![]() We hope to see more features added to the View Data interface in the future. See a Summary view (and if you’ve built your data using the data model, you’ll also the individual tables in the underlying data model).This optimises the data table for both screen readers and any users who needs to download the underlying data. And this customised view stays when you download the data as a CSV. ![]() This feature was one of the most requested features in the Tableau Forums and we are happy to see how beautifully Tableau has implemented it on desktop and Tableau Server/Tableau Online.Ĭustomise View Data lets you customise how you view the tabular data behind the visualisation. It is one of those small feature improvements that really adds to the user experience. We think you’ll love Customise View Data. If you update the workbook, and then re-run the optimiser, you can see how much your workbook has improved. A nice touch is that the Workbook Optimiser remembers the last score for your workbook. You can also choose to run it as one of the options in publish interface when you publish a Dashboard to Server or Tableau Online. The Workbook Optimiser lives under the Server menu. We’re sure it’ll help authors use these best practice habits when they build normally. A link to learn more about the guideline (Note at the time of publishing this link wasn’t working).Details about the best practice guideline.The specifics of the issue (if its traffic light rating is ‘Take action’ or ‘Needs review’).What the actual check is (for example ‘unused fields).The Workbook Optimiser’s self-service interface uses a traffic light warning system (Take action, Needs review, Passed) to show how your workbook performs against each of the twelve checks. We’d really like to see checks against accessibility added to it in the future. ![]() But Tableau have already said that they’ll be adding more checks in the future. The Workbook Optimiser currently checks against twelve design elements (like number of data sources, unused fields, and number of LODs). This means that you don’t have to be an expert to know how to optimise a workbook- which is especially helpful for authors who mightn’t have had formal Tableau training. While the Workbook Optimiser won’t automatically optimise your workbooks for you, it will highlight elements on your dashboard that aren’t based on best practice. However, there’s little information out yet about how it does this.
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