Many Tableau dashboards come with a company logo. To brand your Tableau dashboard is simple and useful. Branding is important and I strongly encourage Tableau developers to appropriately brand their dashboards. In addition to giving your Tableau development team / organisation an identity it serves a second purpose. It can also provide the user additional information about the dashboard.
If you add the brand as an image it’s simple to add a URL behind that image. A user could click on that image and go to your Sharepoint site for a user guide for example.
However this valuable screen real estate can provide another useful purpose. Use it to provide Tableau Dashboard Help.
Branding your dashboard using a worksheet rather than an image presents more possibilities.
- Using a URL action can still allow the user to navigate to another website
- A worksheet has a title. Add information to that space, such as last update date.
- A worksheet has a tooltip. If a user hovers over the brand logo the tooltip can pop up and give additional useful information about the dashboard.
Creating a branding worksheet
Begin by adding your brand logo as a custom shape. To do this find your “My Tableau Repository”. The Tableau menu will tell you where this is. Click Edit—Repository Locale. Often it’s in My Documents.
In the Shapes folder add a new folder for your brand logo and images. My folder is called TAR Solutions. Put your image(s) into that folder, then it will be usable as a Tableau shape.
Next add your logo to an empty worksheet. First create a calculated field. This field will some guidance for the user and also be used for the logo. The field should only return some text advising the user. In this example the text is “Hover for info:”.
Change the mark type to a Shape and put the new Logo calculated field on Rows. Click on the Shape box to change the shape to your logo.
Use the Size box to adjust the size of your logo.
To tidy this “Hide field label for Rows”, which will remove the word “Logo”. Alter sizing and borders as you see fit.
With a worksheet it’s possible to squeeze in a lot of information. Add tooltip text to help the users. In addition the title also comes in very useful. When Tableau Data Extract I use the title to show the time the data was last updated.
For anyone who wants to see how this all fits together, including the tooltip, header and URL action it’s available in Tableau Public.
The dashboard is also below, however Tableau sometimes tweak their Tableau Public URL structure, which could cause this to break.