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Learning Tableau by Joshua N. Milligan

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How formatting works in Tableau

Tableau uses default formatting that includes default fonts, colors, shading, and alignment. Additionally, there are several levels of formatting you can customize:

  • Workbook level: The following type of formatting comes under this category:
    • Default field formatting: Using the drop-down menu on any field in the Data window, go to Default Properties | Date Format or Default Properties | Number Format. This sets the default format in Tableau's metadata and will be applied to any view where custom formatting has not been applied.
  • Story level: When viewing a story, go to Format | Story (or Story | Format) to edit formatting for story-specific elements.
  • Dashboard level: Dashboard-specific elements can be formatted. When viewing ...

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