How to use auto-generated phone layouts in Tableau Desktop 2019.1

0:00In Tableau 2019.1 Tableau have added the

0:05ability to automatically generate phone

0:07layouts on

0:08your dashboard.

0:10Now it's important to think about this

0:12feature in two ways.

0:14Firstly as an author and then secondly as

0:16an author who's publishing to Tableau

0:19server.

0:20Let's tackle the first one.

0:21So you can see in this dashboard here that

0:23I actually already have a phone layout.

0:25If I just click on the phone layout you'll

0:27see that this this looks like a very

0:29purposefully

0:29designed layout.

0:31If I use the automatic layout this is

0:34actually what Tableau will do.

0:36And I have to be honest this feature doesn

0:38't quite hit the mark for me because I

0:39actually

0:40think the correct sort of design choice was

0:43actually this dashboard here which decides

0:47to take some of the less personal

0:48information away and only leaves the

0:50functionality you'd

0:51actually want to use on your phone.

0:54If I go over to the customers dashboard

0:56this sort of this this point is more

0:58pronounced.

0:59So let's go over to the tablet view where

1:01you can see that the table has been removed

1:03to again make it easy for the user to use

1:06this dashboard on the go.

1:08Now I don't have a phone layout here so

1:09what I have to do is I have to go into the

1:11device

1:12preview to bring out this tab at the top.

1:15Now if I hit the tablet menu here and I hit

1:18phone you'll see that I get this sort of

1:20border

1:21that shows me where the phone view would be

1:23.

1:23And I can untick this to simulate the space

1:26the Tableau mobile app interface takes.

1:29So this little gap here is essentially what

1:32the Tableau mobile app interface is going

1:34to take.

1:35Now when I hit add phone layout it

1:38automatically generates this layout.

1:41So I haven't done any work here it's

1:43automatically generated it for me.

1:45And if I then click edit layout myself then

1:47I can change this and make the sort of styl

1:50istic

1:50design choices that I want.

1:52Now a lot of authors publish their dash

1:55boards without ever going to the device

1:58preview pane.

1:59And if you're in the habit of doing this

2:01then this feature is going to sting you a

2:03little

2:03bit because if you don't untick this option

2:06at the top to auto generate layout then it

2:10's

2:10actually going to do this on all your

2:12layouts if someone happens to use their

2:14mobile device

2:15even if you haven't actually authored it or

2:17had a look at it.

2:18So I actually posted another video I'm

2:19going to put this in the links in the top

2:21right

2:22hand side showing you how to switch that

2:24feature off if you'd like to have full

2:26control of

2:27how your dashboard looks to your user.

2:29You might actually be happy for them to use

2:31the desktop version of your dashboard

2:33because

2:34even though it doesn't fit the user can

2:36sort of navigate or move around the

2:38dashboard themselves

2:39and it's a largely familiar sort of look

2:41even though it's maybe not the best sort of

2:44user

2:44experience.

2:46If you found this video useful hit

2:47subscribe if not drop a comment let me know

2:49the kind

2:50the content you'd like to see in the future

2:51.

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