Format at the Workbook Level
You can quickly change how fonts, titles, and lines look in every view in a workbook by specifying format settings at the workbook level, instead of the worksheet level.
For example, you might want to use a specific font, size, and color so that all views adhere to your company's brand. You might also want to remove grid lines from your views—or make them more noticeable by increasing their pixel size or color.
You can also change the theme used by your workbook. Themes control items like the default font, colors, and line thickness. When you create a new workbook, it automatically uses the Default theme, which uses visual best practices.
Change lines in your workbook
You can change every type of line for all views in your workbook, or you can change just certain types of lines, such as trend lines. You can also turn off certain types of lines, including grid lines.
When you make changes to your workbook's line settings, a gray dot appears next to the setting in the Format Workbook pane. You can quickly switch back to default settings using the Reset to Defaults button.
In Tableau, line opacity is linked to line color. If you set a line's opacity at the workbook level, all worksheets in the workbook will receive the workbook's color setting for that line as well. If you need to change line opacity and maintain different color settings for a line type, change opacity at the worksheet level instead of at the workbook level.
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On the Format menu, select Workbook.
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The Format Workbook pane replaces the Data pane on the left and provides a series of drop-down lists where you can change all line settings in a workbook.
To confirm that your change has been applied to every view in your workbook, you can use thumbnails. Right-click a thumbnail, and select Refresh All Thumbnails.
Change fonts in your workbook
You can change all fonts in your workbook or you can change fonts for only certain areas, such as just worksheet titles.
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On the Format menu, select Workbook.
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The Format Workbook pane replaces the Data pane on the left and provides a series of drop-down lists where you can change all font settings in a workbook, as well as the font settings for titles of worksheets, stories, and dashboards.
Note: If you are editing your workbook online, the Format Workbook pane will appear on the right.
If you have made font changes at the worksheet level, such as on a filter card or a worksheet title, changing the font at the workbook level will overwrite those changes.
Upgrade or change your workbook theme (Tableau Desktop only)
If your workbook is set to a theme other than Default, it will retain that theme when you upgrade from one version of Tableau to another, but you can easily change the theme to Default. Conversely, you can change your workbook's theme from Default to a different, earlier theme.
If you upgraded from version 9.3 to version 10.x and your theme was set to Default in version 9.3, it will be set to Previous in version 10.x. After you switch to the Default theme, check your workbook to confirm that items are sized appropriately. You might need to make some manual adjustments.
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On the Format menu, select Workbook Theme.
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Choose a theme.
Each theme is associated with a different version of Tableau Desktop.
This workbook theme... Is associated with these Tableau versions... Default Version 10.x Previous Versions 8.0.x – 9.3.x Modern Versions 3.5 – 7.0.x Classic Versions 1.0 – 3.2
Reset a workbook to its default settings
When you make changes to your workbook's font settings, a gray dot appears next to the setting in the Format Workbook pane. You can quickly switch back to default settings using the Reset to Defaults button.
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On the Format menu, select Workbook.
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In the Format Workbook pane, click Reset to Defaults.
