Mastering Containers in Tableau

[@tald747]

Hi Andy, Thanks for another very informative video. I loved the trick of adding the first container as floating, thus eliminating the clutter which occurs after adding more and more elements into the dashboard. This makes it much neater and easy to navigate.

[@vizwiz]

Glad it was helpful!

[@TravisTraps]

How does this play with automatic/responsive dashboards tho? and wasnt the first rule of the challenge not float? lol

[@udayabanunagarajan5401]

omg!!! This is sooooo amaazing!! Really learnt a lot about containers today.. was so confused with the layout and containers till date. Got a better picture today. U have covered all details.. So happy to replicate this! Thank u so much Andy!

[@firstname4337]

my feelings exactly

[@jinsonfernandez]

Andy this is one of the best I have seen so far wrt containers....keep up the good work

[@vizwiz]

Thanks 👍

[@anirbanaws143]

Hey Andy. At about 3:50, you add a Blank container and say "it acts like a holding place for me". Why? Isn't that already the job of the first vertical container we added to hold everything in place?

[@vizwiz]

I find adding the extra blank object makes it easier for me to place the worksheets where I want them to go without accidentally putting them in the wrong container.

[@nicolelily]

This was incredibly helpful. I was asked to create a dashboard with 12 boxes with a title and subtitle each for work and was pulling my hair out! Now I have a plan for how to go about it. Thank you!

[@vizwiz]

You’re welcome! Sounds like a tough dashboard to layout. It’s good to hear you have a plan.

[@chirayuvyas5922]

Thanks Andy for this amazing videos. I am new in Tableau and learning a lot from your videos.

[@srp4024]

At the end when I deleted the place holder blank, all containers even out nicely. Only the problem is the bottom margin which showed "2017 Q4 2018 Q4...." changed just to year "2011 2012..." . Is that ok or I can change back to original. If yes how ?

[@pqpq594]

Looking at this solution reminds me of my annoyance at how Tableau forces me to duplicate worksheets to achieve a specific design objective when I could achieve the same functionality with small multiples of dimensions. Using small multiples helps guarantee consistency between dimensions, but is quite limiting in terms of design and formatting. How do you decide between a small multiples of dimensions solutions versus this worksheet-duplicating approach in your projects? Thank you

[@adi007full]

I loved the attention to detail and really learn a lot about containers and their importance.

[@vizwiz]

That’s good to hear Adarsh. Thank you.

[@huytruong2026]

Hi Andy. I'm not sure if I found a bug. When I drag in the floating vertical container and set its size to 1200 x 800 before setting the size of my dashboard, then my KPI sheet gets cut out at the Average Discount -- it's still there but I can't see it even if I change the dashboard size or go into the Presentation Mode. However, if I set the size of my dashboard to 1200 x 800 and then dragging the floating vertical container and set its size to 1200 x 800, then I don't see the KPIs sheet gets cut out. In summary, I think we must set the dashboard size first, before doing anything else to avoid the problem.

[@vizwiz]

If the sheet is on the dashboard, but really tiny, don’t panic. That happens a lot. You can select it by going to the Layout tab and finding the sheet. Click on it there and then you can resize it.

[@wendyware3064]

Definitely need to watch this one again. Containers are my nemesis!

[@vizwiz]

😂😂 they were for me for a long time too.

[@adarshm2618]

in tableau desktop can we create a vertical floating container which has 3 worksheets as objects and those 3 worksheets are fixed to the container and when i drag the floating container, all the 3 worksheet objects should be dragged along with it?

[@vizwiz]

Yes. Once you have worksheets in a container, if you move that container, the sheets go with it.

[@ItsMehras]

No more 'Height must be greater than the total top and bottom margins' error message. Thank you, Andy!

[@vizwiz]

You got it!

[@sediqkhan8353]

Great tutrial.

[@od2437]

Thanks, the shift and drag is exactly what I was looking for

[@vizwiz]

Glad it helped

[@LuisMunoz-pi3nc]

Hi Andy, This video was amazing !! I was looking to learn how to create containers and the videos gave enough info. I have a question regarding the Date Field. I want to make it interactive and I'm wondering if I need to create a separate sheet to add a date field on this dashboard so I can toggle back and forth to different date values? Any info would be greatly appreciated.

[@vizwiz]

You can add a section in the dashboard for your filters or place the filter next to one of the sheets.

[@LovelyJordy]

Thanks so much for sharing your knowledge. Just found your channel. Can I follow this with the Tableau Public version?

[@vizwiz]

Yes.

[@cococnk388]

Second time watching this video beginning to understand containers. Thanks Sir

[@vizwiz]

Great!

