Make a Custom View Available to Other Dashboard Users

If you create a custom view for a dashboard, you can make it available as an optional view to others who use that dashboard.

This procedure only applies if Tableau Server is set up to use Active Directory authentication. If Tableau Server is set up to use Local (Tableau) authentication, all custom views are available to, and can be edited or deleted by, anyone who accesses the dashboard.

To make a custom view available to other dashboard users, complete the following steps:

1. Click either Remember my changes or the name of the current view, whichever is displayed in the lower left corner of the dashboard.
2. Click Manage Custom Views.
3. Click next to the view.

   The icon changes to .

4. Click Done.
5. Click anywhere outside of the Custom Views dialog box to close it.