Apply Conditional Formatting and Annotate a Saved Dashboard View


With conditional formatting, you can use rules to automatically highlight charts, tables, and number widgets in your dashboard. In this step, you save a view of your dashboard with conditional formatting applied. Then you annotate the saved view, and share your data insights with others in your org.

Use Color to Highlight Numbers

Highlight high and low values based on ranges and colors that you specify. You’re going to add a rule to the table widget that makes it easy to see numbers above and below a threshold.

  1. Click the Opportunity Name table widget to select it.
  2. In the Properties panel on the right, click Column.
    Note: If you don’t see the Column properties tab, click away, and then click the table again.
    The Properties panel displays conditional formatting.
  3. Click Conditional Formatting.
  4. Click Add Rule.
  5. In the < Specify range field, enter 5000000.
  6. Click the down arrow under Required, click the down arrow under Text Color, and then select the red square (left column, middle row). Then click the arrow next to Text Color again to close the palette.
  7. In the field, verify 5000000 was automatically entered, open its Text Color, and then select the green square (4th column, middle row).
  8. Click Apply.
  9. Click Save, and then click Save.
The dashboard view with specified ranges in the range field and amounts displayed in red and green.

Save a View of Your Dashboard

Now, set dashboard filters and save your view of the dashboard. Only you can see your views—other users still see the original dashboard. You can create multiple views and choose one as the default that shows when you open the dashboard. You can also share the URL to your saved view so that when users open the link, they see your view of the dashboard.

  1. Preview the dashboard by clicking Preview.
  2. From the Industry list widget, select Apparel, Biotechnology, and Education.
  3. Near the name of your dashboard, click Modified, and select Save ViewThe new dashboard view with Apparel, Biotechnology, and Education from the Industry list widget selected.
  4. For the View Name, enter My Amazing View, and then click Create.
  5. Click Save, and then click Save.

Give Users Access to Your App

Tableau CRM assets can be shared across users, groups, or roles. To enable others to see a lens, dashboard, or dataset, share the app it’s in. You can grant Viewer, Editor, or Manager access to apps that you manage. After you grant access to the project manager in your org (Laura Garza), she can see the amazing data you share with her.

  1. Click the Tableau CRM Analytics Studio tab, and if not already there, click All Items.
  2. Click Apps, and click My Amazing App.
  3. Click Share  to open the Share dialog.
  4. Click the Give Access tab.
  5. Under Invite others, verify that User is selected, and then enter Laura Garza.
  6. Click Viewer and select Editor, and then click AddTo invite other users, fill out the user’s name and role, and then click Add
  7. Click Save.
  8. Click X to close the Share dialog.

Annotate Your Dashboard

Post Chatter comments directly on the dashboard using the annotation feature. With annotations, you can hold conversations about your data and how it’s visualized, with the dashboard right there for reference.

  1. Click My Amazing Dashboard.
  2. Hover in the upper-right corner of your Stacked Bar chart, click the dropdown menu, and then select AnnotateThe stacked bar chart showing the dropdown menu with Annotate selected.
  3. In the New Annotation box, enter @Laura Garza, and then add a note for Laura. The New Annotation box is where you enter a note for Laura Garza.
  4. Click Attach current screenshot, and then click Share.

Congratulations! You now have first-hand experience creating data visualizations and building Tableau CRM dashboards and apps. You’re on your way to becoming a Tableau CRM expert!

 Before you click the green button, make sure that your Tableau CRM-enabled Developer Edition org shows next to the Launch button.

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