{"id":109,"date":"2023-09-30T07:52:18","date_gmt":"2023-09-30T14:52:18","guid":{"rendered":"https:\/\/sarahpallett.com\/?p=109"},"modified":"2023-10-03T06:58:06","modified_gmt":"2023-10-03T13:58:06","slug":"tableau-tip-documentation-using-show-caption","status":"publish","type":"post","link":"https:\/\/sarahpallett.com\/index.php\/2023\/09\/30\/tableau-tip-documentation-using-show-caption\/","title":{"rendered":"Tableau Tip: Documentation using &#8220;Show Caption&#8221;"},"content":{"rendered":"\n<p>I\u2019m a note-taker &#8212; it\u2019s my go-to method for learning and organizing my thoughts. I write to do lists too, but that\u2019s another post. : ) This skill has come in handy recently when I needed to reference a complex Tableau dashboard build from a few months ago. Relying on my memory is sketchy (age, related perhaps?)&nbsp; \u2013 but relying on my notetaking never fails me.&nbsp; So where does one put notes in a Tableau workbook, so as not to clutter the sheets or dashboards?<\/p>\n\n\n\n<p>If the notes are somewhat lengthy, I recommend utilizing the little-known feature \u201cShow Caption\u201d.&nbsp; By selecting this from the Worksheet drop-down menu, a box appears at the bottom of your sheet. Tableau automatically populates it with a description of the fields brought into the view.&nbsp; You can keep this description, or you can Edit the caption to modify it or add your own notes.&nbsp;<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>For the workbook I mentioned earlier, I wanted to document the steps I followed to build a drilldown using set actions, so I decided to edit the caption, clear the default description, and add my own. To edit, simply right-click (Control-click on a Mac) in the Caption area and select &#8220;Edit Caption&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"534\" height=\"239\" src=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-202820-1.png\" alt=\"\" class=\"wp-image-115\" srcset=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-202820-1.png 534w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-202820-1-300x134.png 300w\" sizes=\"auto, (max-width: 534px) 100vw, 534px\" \/><\/figure>\n\n\n\n<p>This opens an editor dialog box. In this space you can add\/remove text and set formatting.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"352\" src=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203009-1.png\" alt=\"\" class=\"wp-image-114\" srcset=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203009-1.png 687w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203009-1-300x154.png 300w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203009-1-600x307.png 600w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><\/figure>\n\n\n\n<p>Select Ok once you&#8217;ve completed your edits, and the revised caption will appear at the bottom of your sheet.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"933\" height=\"388\" src=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203827-2.png\" alt=\"\" class=\"wp-image-113\" srcset=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203827-2.png 933w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203827-2-300x125.png 300w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203827-2-768x319.png 768w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-203827-2-600x250.png 600w\" sizes=\"auto, (max-width: 933px) 100vw, 933px\" \/><\/figure>\n\n\n\n<p>Viola! Detailed notes at the bottom of your sheet for your future reference, or a delightful surprise when a colleague opens a workbook previously built by you.&nbsp;<\/p>\n\n\n\n<p>One final note &#8212; Captions do not appear by default when sheets are added to dashboards, making them a perfect &#8220;behind-the-scenes&#8221; spot for notes. Of course, if you wish to display them on a dashboard, it&#8217;s a simple as accessing the drop-down menu on the wireframe and checking &#8220;Show Caption&#8221;. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"824\" height=\"611\" src=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-204906-1.png\" alt=\"\" class=\"wp-image-111\" srcset=\"https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-204906-1.png 824w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-204906-1-300x222.png 300w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-204906-1-768x569.png 768w, https:\/\/sarahpallett.com\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-29-204906-1-600x445.png 600w\" sizes=\"auto, (max-width: 824px) 100vw, 824px\" \/><\/figure>\n\n\n\n<p>Happy note-taking! Your future self will thank you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I\u2019m a note-taker &#8212; it\u2019s my go-to method for learning and organizing my thoughts. I write to do lists too, but that\u2019s another post. : ) This skill has come in handy recently when I needed to reference a complex Tableau dashboard build from a few months ago. Relying on my memory is sketchy (age,&#8230; <a class=\"more-link\" href=\"https:\/\/sarahpallett.com\/index.php\/2023\/09\/30\/tableau-tip-documentation-using-show-caption\/#more-109\">Continue Reading &rarr;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[9],"tags":[4,3,16],"class_list":["post-109","post","type-post","status-publish","format-standard","hentry","category-data-viz-my-favourite-tips","tag-dataviz","tag-tableau","tag-tableautip","clear"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tableau Tip: Documentation using &quot;Show Caption&quot; - Sarah Pallett<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarahpallett.com\/index.php\/2023\/09\/30\/tableau-tip-documentation-using-show-caption\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tableau Tip: Documentation using &quot;Show Caption&quot; - Sarah Pallett\" \/>\n<meta property=\"og:description\" content=\"I\u2019m a note-taker &#8212; it\u2019s my go-to method for learning and organizing my thoughts. 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