What the Best Understanding How Formatting Works In Tableau Pros Do (and You Should Too)
Tableau uses default formatting that includes default fonts, colors, shading, and alignment. Additionally, there are several levels of formatting you can customize, as shown in the following diagram:
Workbook level: The following type of formatting comes under this category:
Workbook defaults: From the menu bar, navigate to Format | Workbook. The ability to set certain formatting as default for the workbook is new to Tableau 10.
Default field formatting: Using the drop-down menu on a field in the data pane, navigate to Default Properties | Date Format or Default Properties | Number Format. This sets the default format in Tableau's metadata and will be applied to any view where custom formatting has not been applied.
Story level: Navigate to a story tab and navigate to Format|Story (or Story | Format) to edit formatting for story-specific elements. These include options for customizing shading, title, navigator, and description.
Dashboard level: Dashboard-specific elements can be formatted. When viewing a dashboard, navigate to Format|Dashboard (or Dashboard | Format) to specify formatting for dashboard titles, subtitles, shading, and text objects.
Worksheet level: We'll consider the various options in the following section. The following types of formatting are available for a worksheet:
Sheet formatting: This formatting includes font, alignment, shading, borders, and lines.
Field level formatting: This formatting includes fonts, alignment, shading, and number and date formats. This formatting is specific to how a field is displayed in the current view.
The options you set at a field level override defaults set at a worksheet level.
Number and date formats will also override the default field formatting.
Additional formatting can be applied to titles, captions, tooltips, labels, annotations, reference lines, field labels, and more visit https://onlineitguru.com/tableau-training.html
Rich text formatting: Titles, captions, annotations, labels, and tooltips all contain text which can be formatted with varying fonts, colors, and alignment.
This formatting is specific to the individual text element.