Locked lesson.
About this lesson
In this lesson, you'll learn how to rearrange the far right vertical column on the Dashboard.
Exercise files
Download this lesson’s related exercise files.
35 - Rearranging The Vertical Column.docx60.5 KB 35 - Rearranging The Vertical Column SOLUTION.docx
58 KB
Quick reference
Rearranging the Vertical Column
In this lesson, you'll learn how to rearrange the far right vertical column on the Dashboard.
When to use
Use this whenever you need to rearrange the vertical column to better line up items with their corresponding sheet.
Instructions
To move pieces of the vertial column, click on them to highlight; then grab the top bar that appears and drag the entire section wherever you like.
Hints & tips
- Click an item to highlight it.
- Grab the top bar with your mouse and drag and drop to reposition it.
- 00:04 Okay in this video, I want to talk about sort of playing around and
- 00:07 rearranging this vertical column.
- 00:09 So we created these dashboards and when we did, Tableau just sort of throws these
- 00:14 legends and these things over here in this right hand corner in this vertical bar.
- 00:19 It makes its best guess estimate where these go, but
- 00:22 they're not always in the greatest spots.
- 00:24 So for instance this license type, this orange and green,
- 00:28 obviously corresponds with this guy down here.
- 00:31 So we might want to move this down there, right?
- 00:34 Things like that.
- 00:35 Some of these things we may not want it all right?
- 00:38 So we've got this count thing.
- 00:40 No that's not really all that useful shows 91,000 maybe you want that maybe
- 00:45 you don't have it this one, I don't know it's not all that useful at all.
- 00:49 Maybe you don't want that at all.
- 00:51 So those are the things we're going to talk about in this video how to
- 00:53 play around with that column.
- 00:54 So the first thing I'm going to do is come over here and
- 00:58 right click and let's duplicate this.
- 01:01 Just because and let's change the name of this to let's say My Dog,
- 01:07 Dashboard, dash vertical.
- 01:11 Just so we can sort of keep track of these in case we mess this up,
- 01:14 which you may very well do when you're moving these things around.
- 01:17 It's it's sort of easy to make a bad move here and
- 01:20 have the whole formatting sort of get a little wonky.
- 01:23 So I like to create a second duplicate just to make sure in that way if we mess
- 01:27 up, we can just come back over here, create another duplicate and
- 01:31 start over, right?
- 01:32 So it's sort of a good idea.
- 01:33 So let's start right here, this license type, this obviously goes with this.
- 01:37 So what I would do is just sort of click on here, and
- 01:40 when you do you see the whole thing highlights.
- 01:43 But then you can hover over this little notch thing at the top, and
- 01:46 you get the sort of standard moving arrow icon right there.
- 01:49 So if you click on this and hold your mouse button down,
- 01:52 you can then drag this around and we can bring this anywhere.
- 01:54 We can bring it out here if we wanted to, but we likely don't want to get crazy.
- 01:58 So let's just bring it right down here somewhere right about there,
- 02:02 that looks good.
- 02:03 And now if we click on this, this thing moves, so this and this go together, so
- 02:07 that's kind of good.
- 02:08 Like I said earlier, we've got this thing maybe we don't want it at all,
- 02:14 so we could either click floating and pull it out, and then sort of move it.
- 02:20 I don't know maybe like right here.
- 02:25 Right?
- 02:26 Something like that.
- 02:30 Or we could just delete it completely, and now that's gone, whichever one you like.
- 02:36 Maybe I'll just leave that there because kind of interesting.
- 02:38 Our move it over a little bit, so it's right here.
- 02:45 And bring it down a little, kind of squeeze in there, that's kind of interesting,
- 02:49 you might do something like that.
- 02:51 And same thing with this guy right here, maybe we want to move it over here.
- 02:54 So same thing when I right click here and click floating.
- 02:59 There we go, so it pops out, we can grab it,
- 03:02 bring it over maybe we want it right there.
- 03:07 Okay, so maybe that's good, these don't quite line up so
- 03:11 we'll go up a little, I'm just playing right now because this is fun.
- 03:16 So now we have these two things that go with this and this and this.
- 03:21 Okay, maybe we want this guy above this guy so
- 03:26 we can bring this up and then drop it.
- 03:31 And you might have noticed it was a little tricky to do that. I wasn't quite
- 03:34 sure where it was it didn't quite highlight correctly.
- 03:36 So you really have to sort of finesse this and play around with this to get these
- 03:41 in the exact right area that you want them to be, but that's looking pretty good.
- 03:46 Now what we could do is add another horizontal thing here, and
- 03:51 then just sort of drag this over here.
- 03:54 Maybe we want it this right here next to the pie chart, I don't know.
- 03:58 And then if we move that, kind of changes back, or
- 04:02 you could always do something like that.
- 04:05 If these are sort of confusing, but you have all the options.
- 04:09 You can arrange these any way you want.
- 04:11 And now this is definitely cleaner over here, if that's what you want,
- 04:15 maybe you like it better the way it was before.
- 04:17 But you have the option to do that, and it's really really easy.
- 04:21 So that's all for this video.
- 04:22 In the next video, we'll look at adding text and images to our dashboard.
Lesson notes are only available for subscribers.