Number and formatting options: New in 2021.4

0:00Hey, Tim here. In 21.4, Tableau have added

0:02the Salesforce color palette and they've

0:04improved

0:05formatting for parameters in WebEdit. Let

0:07me show you how that works. First, you can

0:10see here that

0:10I'm on this dashboard. I'm not in edit view

0:12, so what I need to do is jump up into the

0:14edit

0:15capability so that I can edit this and

0:16actually show you the features. So let's go

0:18ahead and do

0:19that. Let's hit edit. Let's open this up

0:21and you can see that it goes straight into

0:23WebEdit.

0:24WebEdit is getting really, really good. I

0:26think it's getting very comparable to

0:28desktop and

0:28especially with the formatting, it's

0:30catching up really quickly. Now what I want

0:33to do is I want to

0:33start by adding a parameter. So what I'm

0:35going to do, I'm just going to click any of

0:36these charts.

0:37The parameter doesn't really sort of matter

0:39in this particular case which one I add

0:40because I

0:41just want to show a feature in the

0:42parameter. I don't really need to change it

0:44much and I'll move

0:45my face here to the left hand side so you

0:46can see it. So the parameter that I've

0:48brought in is now

0:49over here on the right hand side. What I'm

0:51going to do is I'm going to click on it and

0:53then I'm

0:53going to go to the drop down and I'm going

0:56to select the formatting capabilities which

0:58I have

0:59escaped me. Actually they're not called

1:00formatting, it's the editing capabilities

1:02and inside of the

1:03editing capabilities we have the formatting

1:06. So I sort of lost my trail of thought

1:08there but

1:09nonetheless formatting capabilities here

1:11for Tableau Server and Tableau Online is

1:12great

1:13because now you can customize these formats

1:15to whatever format you want especially when

1:17you look

1:17at numbers here. You've got all the

1:19different sort of formatting functions you

1:21've had. One thing I

1:22actually like about this is the standard

1:24currency here has a whole list of different

1:26formatting

1:27countries and currencies already

1:29implemented in here so you can just pick

1:31based on the country

1:32you're in and you're pretty much good to go

1:34or if you want to you can customize this

1:36completely and

1:36you're pretty much solid. So the formatting

1:39capabilities for parameters here are

1:40catching up.

1:41This is a really nice quality of life

1:43improvement. The next thing I'm going to

1:45show you is the Salesforce

1:46Color Palace. Now this isn't really a big

1:48deal unless you use Salesforce but the idea

1:50here is

1:51you might want some of the color palettes

1:53you use in Tableau to be in line with what

1:54sits inside of

1:55Salesforce. So let me move my face back to

1:57the right hand side here and for this one I

1:59'm actually

1:59going to go to shipping. I want to see if

2:02the shipping categories here actually lend

2:04itself

2:04nicely to the particular categories you

2:07want to do. Yeah it does. So what you can

2:09see here is that

2:10we have a categorical coloring system here.

2:12By categorical I simply mean one color

2:14relates to

2:15one particular value in a dimension. So you

2:18can see that blue relates to shipped early,

2:21this light

2:21brown to shipped on time and this sort of

2:23darker brown to shipped late. If I had more

2:25of a continuous

2:26coloring scheme like we just had here over

2:28on the product scheme where you have the

2:30profit ratio

2:31which has a diverging color range this

2:33doesn't really apply because the Salesforce

2:35color palettes

2:36are more for those dimensions and you know

2:38distinct colors than they are diverging

2:40color

2:41ranges. So the way to think of this is that

2:43if you have a continuous item and therefore

2:45you have a

2:46range of values and you'd have a color

2:48scheme that has a range of values whereas

2:51if you don't have a

2:52range of values you just have distinct

2:54values and you just have distinct colors

2:56essentially.

2:56So nonetheless I want to change this here.

2:59Let's go into this particular sheet and

3:01what I'm going

3:01to do is hit the color tab over here on the

3:03left hand side, click on edit colors and

3:05you can see

3:06you get the standard color palette options

3:08that's absolutely normal but if I go to

3:10this drop down

3:11and I go all the way to the bottom you can

3:13see that we have these you know palettes

3:16called lightning

3:17and lightning is essentially a hint towards

3:19Salesforce. So lightning default, lightning

3:21color safe, lightning light, lightning dark

3:23, lightning blue grass, lightning sunrise,

3:26lightning

3:26water, lightning watermelon, whatever which

3:30one of these you want to apply go ahead and

3:32apply them

3:33and they should match the same colors that

3:35you see in Salesforce for those same

3:37references. So if I

3:38go ahead and close this go back to my

3:40shipping tab this should hopefully look a

3:42little bit more in

3:44place if I was to put it on Salesforce. I

3:46have to say all of the lightning color pl

3:48ats are pretty

3:48garish if Salesforce actually has colors

3:51like this used widely in the in the tool I

3:53don't know let me

3:54know in the comments then man these are

3:56really bright colors so that's pretty much

3:58it for 21.4

3:59for these two capabilities Salesforce color

4:01palette and the ability to format

4:03parameters

4:04in tabla server and tabla online. If you

4:06haven't checked out the other videos on 21.

4:084 please do

4:09check them out. WebEdit is getting much

4:11much better again I've covered many

4:13improvements

4:13to WebEdit over the last few releases so

4:15check those videos out as well I'll try and

4:17put a

4:17playlist together for the top right of the

4:20screen right now but nonetheless thanks for

4:22watching and

4:22I'll catch you in the next video.