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Updating Titles Dynamically in Worksheets and Dashboards


Product(s): Tableau Desktop
Version(s): All
Last Modified Date: 16 Aug 2016

This article explains how to dynamically update titles in worksheets and dashboards using the example of today's date. The process is different for worksheets and dashboards.

Worksheets

Step 1 

Go to the worksheet you want to modify, or create a new worksheet, and select Analysis > Create Calculated Field.

Step 2 

Name the calculated field Today. In the formula area, type TODAY() and then click OK.

Step 3 

Drag Today onto Detail, then right-click (Control-click on a Mac) YEAR(Today) and select More > Custom > Detail

Step 4 

In the Custom dialog box, choose Month /Day /Year.

Step 5 

From the Worksheet menu, choose Show Title.

Step 6 

Right-click the title and choose Edit Title.

Step 7 

In the Edit Title dialog box, select the current or placeholder text, click Insert and choose MDY(Today) from the drop-down list.

The title now shows the current month, day, and year.

Dashboards

Creating dynamic titles in a dashboard is a little trickier because there is no way to reference the Today field. The solution is to use a worksheet to display the title instead of the dashboard's title object.

Step 1 

Create a new worksheet and follow steps 1 - 6 in the Worksheets section.

Name the worksheet Title.

Step 2 

Go to your dashboard or create a new dashboard.

Step 3 

Remove the dashboard's Title object if there is one, and then drag the Title worksheet to the top of the dashboard.

Step 4 

Right-click the Title view and choose Fit > Fit Width. Then drag up the bottom edge of the view so that only the title shows.

 

Alternate Search Terms:How To Dates and Times Formatting
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