Comment on Views

Learning Objectives

After completing this unit, you'll be able to:  

• Comment on a view and tag others.
• Delete a comment in the view.
• Include a snapshot of the view in the comment.

Comments can help people understand the data they’re looking at. Comments can provide context and also let you share a conversation about data discoveries with other Tableau Server or Tableau Cloud users. The ability to view, add, and delete comments is dependent on the permissions you have, which are usually set by the site administrator. If you have the appropriate permissions, the Comments button is available. 

Watch the video to learn how to collaborate with your coworkers on views by adding comments. The quiz at the end of this unit asks questions about the content of this video. Be sure to watch the video so you get the information you need to answer the questions. 

Note: Tableau Online is now known as Tableau Cloud.

Get to Know the Trailhead Simulator

Now that you know about adding comments to views in Tableau Cloud, it’s time to try it out using the Trailhead Simulator. Before you get started, familiarize yourself with the Trailhead Simulator for Tableau Cloud. (If you’ve completed other Tableau modules in Trailhead, there’s a good chance you’re already familiar with the Trailhead Simulator.) You use the simulator instead of a Trailhead Playground to follow along and try out the steps. 

For the best experience, view the Trailhead Simulator on a computer, not a mobile device. The Trailhead Simulator is different from a Trailhead Playground. The simulator doesn’t store your progress or the data you enter. If you close your browser, the simulation starts from the beginning each time you launch it. You can use the navigation controls at the bottom of the simulator to find where you left off. 

When you click in the wrong spot, highlighting shows you where to click.

Let’s get started.

Add Comments to a View

You’ve shared the Customer Analysis dashboard with your colleagues so they can see how their customers are performing and where they need to put more time and effort. You and your colleagues are now using the comments feature to ask questions and collaborate.

1. Launch Trailhead Simulator.
2. Click Add Comments to a View.
3. Click Begin.
4. For this exercise, you are logged in as Susan Nguyen. In the toolbar above a view, click .Notice the discussion on the view and how Juan has posted that he needs additional help with his customers. Julia has offered to help set up a meeting for him.
5. You want to add a comment congratulating the account manager for Tamara Chand who is a top customer. Under Add a comment, type Who is the account manager for Tamara Chand? Well done!and press enter (Windows) or return (Mac).
6. Click Post. Your comment now appears in the view.
7. You want to add another comment to mention the high profitability associated with the customer Tamara Chand, and also add a snapshot of the view. On the view, under Customer Ranking, select Tamara Chand.
8. Type the comment That’s a great profit ratio of 47%! and press enter (Windows) or return (Mac).
9. Click the Add a snapshot of your view to the comment button at the bottom of the comments pane and then click Post.
   
   
10. To see the data that the snapshot is displaying, click View on the snapshot. The snapshot shows the data filtered to Tamara Chand. 
11. You have successfully added comments to a view. Click Next Exercise to delete comments from a view.
    
    

Delete Comments in a View

Your view has a lot of comments from various regional leads. You want to go through the comments and remove unnecessary ones to keep the discussion focused on action items.

1. Ensure you’re in the Delete Comments in a View simulation. If you’re not there yet, launch the Trailhead Simulator and click Delete Comments in a View.
2. Click Begin.
3. There is a comment “What?” in the view from Fred that you want to delete. Click the remove icon  on the comment.
4. In the message that pops up, click Delete.

You’ve successfully added and deleted comments from a view.

In this module, you learned how to collaborate with others by sharing your views and using comments to ask questions and get additional insights from others. 

Your data rockstar journey with Tableau Cloud has just begun. There are a lot of resources on Tableau eLearning to help you learn more about the web authoring capabilities in Tableau Cloud for building and exploring interactive dashboards from anywhere.

Resources

• Tableau Help: Comments on Views
• Tableau Site: eLearning

Did You Watch the Video?

Remember, the quiz asks about the video in this unit. If you haven't watched it yet, go back and do that now. Then you'll be ready to take the quiz.