Use Custom Views

A custom view is a saved version of the view with your selections and filters applied. Since views are interactive, custom views let you save your filters, sorts, or selections, without making changes to the underlying view.

You might create a custom view if you find yourself changing a Tableau Server or Tableau Online view every time you open it. For example, if you apply a filter to include only data relevant to you, or you sort data differently, you can save separate custom views for each scenario.

Tip: A custom view doesn't change the original view, but it remains related to it. If the original view is updated or republished (with different filters, for example), your custom view is updated too. Likewise, if the original view is deleted from the server, your custom view is deleted.

To make changes to 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 make any other modifications.

    In the toolbar, the View option now includes an asterisk, indicating that you made changes to the view.

  3. Click View in the toolbar.

  4. In the Custom Views dialog, enter a name for the custom view. Then select whether you want it to be the default view you see, and if it should be visible to others who view the workbook.

  5. Click Save.

To let others access the view, set the custom view to Make visible to others when saving. With your custom view open, select the Share button in the view’s toolbar.

See custom views

In Tableau Online and Tableau Server, you can see custom views created on a workbook or on individual views

See and manage custom views on a workbook

You can see all the custom views you created on a workbook in the custom views menu by selecting View from the toolbar, or on the custom views tab of the workbook page.

To see a workbook’s custom views:

  1. Select the workbook you’d like to view.
  2. Click the Custom Views tab to see available custom views.

Select the custom view you'd like to see or filter available views my name, owner, original title, and more.

If you have publish permission on the workbook, you can see all custom views created for the workbook. Site and server administrators can delete other user's custom views or change the owner.

See saved custom views

With a view open, do the following: 

  1. Click View in the toolbar.

    The currently selected view appears with a gray background.

  2. Click another view to display it.

    Custom views that you have saved appear under My Views. The original view and views created by others appear under Other Views.

Change your default view

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

  2. Click next to the custom view name to make the view the default view. The icon changes to to indicate that the view is now the default.

  3. Click Done.

Make a custom view public or private

By default, a custom view is private so only you see it in the Custom Views dialog box. But if your site role is Explorer or Creator, you can make a view public so anyone with access to the original view will see your custom version in the “Other Views” list.

Tip: Private custom views are hidden only from the “Other Views” list. You can share the URL with anyone who has permission to access the original view.

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

  2. Click the public or private icon to change the view's status.

    • The public icon indicates that the view is visible to others in the Custom Views dialog box:

    • The private icon indicates that the view is visible only to you in the dialog box:

  3. Click Done.

Delete a custom view

You can delete a custom view you created at any time. Removing your custom view does not affect the original view.

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

  2. Click the delete icon next to the custom view name.

  3. Click Done.

Note: Deleting a custom view also deletes any subscriptions based on that custom view.

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