Employ stories to brand your case more compelling by showing how facts are connected, and how decisions relate to outcomes. You lot can then publish your story to the web, or present information technology to an audition.

Each story point can exist based on a dissimilar view or dashboard, or the entire story can be based on the aforementioned visualization seen at unlike stages, with different filters and annotations.

Create a story point

  1. Click the New Story tab.

    Tableau opens a new story as your starting bespeak:

  2. In the lower-left corner of the screen, choose a size for your story. Choose from i of the predefined sizes, or gear up a custom size, in pixels:

    Notation: Cull the size your story will be viewed at, not the size y'all're authoring in.

  3. By default, your story gets its title from the sheet proper name. To edit it, right-click the canvass tab, and choose Rename Sheet.

    If yous're using Tableau Desktop, y'all can also rename a story past double-clicking the title.

  4. To commencement building your story, double-click a sheet on the left to add together information technology to a story betoken.

    In Tableau Desktop, you tin can also drag sheets into your story point.

    When you add a canvas to a story signal, that sail remains connected to the original sheet. If yous alter the original canvass, your changes volition automatically be reflected on the story points that use it.

    If y'all are using Tableau Server or Tableau Online to author on the web and the original sheet has Pause Auto Updates enabled, the story sheet will exist blank until auto-updates are resumed.

  5. Click Add together a caption to summarize the story point.

    In Tableau Desktop, you can highlight a cardinal takeaway for your viewers by dragging a text object to the story worksheet and typing a comment.

  6. To further highlight the main idea of this story signal, you tin change a filter or sort on a field in the view. And so salvage your changes past clicking Update on the story toolbar in a higher place the navigator box:

  7. Add another story signal by doing one of the following:

    • Click Bare to apply a fresh sheet for the next story signal.

    • Commencement customizing a story bespeak and click Salvage as New on the toolbar to a higher place the navigator box.

    • Click Duplicate to utilise the current story point every bit the footing for a new one.

Explore layout options

You tin can refine the look of your story using the options on the Layout tab.

  1. Click the Layout tab.

  2. Choose a navigator fashion that all-time suits your story, and show or hibernate the next and previous arrows.

Format a story

Resize captions (Tableau Desktop just)

Sometimes the text in one or more of your captions is too long to fit inside the elevation of the navigator. In this example, yous tin re-size the captions vertically and horizontally.

  1. In the navigator, select a explanation.

  2. Drag the border left or right to resize the caption horizontally, downwardly to resize vertically, or select a corner and drag diagonally to resize the explanation both horizontally and vertically.

    All captions in the navigator update to the new size.

When you resize a caption, you can only select the left, right, or bottom border of the explanation.

Fit a dashboard to a story

Y'all tin can fit a dashboard to the exact size of a story. For instance, if your story is exactly 800 past 600 pixels, you can compress or expand a dashboard to fit inside that space.

Click the Size drop-down carte du jour and select the story you want the dashboard to fit within.

Format a story'southward shading, title, and text objects (Tableau Desktop but)

To open the Format Story pane, select Format > Story.

Articulate all formatting (Tableau Desktop only)

  • To reset a story to its default format settings, click the Clear button at the bottom of the Format Story pane.

  • To clear a unmarried format setting, correct-click (Windows) or control-click (macOS) the format setting you want to undo in the Format Story pane. Then select Articulate.

    For example, if you want to clear the alignment of the story title, right-click (control-click on Mac) Alignment in the Title department, and then select Clear.

Delete a story betoken

Click the X in the toolbar above the betoken's caption:

Nowadays your story

  1. In Tableau Desktop, click the Presentation Fashion push button on the toolbar. Or, publish the story to Tableau Online or Tableau Server, and click the Full Screen push in the upper-right corner of the browser.

  2. To step through your story, click the arrow to the correct of the story points. Or, in Tableau Desktop, employ the pointer keys on your keyboard.

  3. To exit Presentation or Full Screen mode, press Esc.