Effective communication and quick dissemination of information are crucial in today’s business environment. Dashboards visually represent important metrics, trends, and insights, allowing decision-makers to make informed decisions quickly.
Exporting dashboards in PDF or image formats helps share insights with others without requiring specialized software.
In the following steps, we’ll provide a guide to streamline the process of exporting Tableau dashboards in PDF and PNG.
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→ In Tableau Desktop connect to Sample – Superstore data from Tableau.
→ Create a new sheet with Profit and Sales Trendline
→ Add Sales on Columns
→ Add Profit on Rows
→ Add Sum (Profit) on Color
→ Sort by Ascending
→ Right click, go to format Format and at Lines and select Grid Line – None
→ Right-click on Edit Axis and delete the title of the axis
→ Create a new Sheet named Profit
→ Add Profit on the Text Mark
→ Go to Marks on Text and select Tableau Medium with 15 font
→ Write Profit above the Profit KPI
→ Bring a Vertical
→ Bring a Horizontal in the vertical container
→ Bring a Horizontal and put a text object in this container
→ Bring the KPY Profit sheet
→ Bring two Blank objects
→ Right-click on the title and click hide the title
→ Bring a new horizontal container and put the Profit by Region on their sheet
→ Right-click on the title and click hide the title
→ Click on the bar chart and make it an Entire view
→ Bring a download object
→ Right-click on the download object, select Edit, and select to be Export to as PDF
→ Set the Background to None and the Font to Black
→ Bring a download object
→ Right-click on the download object, select Edit, and select to be Export to as Image
→ Set Background to None and Font to be Black
→ Export PDF (by pressing the ‘ALT’ key and click on the export button in the editing more, or simply click the download button in presentation mode or on Tableau Server)
→ Export Image (by pressing the ‘ALT’ key and click on the export button in the editing more, or simply click the download button in presentation mode or on Tableau Server)
Here is the dashboard in Tableau Public:
Watch the video tutorial here:
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Tableau Desktop, Tableau Public, Tableau Server, Tableau Prep, and Tableau Data Management.
With Tableau Software – the best data visualization platform – you can always understand your business or your job better. Using Tableau, you will make intelligent and strategic decisions and quickly understand the data flow, numbers, and the results it produces. See other #skillpill video tutorials here:
How to display multiple insights on a dashboard in #Tableau
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