How to format in Tableau

Adding text

In your views, make sure you show titles, captions, and mark labels. You can edit titles and captions to provide more context and give details that help users understand each view.

When adding text to a dashboard:

• be precise and consistent when naming every object in the view
• provide text that explains the relationships between the components of a visualisation
• simplify text to remove redundancies
• rename measures and dimensions to ensure fields have meaningful names.

Updating colour palettes

Tableau has several built-in colour palettes. For dimensions, it’s worth considering using the Colour Blind palette to ensure visualisations are accessible. For measures, Tableau generally advises using either the Blue or Orange-Blue Diverging palette if accessibility is a concern. You can adjust the number of steps for these palettes.

To select a palette:

1. Click Colour in the marks card, and then click Edit Colours.
2. For Select Colour Palette, click the drop-down arrow and select the palette.
3. Click Assign Palette, and then click OK.