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Tableau Next
Using the Visualization Widget Context Menu

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Using the Visualization Widget Context Menu

In Tableau Next, use a dashboard visualization’s context menu to continue analyzing, capture the current view or its data, or share the visualization with others.

Required Editions

View supported editions.

This table describes the visualization widget’s context menu options and what you can do with each.

Context menu of a visualization wdget in Tableau Next dashboard
Menu Item Description
Copy Image Copy an image of the visualization to the clipboard.
Download Image Download an image of the visualization.
Download Data Download the data displayed in the visualization as a CSV file.
Explore Review the visualization with its applied dashboard filters and parameters, then continue analyzing it.
Share Share the visualization with others.

Explore a Tableau Next Visualization from a Dashboard

Examine a dashboard visualization in its current context to understand the data it shows. Refine the original if your analysis warrants it, or continue your data exploration with a new visualization that starts with the current dashboard filters. For example, after filtering a sales dashboard to the West region, edit the source to add a target reference line for all regions.Or, clone the filtered visualization to analyze West sales by product category.

Required Editions

View supported editions.
User Permissions Needed
To work with Tableau Next visualization widgets: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set
  1. In a dashboard, from the visualization widget’s context menu, click Explore.
    The Explore option in a Tableau Next visualization widget’s context menu
  2. To continue your analysis, choose one of these options:
    • Click Clone to open a copy of the visualization with the current dashboard filters as its starting point. The original visualization remains unchanged.
    • Click Edit Source to modify the original visualization without the applied dashboard filters and parameters.
 
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