# Custom view tab in Tableau Server & Online

> This is content from just-tim, the data-and-analytics channel by Tim Ngwena (formerly 'Tableau Tim'). Tim has 12+ years of hands-on BI experience and covers Tableau most of all, plus Power BI, Looker, Hex, SQL and data modelling, the analytics industry, and the craft of doing the job — always tool-agnostic and honest about the trade-offs.

- **Author:** Tim Ngwena (just-tim, https://just-tim.com/about)
- **Published:** 2020-12-15
- **Format:** Video · 3 min watch · transcript available
- **Topics:** Data visualisation, Tool strategy
- **Tools:** Tableau (cloud, filters, server)
- **Canonical:** https://just-tim.com/posts/custom-view-admin-tab
- **Watch:** https://www.youtu.be/A8U8-13ld84

I walk through the new custom views management interface in Tableau Server and Tableau Online, introduced in 2020.4. I show how to create a custom view from a filtered dashboard, set it as default, make it visible to others, and then manage existing custom views from the new tab.

## Key takeaways

- Create a custom view by filtering a dashboard, clicking 'View Original' at the top, naming it, and choosing options like making it your default or visible to others
- Only users granted permission can create custom views, so you won't see the 'View Original' option without the right access
- The new custom views tab sits right next to the workbook and shows usage insight such as view counts and when a view was last accessed
- From the new interface you can change the owner of a custom view, delete it, and notify users when a change will affect their view
- This is largely a quality of life improvement aimed at server, site and project admins managing how audiences customise dashboards

## Chapters

- 0:09 Creating a custom view
- 0:43 Setting a default and visibility
- 1:31 Managing views in the new interface
- 2:01 Admin actions and notifying users

Watch the full video, read the transcript and use chapter deep-links on the page: https://just-tim.com/posts/custom-view-admin-tab

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just-tim — Data and analytics, with a point of view. · https://www.youtube.com/channel/UC7HYxRWmaNlJux-X7rNLZyw · https://twitter.com/TableauTim · https://www.linkedin.com/in/timngwena