Copy and Paste: New Tableau 2021.4

0:00Hey it's Tim here in 21.4 you can now copy

0:02and paste. You can see that I'm on a

0:04dashboard and

0:05the thing I'm going to highlight here is

0:06that I'm on a floating dashboard here so I

0:08've deliberately

0:09set this up to sort of make this example

0:11easier. I've already got a text box and you

0:13can see here

0:14that if I click on this drop down option I

0:16now have the option to copy this dashboard

0:18item and

0:19if I go ahead and paste it if I don't

0:21select the canvas and I just leave

0:23everything as selected

0:24it pastes it two pixels from the left and

0:27the right of the previous item so you can

0:29see it

0:29kind of pastes this in this diagonal

0:31direction because it's essentially creating

0:33this sort of

0:34buffer all the way down. If I deselect the

0:36item and then I paste it will always

0:38default by pasting

0:39it to the top left and again if I carry on

0:41there it carries on so every time I des

0:44elect it keeps on

0:45doing that. Now one of the things you

0:47obviously might want to naturally do if you

0:49get a bit

0:49overzealous of this is sort of click and

0:51drag. You can't do that because there's

0:53never a click

0:54and drag sort of behavior in a dashboard

0:56item even if we are on floating this is not

0:59a canvas

0:59it's not a free-flowing canvas so what you

1:01can do is use the back button to undo any

1:03of those steps

1:04and you can kind of work your way back to

1:06an ideal solution. So this is a really

1:09really nice to use

1:09feature now what else can you copy and

1:12paste let me drag a vertical container onto

1:14the dashboard

1:15and one thing I'll do with this vertical

1:17container is I'll make the border bold and

1:19I'll make the

1:20background color like a nice sort of green

1:22color and what you can do here is you can

1:24just highlight

1:25the item and this time I'm going to do

1:27command c command v or control c control v

1:29on a windows

1:30and you can see the same thing works and I

1:32can keep copying these items and this is

1:33all great.

