Now that Tableau Public 8.2 is here, we thought it would be a good idea to have some more information about the sizing on stories!
1. Stories are variable in size
Before creating a story, find out any width requirements on your CMS – you can then size the story accordingly. Setting the size of the story is very similar to sizing a dashboard as you can alter both the width and height of the story.
2. Adding a sheet to a story point
Sheets are a great option to add as a story point. In fact, you can size a sheet before bringing it onto the story! To do so, select the drop down menu at the top of the screen and choose either Fit Width, Fit Height, or Entire View. Depending on the sheet, one of these three options will make the most sense. For example, if you have a bar chart, fitting the width will likely be the best option to maximize the space on the story point.
If your sheet has a quick filter or a legend, Tableau will automatically place these quick filters/legends tiled next to the sheet on the story point. If you'd like to float the quick filters/legends, you must first create a dashboard and then bring the dashboard onto a story point - see below for sizing tips on dashboards.
3. Bringing a dashboard to a story point
First create your story with the appropriate size for your CMS. Then if you'd like to add a dashboard as a story point, there will be a size option for the dashboard to "Fit to Story". Choosing this option will take the dashboard and accommodate for the size of the story at that particular time. However, if you change the size of the story, you will need to go back and set the dashboard to "Fit to Story" as the number of available pixels will have changed. If the font size of the title is increased or if the text title wraps to multiple lines, you may have to re-select "Fit to Story" for sizing. That is, the sizing of the dashboard is not dynamic.
Be sure to size your dashboard accordingly to AVOID THE SCROLL BARS.
4. Writing captions
Since the captions cannot be formatted and the navigator boxes are not editable, we recommend keeping the captions short and sweet! If the captions are too long, scroll bars will appear. A good workaround is to first keep the captions short and sweet, and if more information is necessary than can fit in the caption, a description is a great way to add more context.
We love to see any vizzes you create - especially using story points - so feel free to send them our way at firstname.lastname@example.org or start a discussion on our Tableau Public Group on LinkedIn!