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Create Folders in Tableau

by suresh

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

Create Folders in Tableau 1

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

Create Folders in Tableau 2

Once you click OK button, you can see the newly created Folder with English Country Region Name member in Tableau.

Create Folders in Tableau 3

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

Create Folders in Tableau 4

Rename Folders in Tableau

To rename the folder, Right-click on the existing folder, and select the Rename.. option from the context menu.

Create Folders in Tableau 5

As you can see, we are renaming this folder as CountriesList

Create Folders in Tableau 6

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

Create Folders in Tableau 7

Remove Folders in Tableau

To remove a folder, Right-click on the existing folder, and select the Remove Folder option from the context menu.

Create Folders in Tableau 8

Now you can see there are no folder

Create Folders in Tableau 9

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

Create Folders in Tableau 10

From the below screenshot you can see, we created multiple folders

Create Folders in Tableau 11

Placed Under: Tableau

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  • Data Labels in Tableau Reports
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