Folders in Tableau helps you to organize the Dimension fields and Measure Fields. In this article, we will show you how to Create Folders in Tableau reports with example?.
For this Create Folders demo, we are using the Data Source that we created in our previous article. Please visit Data Labels in Tableau Reports article to understand the Data Source.
Create Folders in Tableau
To create Folders in Tableau, Please select and Right Click on the Dimension name for which you want to create a Folder. Next, select the Folders option from the drop-down menu, and then select Create Folder… option
Once you selected the Create Folder… option, a new pop up window will be opened to name the Folder. For now, we are naming the folder as Countries as shown below
Once you click OK button, you can see the newly created Folder with English Country Region Name member in Tableau.
Add members to Folders in Tableau
To add new members to Tableau folder, Drag and drop the required dimension inside the Folder. In this example, we are adding state Province Name to the Countries folder
Rename Folders in Tableau
To rename the folder, Right-click on the existing folder, and select the Rename.. option from the context menu.
As you can see, we are renaming this folder as CountriesList
Remove Members from Folders in Tableau
To remove a member from Folder, Drag and drop the required dimension outside the Folder.
Or, first, select and right-click on the Dimension name. Next, select the Folders option from the drop-down menu, and then choose Remove From Folder option. In this example, we are removing City from CountriesList folder
Remove Folders in Tableau
To remove a folder, Right-click on the existing folder, and select the Remove Folder option from the context menu.
Now you can see there are no folder
If you have multiple folders in your Dimensions or measures Shelf. And if you are adding a new item to a Folder, then you have to pick the right folder
From the below screenshot you can see, we created multiple folders