--- schema_version: "1" id: b5fece1322b4cdaa88bd237b8d8b34718c10d74942183eee4e9bc7ea1393e2e7 title: Create Effective Dashboards with Tableau Next collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_create_dashboard.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4539d0b42ecc93380efe585e18e4491e0ff4fa153c2d345ecb99c9fe66fdb5f8 description: The Tableau Next dashboard is designed to streamline your workflow by providing a clear, intuitive overview of all the critical information you need. Whether you’re tracking performance metrics, managing tasks, or monitoring key data, dashboards bring everything together in one place. products: - Tableau Next release: "264" --- # Create Effective Dashboards with Tableau Next The Tableau Next dashboard is designed to streamline your workflow by providing a clear, intuitive overview of all the critical information you need. Whether you’re tracking performance metrics, managing tasks, or monitoring key data, dashboards bring everything together in one place. ### Required Editions
View supported editions.
- **[Analyze Critical Data with Dashboards](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_add.htm&release=264.0.0&type=5)** Tableau Next dashboards help you view and act on your data to make smart decisions. Whether you're monitoring or analyzing business data, Tableau Next custom and templated dashboards help you organize and understand the information that matters most to you. - **[Add and Configure a Visualization Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_viz.htm&release=264.0.0&type=5)** Add visualizations to Tableau Next dashboards to enhance communication and collaboration by presenting data in a clear and intuitive way. Use visualizations to help you effectively act on key issues, such as drivers for sales growth. - **[Add and Configure a Metric Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_metric.htm&release=264.0.0&type=5)** Integrate real-time metrics into your Tableau Next dashboard for enhanced, data-backed decision making. Displaying KPIs visually enables users to quickly assess trends and track progress. - **[Consolidate Multi-Metric Overviews on Tableau Next Dashboards](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_summary.htm&release=264.0.0&type=5)** The Summary widget enables you to merge Tableau Next metrics into a cohesive narrative on your dashboard. Instead of scanning individual metrics, the summary widget helps you pinpoint essential performance drivers quickly. - **[Refine Results with the Filter Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_filter_widget.htm&release=264.0.0&type=5)** Create interactive dashboards by using versatile filter to help you explore data. You can use the properties panel to select how widgets appear, such as a list or toggle. - **[Simplify Cross-Functional Analysis by Using Multi-Model Filtering](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_sdm_filter.htm&release=264.0.0&type=5)** Filter fields across separate objects and visualizations that have disparate semantic data models with a single dashboard interaction. - **[Create Interactive Dashboards with Parameters](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_parameter.htm&release=264.0.0&type=5)** Create interactive Tableau Next dashboards by using versatile parameter widget to help you model your data. Build more interactive dashboards that help you explore data and model different scenarios. - **[Interact with Dashboard Filters](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_filters.htm&release=264.0.0&type=5)** In Tableau Next, dimensions are categorical or qualitative fields, such as names, dates, or geographical data. When you have a dashboard made of metrics and visualizations (vizzes), you can select one or more marks to filter the dashboard to show only the selected data. And when you select marks to filter data on the dasfhboard, the metrics and vizzes update to reflect the filtered data. For example, if your dashboard has multiple vizzes that show sales by category and region, you can click region to filter the dashboard to show data for only that region. Or you can select multiple categories and a region to filter the dashboard by using different dimensions at the same time. - **[Personalize Dashboard Visuals with the Image Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_image.htm&release=264.0.0&type=5)** Upgrade the visual impact of your Tableau Next dashboards by adding custom graphics, such as logos and icons, to your workspace. You can upload image files directly from your local drive or select assets from your existing library to foster brand recognition. - **[Set Initial Values for Your Dashboard](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_initial_values.htm&release=264.0.0&type=5)** Select values to filter as your dashboard loads, ensuring that users see the most relevant information right away. For example, you can set your dashboard to automatically display sales by quarter in EMEA. - **[Create and Share Custom Dashboard Views](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_views.htm&release=264.0.0&type=5)** Share precise dashboard information with users by creating custom views. These saved views allow quick access to specific data configurations without needing to reset filters and settings repeatedly. - **[Control Update Behavior for Tableau Next Dashboard Widgets](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_filter_selections.htm&release=264.0.0&type=5)** Configure Tableau Next dashboard widgets to automatically receive or ignore specific filter or parameter selections. - **[Add Descriptive Text Using the