How to use Dashboard Zones in Tableau Desktop 2019.1 and newer
Renaming dashboard zones in Tableau 2019.1 turns that never-ending tree of mystery containers into something you can actually make sense of.
- Zones are the layout containers on a Tableau dashboard, visible as the blue border around selected sheets
- The item hierarchy on the layout tab shows the nested tiled containers that make up a dashboard
- Tableau 2019.1 lets you rename zones so containers like 'charts' or 'whole dashboard' are self-explanatory
- Naming zones makes it much easier to navigate and make sense of complex dashboards built by others
Tableau 2019.1 lets you rename the layout containers (zones) on a dashboard, turning an unreadable tree of nested containers into something you can actually navigate and understand.
Dashboards are built from tiled layout containers, visible as the item hierarchy on the layout tab. On complex dashboards, especially ones built by someone else, this hierarchy can become a confusing, never-ending tree of unnamed containers.
- Understand what a zone is 0:00
A zone is a layout container on your dashboard. Selecting a sheet shows a blue border around it and any container it sits inside, which is the visual cue for a zone.
- Find the item hierarchy 0:22
On the layout tab, the item hierarchy at the bottom shows the nested tiled containers that structure your dashboard. Clicking through entries in this list highlights the corresponding zone on the canvas, which helps you see how the layout is actually built.
- Rename zones to describe their contents 0:42
You can now give each container a meaningful name instead of a generic label. For example, rename a horizontal container holding your visualisations to something like 'charts' so the hierarchy reads sensibly.
- Name the top-level container too 1:23
You can rename the outermost container as well, for instance to 'whole dashboard', giving you a clear anchor point at the top of the hierarchy.
- Use naming to tame complex dashboards 1:42
On dashboards with many sections, the container tree can sprawl into an unreadable mess. Naming at least the top-level areas makes it far easier to stay oriented and make sense of the structure, particularly when opening a dashboard someone else built.
- This relies on whoever built the dashboard actually taking the time to name zones sensibly aure only helps if people use it.
Reach for this whenever you're inheriting or revisiting a dashboard with a deep or messy container hierarchy and need to quickly understand how it's laid out.
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