Custom Views: Why they’re great!

custom view 2


Among the many things we learned during our first official Tableau Server lesson with Jonathan MacDonald, we learned the importance of an often underutilised Server feature, custom view.

In this post, I will go over what custom views are, why they’re super useful aaand hopefully by the end of this post convince you to use them more!


What are Custom Views?

Custom views are like they sound. They are snapshots of a dashboard or sheet that you, the user, choose and save for quick future reference. Custom views are especially useful for dashboards or sheets that have lots of filters and drilling down.

NOTE (edit 10/11/18): Custom views can only be created by those with an Explorer license, but created custom views can be viewed by those with Viewer licenses. Thank you Chris Love for this info!

Let’s try an example. I will be using my UK House Prices viz (data source: Exasol) which I have uploaded onto Server.

Figure 1. UK house prices viz

Click to keep reading!