1:34Now you can understand why I think floating

1:36is going to be better in this context

1:37because of

1:38course you can kind of set these up to

1:40behave in a much much better way. We don't

1:42quite have the

1:43ability to sort of snap things to a grid

1:45that would make this a lot easier to use we

1:48do have

1:48a grid here you can show the grid and you

1:50can go to grid options but unfortunately

1:52there is no

1:53snapping capability here that would make a

1:55lot of sense I know it's in the product

1:57just just make it

1:58available already tableau please. So yes

2:00you know you're going to have to be really

2:03I guess

2:03thoughtful about this feature as you use it

2:05. So I've shown you text I've shown you

2:07containers now

2:08there is a few catches to this I'll come to

2:10those in a second I just want to show you a

2:12couple of

2:13other really cool things. Let's say that I

2:15copy this container let's copy that from

2:18this page

2:19I can actually go to another dashboard and

2:21this time around I'm going to go to this

2:22dashboard and

2:23I can actually make sure I click on this

2:25dashboard so tableau knows I'm in this

2:26version then I can

2:27just paste it and you see here it pastes it

2:29on the top left okay it kind of lets me

2:32copy it across

2:32dashboards so if you've got a logo if you

2:35've got some text if you've got some notes

2:37that you want

2:37to copy from one dashboard to another it's

2:39completely possible you just go ahead copy

2:42it

2:42go to the next dashboard and paste this is

2:44a really good workflow this also works from

2:47desktop to web

2:48edit let's go over here you can see that I

2:49have this dashboard here I'm in web edit I

2:51'm going to

2:52go in and hit edit and once I'm in the edit

2:54view here you can see everything is ready

2:56to go I can

2:57go ahead hit ctrl v and in this particular

2:59case it didn't quite like it let's just

3:01make this a

3:02little bit larger let's make sure we've

3:04clicked inside of the dashboard here and

3:06let everything

3:07sort of align itself I'm just going to

3:09double check one thing I'll open up a new

3:11dashboard and

3:12I'll hit ctrl v there and it does work

3:14there so it does actually copy the object

3:16over into web edit

3:18if I go back to my overview page which is

3:20where I was and then I just try that again

3:23you can see

3:24that it does finally work so there's a

3:25little bit of a bug there just just in

3:27terms of copying it

3:28across but it does work if you sort of go

3:30with intent and you know just persist with

3:32a feature

3:33it will work so this is really cool you can

3:35copy things from dashboards to dashboards

3:37you can copy

3:38things from dashboards to web edit and web

3:41edit back to the dashboard let's go ahead

3:43and do that

3:44let's select this container go to layout

3:46let's go make this red you can see we've

3:48changed the color

3:49now we're going to copy this item here and

3:51we're going to go back to our original

3:53dashboard

3:54click inside of this hit paste and you can

3:56see we've now got the red box now what is

3:58interesting

3:59is I did that you saw this box change sort

4:01of dimensions and that's sort of not

4:03reassuring in

4:04many ways because you know I gave it a

4:07dimension here it's 582 by 306 I go to my

4:10web edit here and

4:12I click on it and it's got a completely

4:13different sort of bunch of parameters that

4:15's exact same

4:16object but for some reason it has different

4:18parameters so for copy and paste it doesn't

4:21sort of do what you'd expect it to do out

4:23of the tin it's sort of not consistent

4:25there you'd expect

4:26these things to keep the same width and

4:27height I don't really know why that is it

4:29might just be

4:30sort of launch bugs but again something to

4:33sort of watch out for now the last thing I

4:36'm going to

4:36cover with this is that this feature I

4:39think is not intuitive I was actually

4:41really excited about

4:42this and I saw the euphoria on twitter and

4:44I thought you know what this is going to be

4:46great

4:46for Workplace but unlike normal copy and

4:48paste this this feature actually has a lot

4:51of things

4:51to watch out for a lot of quirks let me do

4:53this let me go ahead to a new sheet here

4:55let's just

4:56build a very very simple chart let's let's

4:59build a sales let's build a category here

5:02and let's

5:03actually put that out there and we'll put

5:05sales target let's just put there it's a

5:07very crap you

5:08know normal bar chart here we'll go back to

5:10my dashboard we'll go back to this layer

5:12and we'll

5:13put that sheet inside of my tiled container

5:15so we'll put it inside of this one you can

5:18see that

5:18it goes blue my circle is showing you where

5:20my mouse is if I drop it in there that's

5:22where the

5:23sheet is let's get this to fill the entire

5:25view and great so before I put something in

5:28this container

5:29you could copy and paste from it now if I

5:31double click select the container again you

5:33'll see the

5:34copy and paste options not there and that's

5:36because you can't yet copy containers that

5:39contain things and so it's kind of weird

5:41right why would you copy a container that

5:43only has text

5:45but nothing else I mean okay makes sense if

5:47you've got a sidebar menu but it's not

5:49really ideal

5:50and so what I've actually had to do for

5:52this feature is go and get the notes

5:53because essentially

5:54there's actually quite a few things you can

5:56't do so just to recap you can copy and

5:58paste objects

5:59within the current dashboard to other dash

6:01boards and so on and so forth okay that's

6:03sort of the you

6:04know the fun stuff now here's the things

6:06you can't do you can't copy sheets in a

6:08dashboard items that

6:09rely on a specific sheet such as filters

6:12parameters and legends can't be copied and

6:14pasted layout

6:15containers with something you can't copy

6:17inside of them like a sheet or a filter so

6:18if you put

6:19anything from the above into a container

6:21then it immediately makes that container un

6:23-copy pastable

6:24if that makes sense objects on a device

6:26layout can't be copy and pasted at all and

6:29dashboard

6:29titles can't be copied and pasted either

6:30but that's never really a problem that's

6:32actually

6:32quite a small thing and so where this issue

6:35really falls apart is that you see when you

6:37copy and paste

6:38in any other tool you don't have to think

6:40about it you can just go and do it and the

6:42thing here is

6:43that actually tablets sort of still leaving

6:45some boundaries here so you have to think

6:47about what

6:47you can and can't do so in essence you're

6:49going to keep this simple you're going to

6:51keep this to

6:51copying logos and text and notes

6:53essentially and images maybe on dashboards

6:55that will make it sort

6:56of nice and easy for your workflow but for

6:59everything else that's not going to quite

7:01work

7:01the other thing is it does sort of start to

7:04introduce this other language of user

7:06interface

7:07into the product copy and paste suggests

7:09that you can do this anywhere for example

7:11if i was to click

7:12on a dashboard hit ctrl z and then hit ctrl

7:14paste it doesn't quite work but if i do go

7:17to a dashboard

7:18right click and select duplicate it kind of

7:21does the same thing so i know those two

7:23aren't the same

7:23thing i was trying to copy and paste the

7:25dashboard it didn't quite work but here the

7:27problem is that

7:28i've actually now got two ways of creating

7:30duplicate items i've got the object version

7:33which is on a dashboard which only works in

7:34a specific context with a long list of

7:36things

7:36you can't do then over here i've got this

7:38other mechanism for right clicking creating

7:41duplicates

7:42for things like sheets and tabs in the view

7:44and so i think this is confusing but

7:45nonetheless copy

7:46and paste is here i think it's going to

7:48change people's workflow it will make it

7:50easier as long

7:51as you stay within the realms of the

7:52feature so check it out let me know what

7:54you think in this

7:55video and yeah i'll catch you in the next

7:58feature video for 21.4.