KNOWLEDGE BASE

Using a Dashboard as a Template


Published: 26 Jun 2014
Last Modified Date: 23 May 2016

Question

How to use the current layout of a dashboard as a template. 

Environment

Tableau Desktop

Answer

  1. In the workbook with the desired dashboard, connect to the new data source by navigating to Data > Connect to data.
  2. Replace the current data source with the newly connected data source.
  3. Replace all measures and dimensions in each of the worksheets used on the dashboard with measures and dimensions from the newly replaced data source. This process will also remove any of the old measures or dimensions highlighted in red because they do not exist in the new data source.
  4. Right-click on the name of the old data source in the Data pane and select Close.
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