Creating custom content

If you belong to the DIY Tableau group (and therefore have sufficient permissions), you can create custom reports and save them into a custom workbook. Perform the following procedure to create new custom content either at the View (report) level or the Workbook level.

Note: When you create custom content, you can only publish it to a workbook in a custom project and not the original workbook in the original project.

Creating content from template

  1. If you would like to create custom content from a template at the Workbook level, perform the following sub-steps:

    1. In Tableau, at the Site level, select the project containing the workbook you would like to use as a template.

    2. At the Project level, under Actions, click the ellipsis (  ) for the workbook you would like to use as a template, and then click Edit Workbook.

  2. If you would like to create custom content from a template at the View level, perform the following sub-steps:

    1. In Tableau, at the Site level, select the project and then drill down into the workbook containing the standard report you would like to use as a template.

    2. At the Workbook level, under Actions, click the ellipsis (  ) for the report you would like to use as a template, and then click Edit View.

    Note: Alternatively, you can launch the Tableau Web Editor to create a custom view from within the Tableau view you would like to use as a template. To do this, open the template report and click Edit at the top of the page.

  3. Use the Tableau Web Editor to customize content as desired.

  4. When you are ready to publish, click Publish As at the top right of the page.

  5. In the Publish Workbook window, enter a name for the custom workbook this content will belong to.

    Notes:

  6. Click Publish.

Creating a workbook from scratch

  1. Either at the Site or Project level of Tableau, click New near the top of the page and then click Workbook.

    The Connect to Data window appears.

  2. Depending on the data your reports are visualizing, select an appropriate data source to meet your workbook's needs, and then click Connect.

    The Tableau Web Editor appears with a blank workbook drawing on the data source you specified.

  3. Use the Tableau Web Editor to create your content as desired.

  4. When you are ready to publish, click Publish As at the top right of the page.

  5. In the Publish Workbook window, enter a name for the custom workbook this content will belong to.

    Notes:

  6. Click Publish.