Text Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_text.htm&release=264.0.0&type=5)** Use text widgets to provide explanations and information to improve user understanding and engagement. - **[Apply Conditional Formatting to Visualize Dashboard Data Performance](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_conditional_format.htm&release=264.0.0&type=5)** Improve your data visualization by adding conditional formatting to Tableau Next dashboards. Create custom rules to automatically highlight important data, making it easier to analyze and interpret key performance metrics. By applying custom text formatting, you can quickly identify areas of success or those needing attention, which helps you make more informed decisions. - **[Add Single-Click Actions to Your Data](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_add_action.htm&release=264.0.0&type=5)** Create a data journey for your users by turning your static Tableau Next dashboard into an interactive experience with single-click actions that lead to detailed pages or initiate Salesforce Flows. For example, use actions to add dynamic navigation to guide sales managers from a summary dashboard to pipeline details, progressively revealing more detailed information. - **[Add Efficiency to Your Dashboard with the Container Widget](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_container.htm&release=264.0.0&type=5)** Make widget tasks easier by adding them to a container widget. You can also configure containers with single-click actions to add interactivity to your dashboard. - **[Reuse Widgets Across Dashboards and Workspaces](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_reuse.htm&release=264.0.0&type=5)** Maintain design consistency and speed up your workflow by copying widgets across pages and workspaces in Tableau Next. Use standard keyboard shortcuts to duplicate components while preserving all custom formatting, colors, and styles. - **[Organize Content with Dashboard Pages](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_add_page.htm&release=264.0.0&type=5)** Make the information on a Tableau Next dashboard easier to digest by chunking the content into multiple pages. And, with fewer queries per page, you can expect an increase in dashboard performance. - **[Build Automated Navigation for Multi-Page Tableau Next Dashboards](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_navigation.htm&release=264.0.0&type=5)** Use the Navigation widget to transform dashboard pages into a horizontal navigation bar. The Navigation widget automatically scales with new dashboard pages. You can also hide or rearrange pages as you want them to appear in the bar. - **[Adjust Dashboard and Widget Formatting](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_format.htm&release=264.0.0&type=5)** Format the dashboard and its widgets to create a consistent user experience. - **[Restructure and Format Tableau Next Dashboard Layouts with Multi-Widget Selection](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_multi_widget.htm&release=264.0.0&type=5)** Drag a selection box around multiple dashboard widgets to format, move, duplicate, or delete them simultaneously. This multi-select capability eliminates the need to modify elements individually, accelerating layout adjustments across your dashboard. - **[Format Multiple Dashboard Widgets at Once](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_bulk_styling.htm&release=264.0.0&type=5)** Apply the same formatting to several dashboard widgets in one action. Select widgets together and edit their shared styles, or copy formatting from one widget and paste it onto others. - **[Integrate Workspace Asset into Tableau Next Dashboards](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_workspace.htm&release=264.0.0&type=5)** Access metrics and visualizations directly through a convenient authoring panel to speed up your dashboard creation. The integrated search bar helps you locate specific workspace assets, enabling you to add high-value data into your dashboard layout. - **[Remove Dashboard Widgets](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_remove_widget.htm&release=264.0.0&type=5)** Remove widgets when you need to declutter your dashboard and remove outdated elements. - **[Preview and Save Dashboards](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_preview.htm&release=264.0.0&type=5)** Previewing your dashboard is a critical step in the design and development process. It allows you to thoroughly check the dashboard for data accuracy, visual clarity, and performance. - **[Optimize Dashboard Loading with Query Cache](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_data_mode.htm&release=264.0.0&type=5)** Accelerate page load times for Tableau Next dashboards by switching your system interactions to cached query results. Storing and reusing data for up to thirty minutes eliminates system overhead from expensive live queries during frequent visits. - **[Simplify Dashboard Management](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_manage.htm&release=264.0.0&type=5)** Duplicate a dashboard for testing purposes, remove an outdated version, or download a copy. - **[Optimize Dashboard Visibility for Mobile Devices](https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_lwc_mobile.htm&release=264.0.0&type=5)** Show embedded Tableau Next dashboards directly within your mobile Lightning pages. Widgets automatically adjust to compact screen sizes to deliver optimal readability and layouts on phones and tablets. This bridges the gap for mobile users, ensuring consistent data access and informed decision-making anywhere.