How to Build a Dashboard Template in Tableau

[@Skd833]

Already adopted by my last organization. Definitely the best way to save time

[@PRAJJD]

Do we need Tableau Creator License to create Dashboard TEmplate

[@ar7061]

Loved the content! Any resources for calculation templates?

[@DSCOVRAnalytics]

Thank you, I'm really glad you are enjoying our videos! What type of calculations would you like to see in a template?

[@johanhuiberts7114]

Thanks for sharing this video. It will save us a lot of time. I am still at the 'zero' side of the Zero to Hero scale, so maybe next is a silly question. What about the following scenario: Template is created and used as starting point for a number of dashboards. For example, a number of fixed filters is used in multiple dashboards. Then somebody thinks of another standard filter to be applied to all created dashboards. If I understand the template scenario correctly, I still have to change all the created dashboards one by one to add this extra filter. Is this correct, or is there an easier way to do this?

[@DSCOVRAnalytics]

Hi Johan, I love the fact that you're already thinking about scalability. Great question! You could use Row Level Security in cases where you're distributing your dashboards to multiple clients, the dashboards are identical, but the data must be filtered differently for each report. I would also suggest checking out InterWorks' Power Tools for Tableau, but I don't have experience using them, so can't comment on their usefulness. I'll look into this to see if there is another way!

[@jacobs4985]

Can we also make this on Figma?

[@DSCOVRAnalytics]

Figma has a Tableau UI kit that allows you to prototype dashboards (I don't have any experience with this), but you can read more about it here : www.figma.com/community/file/1049839808166473920

[@antoniolupen6138]

Apparently copy and paste options are not available in the free version of Tableau

[@surajdarokar1541]

Thank You, Madam! Your tutorial has been a great help for me to design & build my own Template. Great tutorial, Concise yet Descriptive! I wish to get more of these tutorials. A grateful Thank You again. 📈📉📊⚙

[@DSCOVRAnalytics]

Thank you Suraj! We are open to hearing about any special topics that may interest our viewers. So feel free to share any ideas you may have!