A Custom View is a copy of a view that has your selections and filters applied. You can use Custom Views to save your filters, sorts, or selections, without changing the original view. Custom Views are a good option if you find yourself changing a Tableau Server or Tableau Online view every time you open it.

Considerations when using Custom Views:

  • A Custom View doesn't change the original view.

  • If the original view is updated or republished, your Custom View is also updated.

  • If the original view is deleted from the server, your Custom View is also deleted.

  • If you change Groups or Sets in your original view, your related Custom Views don’t change.

  • To change the underlying workbook, see Edit Tableau Views on the Web

Create a Custom View

  1. Open the individual view that you want to customize.

  2. Filter the data, change sorting, select specific marks, zoom in or out, or add modifications.

  3. Choose View in the toolbar.

  4. In the Custom Views dialog, enter a name for the Custom View.

  5. (Optional) Select Make it my default, and then chose Make visible to others.

  6. Click Save.

  7. In the view's toolbar, select Share to share it with other users. To add it to the list of public Custom Views shown on the workbook, see Make a custom view public or private.

Manage Custom Views

You can see Custom Views created on a workbook or on individual views in Tableau Online and Tableau Server. If you’ve publish permissions you can see all Custom Views created for a workbook. Site and server administrators can delete other user's Custom Views or change the owner.

Manage Workbook Custom Views

You can see any Custom Views you created on a workbook in the Custom Views menu by selecting View from the toolbar or on the Custom Views tab. To see a workbook’s Custom Views, complete the following steps.

  1. Select the workbook you’d like to view.
  2. Choose the CustomViews tab.

  3. Select the Custom View you'd like to see or filter available views by name, owner, original title, and more.

 

Saved Custom Views

After you save a Custom View, it appears under My Views. The original view and views created by other users are under Other Views. To see a saved Custom View, complete the following steps.

  1. Choose View in the toolbar. The currently selected view appears with a gray background.

Change your Default View

  1. Choose View in the toolbar, and then select Manage in the lower right corner of the Custom Views dialog box.

  2. Choose next to the Custom View name.

  3. Select Done.

Make a Custom View Public or Private

A Custom View is set to private by default. Only you can view your Custom View if its status is private. If your site role is Explorer or Creator and you have the correct workbook permissions, you can make a view public. A public view allows anyone with access to the original view to see your custom version in the Other Views list.

Note: Private Custom Views are hidden from the Other Views list. You can share the URL with anyone who has permission to access the original view.

  1. In the toolbar choose View.

  2. Select Manage.

  3. Select the public or private icon.

    • The public icon indicates that the view is visible to others.

    • The private icon indicates that the view is only visible to you.

  4. Click Done.

Delete a Custom View

Admins and Creators can delete Custom Views at any time. Deleting a Custom View doesn't affect the original view. To delete a Custom View from the workbook’s Custom Views tab, complete the following steps.

  1. Select the workbook you’d like to view.

  2. Choose the Custom Views tab.

  3. Select the specific Custom View.

  4. From the Actions drop-down menu, select Delete.

  5. To finish, select Delete.

Use the Custom Views Dialog Box to Delete a Custom View

Creators can also delete a Custom View from the Custom Views dialog within the visualization. To delete a Custom View from the Custom Views dialog, complete the following steps.

  1. In the toolbar, choose View..

    View dropdown in the toolbar.

  2. Select Manage Views..

    Manage Views button in the Custom Views dialog.

  3. Next to the Custom View name, select the delete icon .

    Delete icon in the Manage Views dialog.

  4. Choose Delete.

Note: Deleting a Custom View also deletes any subscriptions based on that Custom View.

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