Thursday, July 3, 2014

Need to define a default cover tab when publishing in Tableau

It's common that in one workbook we have multiple tabs. One of the tabs is supposed to be the cover tab or the default tab. We need a way to define or select one tab as the cover tab. Tableau always makes the one I am working on as the cover. That's not correct. I had to select the correct one and republish.

It's so often that I touch and update different tabs, and then publish. Most of time, I found that my working tab is published as the cover. That's bad for productivity.

I would suggest a solution as follows:

By default, make the leftmost tab as the primary view just like in Excel.

So, in this URL for views, it directs users to the primary view/tab.
http://server/views/workbookname

In this way we add a finer sense of hierarchy in the information path:
server>views>workbook>tab
instead of server>views>tab

If there is a need for setting up a different cover tab, this page could be used to let us assign a primary view/tab.
http://server/workbooks/workbookname

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