[@allenrajiv]

Awesome just want to know if there is a way for us to make these containers with rounded edges .

[@vizwiz]

No, you cannot. People do it by creating images that have the rounded edges (probably in Powerpoint) and then float the chart on top of those.

[@leeyates28]

Thank you so much Andy, helpful as always!

[@myronlewis5752]

putting a floating Blank in the beginning will cause issues if we keep the dashboard at Automatic right?

[@vizwiz]

Maybe. But I would never ever recommend the automatic setting.

[@nicolask9869]

@@vizwizCould you explain why you not recommend it Please?

[@vizwiz]

@@nicolask9869 because the dashboard will scale and most likely not render the way you intended.

[@nicolask9869]

@@vizwiz Thanks Andy.

[@michaelh1787]

ugh this is so confusing. it looks easy in theory but I'm having a hard time following the container portion. do you give private lessons?

[@vizwiz]

I do. Email [e-mail]

[@gulapala007]

Thank you Andy, it was so helpful.

[@eoghankealy6249]

I have a question, around the 10 minute mark, placing the KPI sheet into the container, when I select' fit entire view' the white background stretches to fit the container but the KPI s stay on the left hand side, how can I centre them in the container ?

[@vizwiz]

I did that in an earlier step. In the worksheet, click on the Text shelf, then in the alignment, choose center vertical and center horizontal.

[@eoghankealy6249]

@@vizwiz Great, thanks!

[@hkomaki4992]

@@vizwiz Hi, Andy. I'm in the same situation and changed the alignment, but it not works well. My Tableau desktop version is 2021.1, is this the same as you?

[@deborahweissner8527]

I had the same problem until I reshowed the Header and then readjusted the width of the entire table from the worksheet which I could only do while the header is visible. Then hide the header again.

[@LonODonnell]

Do you stream your content? If so, where and when?

[@vizwiz]

Hi Lon. I do indeed, usually once per week. This session was live. If you subscribe and get notifications, you’ll see them when they’re scheduled. I always do a session Monday late afternoon UK time for Makeover Monday.

[@malcorub]

Cards are way easier to do in Power BI...but my new team uses Tableau and not Power BI so these videos are really helpful.

[@vizwiz]

Glad you like them!

[@puneethmohana5131]

Andy you are doing a great job. Specially I am learning a lot from #Makeovermonday and your viz live stream. On top of that I am getting to learn additional things with your new tips. I would really like to thank you a lot.

[@vizwiz]

That’s very kind Puneeth!! Thank you!

[@mohanr9522]

Hi Andy!! Your videos are great assets for my learning. I request one video on topic to create mobile layout from the default layout. I'm working on this but I'm facing a lot of issues. If you do a video, it'd help a lot. Thanks in Advance!!

[@vizwiz]

Do you mean without needing to adjust the mobile view at all?

[@mohanr9522]

@@vizwiz No Andy!! We can adjust because I know that we can't create without adjusting the mobile view. But I don't know how to use containers and how to adjust the text size to mobile view etc. In my exercise, I created default dashboard and I adjusted the same dashboard to the mobile view. But when I make the change in mobile view, the same has affected in default view. Especially in crosstab report, I adjusted columns in mobile view and the same affected in default even I set it as "Fit Width". Apologize for the long writing and thanks for your response!!

[@vizwiz]

That's correct. Making changes to the worksheet itself in the mobile view will impact the original view. You would need to create separate sheets and float them off to the side of the original view so that they are then available to use in the mobile view.

[@mohanr9522]

​@@vizwiz Yes Andy! I tried the same as you above said. But what I have faced an issue is that I used same filters and parameters for both default and mobile view (as I created mobile view by duplicates original sheets and I just reduced size). But the format of filters and parameters are getting affected in mobile view. And I couldn't able to correct the format in mobile view as there isn't any option available. So I thought you'd give some ideas on this!!

[@pratikmargi9964]

Excellent

[@ajitsathe3764]

Great to see👍

[@Myhands14]

How much would a person be paid to make something like this?

[@vizwiz]

It all depends on the complexity of the project and the time required.

[@timmytesla9655]

Thank you for this.

[@mahmoudnaser2521]

Thank you for this. 😀

[@kfurdell]

Really helpful, thank you.

[@vizwiz]

Glad it was helpful!

[@ragragrec1]

vertical container = add blanks!!

[@majdsabbagh5088]

Great!

[@fdtank81]

Thanks mate

[@elfridhasman4181]

Thank you very much 😍

[@vizwiz]

You're welcome 😊

[@danoreilly7155]

👍