Navigating within a Tableau Visualization

Below are several how-to tips for navigating within a Tableau visualization

Undo & Redo

Forward or backward action that  allows you to go back to earlier selections, undo your last action, or go forward to your most recent change.

Revert

Refreshes the entire page to let you start from last change.

Refresh

Refreshes the entire page to let you start from scratch.

View Original

Refreshes the entire page to the original starting point of the page; does not show any web view modifications made by the user (such as highlights, web author changes).

Alerts

Subscribe to a notification based on a specific value change.

Subscription

Registers a user to get a snapshot of the visualization from a list of selected schedules.

Share

Provides two options:

  1. Send a link: provides a link to our Tableau server that stores our visualizations.  For the Factbook, we recommend you copy the url from our page rather than using this technique to share the url
  2. Embed the workbook:  Javascript embed code (your website must have the capability to embed Javascript code for the Fact Book section to display).

Download

Offers two options:

  1. PDF: this option is perfect if you want to include it in a report or to print.  If you select PDF, please set it to landscape mode, unless the page is quite long, then use portrait.  You can download one sheet or all sheets in a page
  2. Image: this option is ideal if you are posting the information online or using this in another program other than Acrobat.  The image only downloads one sheet at a time, but crops the view so that no whitespace exists around the view.