TUTORIAL - Customizing a template

Discover how you can customize our dashboard templates to fit your specific needs.

  • Add new levels of detail to your dashboard
  • Rename or define template KPIs
  • Add new KPIs

 

Let’s imagine that you opt for a template dashboard, but the exact definitions of the KPIs are not suitable for you.
You can go back  and customize it in Tableau, or you can effortlessly do it directly on LinPack, by simply customizing your chosen template.

 

Step 1 - Create a dashboard from a template 

 

First,select the template that you need ans map your attributes on the attributes of the template (→ more info on how to create a Tableau dashboard from a template)

Then, click on ‘Customize dashboard’.

 

Step 2 - Add new levels of detail / Change default filters

 

On this screen, you can add additional levels of detail to your dashboard, or change the default filters.

Then, Click ‘Next’ to review the template’s KPIs

 

Step 3 - Adapt the templates KPIs to your own needs / Add new KPIs to the template

 

Here you can see all the KPIs which are defined in the template.
Feel free to rename a KPI, change its definition, or add your own KPIs to the template (→ more info on Creating a custom dashboard, step 3)

 

Step 4 - Download your Tableau workbook file

 

Finally, click ‘Confirm & Download’ to get your dashboard, ready to be used, or customized.


 


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