In order to embed templates into the product, you first need to create your templates workbook, which should be saved as a packaged workbook (.twbx) once complete. An example of the end result is shown below. In this post I’m going to outline how we can make dashboard templates part of the Tableau product, making it even easier for users to get started on their Tableau journey. I think the latter point is completely fair, but this is why I tend to think templates are fine, providing they are flexible and don’t contain a whole host of design rules that no user is ever going to bother read, yet alone implement. I’m aware that some people disagree with the idea of having templates, with people feeling it can curb creativity, and that the rules around templates add a barrier to entry that some just may not be willing to overcome. They allow users to forget about one of the more tedious Tableau tasks (formatting), and allow them to get their analysis in-front of stakeholders, in a presentable manner, quickly.įrom an audience/consumer perspective, a consistent look and feel will make navigation and interaction much easier as we get an understanding of where to look for those key aspects. ![]() ![]() ![]() This blog was originally posted on my personal blog in 2017, however this post will contain small changes given updates to the Tableau Desktop product since the post was first published.ĭashboard templates and examples can be a hugely impactful method to successfully embedding Tableau into a business. | Ben Moss Embedding Templates into Tableau Desktop
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