Victoria's Notes

Setting Default Formatting on Measures in Tableau

Say you're in Tableau creating multiple worksheets that all use the same sales data. You find that every time you pull that data in, you're formatting it exactly the same way: Setting the number format to currency, removing the decimal places, setting the display units to thousands. You jump through the same hoops over and over again.

Turns out there's an easier way. You can change these settings once by making them default properties:

  1. In the "Data" pane, right-click the measure (for example, sales).
  2. Select Default Properties, and then Format Number.
  3. Change the settings as desired.

Now whenever you pull this measure into a new worksheet, those default settings will be in play every time.