep that in mind.
• 04:14 And that's not just for a pie chart.
• 04:16 If we come over here, we can sort of hover at the edge of this one, and
• 04:20 there's our little cursor change.
• 04:22 I can drag this back over and change the size of that.
• 04:25 I could do the same thing right here, right?
• 04:28 So you have really a lot of control over all of these different charts.
• 04:32 Just go ahead and change that back.
• 04:34 And if you're not familiar, I'm hitting the Ctrl and
• 04:37 the Z button, to undo changes.
• 04:40 That's just a standard, it's not a Tableau thing, that's universal on Windows,
• 04:44 Ctrl Z is undo.
• 04:45 So, that's how I'm doing that, and pretty cool.
• 04:48 So that's how to resize your charts and play around with the colors and
• 04:51 the fonts of your headers.
• 04:52 In the next video, we'll look at adding labels to our charts.

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