In this post I’ll describe three documentation tips I wish I would have known earlier when using Tableau. They are;
- Leaving comments in calculated fields
- Leaving comments on dimensions or measures
- Adding a caption pane at the bottom of the page
During the Data School training we’ve built a massive number of dashboards, and these tips are useful for ;
- Smooth handover of work
- Understanding your methodology / documenting calculations
- To add context, or notes, to each sheet
- To make it easier to come back to a workbook and understand what’s going on
Without further ado, here are the tips;
1. Leaving comments in calculated fields
Use ” // ” in the calculated field to leave a comment
Note; this will only show up when you click edit calculation
2. Leaving comments on dimensions or measures
You are able to leave a comment on a dimension or header which would show up if you hover over it.
To do it you, left click on the Dimension or Measure and follow the path below;
Now enter the comment you’d like.
Now.. when you hover over the Dimension;
3. Adding a caption pane at the bottom of the page
To do this follow the steps below;
And now a caption appears at the bottom of the page;
Double click on it to edit;
..and the comment box will now appear at the bottom of the page;
Thanks for reading!