Examining Custom Views
If you find yourself regularly navigating to the same workbook and applying the same filters over and over again, you can take advantage of a convenient feature in Tableau Server that allows you to create a custom view to suit your own needs or preferences. A Custom View is a saved version of a view that retains all the filters and selections you have chosen to apply. It does not affect the original view; however, changes that have been made to the original view can affect your custom view. For example, if the original view is republished with a change in the data, your custom view will be affected. Additionally, if the original view is deleted from your Tableau Server, your custom view will no longer appear.
In this section, we will examine how to create a custom view and how to manage existing custom views.
Creating a custom view
To create a custom view, follow these steps:
- Make any changes or selections within the view itself and then click...
