7 Replies Latest reply on Dec 3, 2018 4:45 AM by Katrin EFFER

Device designer for dashboard views on desktop, phone, tablet

Katrin EFFER Dec 3, 2018 3:02 AM

Dear all,

I am somewhat new to Tableau and have built a Dashboard on whether the world has become a freer place (file attached).

I would like my Dashboard to be displayed nicely on different types of devices, but I am confused as to how this is done.

Do I have to duplicate dashboards and create one for each type of device (desktop, phone, tablet)?

Or do I work from the same sheet and adjust it there?

Furthermore, there are several options for each type of device. In a perfect world, do I establish a Dashboard for each subversion?

I have watched the video, but this wasnt of much help either.

Thanks so much in advance!

Kind regards,

Katrin

Has the world become freer or not 6.twbx 744.0 KB

1. Re: Device designer for dashboard views on desktop, phone, tablet

Tobias Forsberg Dec 3, 2018 3:36 AM (in response to Katrin EFFER)

Hi,

As far as I know you have to either:

1. Duplicate the woorkbook but with different sizes for diffrent devices and save as "xxxxxxxx_iPad.twbx", "xxxxxxx_Pc.twbx"
2. Duplicate the dashboard in the workbook and name and size them accordingly to your demand.

Br / T
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2. Re: Device designer for dashboard views on desktop, phone, tablet

Sasha Hanna Dec 3, 2018 3:37 AM (in response to Katrin EFFER)
Hi Katrin,
You were on the right path! You do not have to create multiple dashboards but can adjust multiple presets using Device preview. Once you are happy with the setting and how it fits the appointed screen size, select "add layout" and that will create the different layouts which you can see underneath "Dashboard".

I've attached the three layouts which you can still adapt by selecting them one at a time. Let me know if you need further guidance or if it solves your issue.

Cheers,
Alexandra Hanna
Certified Tableau & Alteryx Trainer, The Information Lab

Has the world become freer or not 6.twbx 740.2 KB

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3. Re: Device designer for dashboard views on desktop, phone, tablet

Katrin EFFER Dec 3, 2018 4:06 AM (in response to Sasha Hanna)
Hello Sasha,

thanks a lot for your quick reply and the adjustments!

So do I understand correctly that I keep on working on the Dashboard that I had named "Dashboard Desktop"?

And the adjustments are made on this very sheet when switching between the devices types on top of the canvas (well, you have already done adjustments, thanks )?

So it seems that for the desktop version I still have lots of space that I am currently not using and shall use, right?

Thanks again and kind regards,

Katrin

Has the world become freer or not 7.twbx 745.3 KB
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4. Re: Device designer for dashboard views on desktop, phone, tablet

Sasha Hanna Dec 3, 2018 4:13 AM (in response to Katrin EFFER)

Hi Katrin,
Indeed just work of a single dashboard and make the layout adjustments (like moving the logos into the right position, etc) by selecting the different presents.
Cheers,
Sasha
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5. Re: Device designer for dashboard views on desktop, phone, tablet

Tobias Forsberg Dec 3, 2018 4:21 AM (in response to Katrin EFFER)

But...

Your orginal question was if you had to have different dashboards for different devices (sizes) and I think my respond still stands - yes you do. If a user opens a dashboard of yours in a smartphone and you have sized it for a destop there´s a problem. At least from what I know a user can not select when they open which size they prefer.

Am I wrong Sasha?

/ T
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6. Re: Device designer for dashboard views on desktop, phone, tablet

Sasha Hanna Dec 3, 2018 4:26 AM (in response to Tobias Forsberg)

Hi Tobias,
I think the idea here is to leverage the functionality where Tableau automatically recognises the device in which the dashboard is being displayed, and designing the layout for these effectively. Tableau will not return a mobile preset when displaying it on a desktop so no that will not be a problem. Hope this clarifies any doubts.
Cheers,
Sasha
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7. Re: Device designer for dashboard views on desktop, phone, tablet

Katrin EFFER Dec 3, 2018 4:45 AM (in response to Sasha Hanna)

Hello Sasha & Tobias,

thanks to both for your replies. It is like Sasha mentioned, I do want to make use of that Tableau function indeed on that it picks the right device view acc. to the device on which the Dashboard is viewed.

I noticed that sometimes I have to remove text fields and them add them again since only this allows me to play with the text size (this holds in particular for the phone view).

So I understand I can keep the naming of the Dashboard & workbook just like it is now…

Thanks again for your support,
Katrin
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