Having a conversation with data can help you gain insights and communicate your points more easily. When you’re talking or thinking about data, you often want to save a reference point of your analysis for reuse or to share with others.

With Tableau Server, you can easily interact with any visualization and save your own perspective of the data using the ‘remember my changes’ feature. This will save a custom view that includes all of the changes that you have made including: filters, parameters, selections, highlighting, groups, sorting, drill downs and selected tab.

With the release of Tableau Server 7.0.2, you can now save multiple customized views for each workbook. This is particularly useful when you want to save different versions of the same view – for example, one with two filters selected, and another with only one selected. Instead of making these changes every time you open the view, Tableau Server can remember your changes as one or more custom views. You can also share, or “advertise,” your customized views with other users. This functionality is now also available when you embed Tableau views in other applications.

We built this feature after talking with and understanding our customers usage when multiple people work from the same workbook, dashboard or view. This makes it easier to reuse your work and do more with your analysis.

Here’s a short video showing the new feature in action:

You’ll have access to this feature when you upgrade to 7.0.2. And if you don’t have Tableau Server yet, you can easily download and trial it from here.

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This is terrific. Clients ask for this all the time. You did not mention anything about credentials or permissions to see customized views. Safe to assume that only those with rights to view and interact with a view in a workbook will have acccess to it's advertised views?

Peace and All Good!
Michael W Cristiani

Thanks Michael. You can define permissions on the workbook to determine who's allowed to 'advertise' a view. And of course, all of the other permissions apply to the workbook just like before.

This is a great addition.
However most of our views are embedded via iframes. Is there an option to save customized views from embedded workbooks?

Hi Sergey - the customized views functionality is also available in embedded mode (this is new starting in 7.0.2).

Thank you, Francois.
Do you know if there is a URL parameter that enables it? By default when embedding using "?:embed=y" I don't see the functionality to save views.
I use Tableau Server Version 7.0.2 (Build 7000.12.0321.1407).

Hi Sergey - use the following parameter to enable it.

An of course, ?:embed=y&:customViews=n will turn it off.