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Shape Properties (Tips for creating custom shapes (Adding color encoding…
Shape Properties
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Editing shapes
By default, ten unique shapes are used to encode dimensions. If there are more than 10 members, the shapes repeat. In addition to the default palette, choose from a variety of shape palettes, including filled shapes, arrows, and even weather symbols.
- Click Shape on the Marks card, or select Edit Shape on the legend's card menu.
- In the Edit Shape dialog box, select a member on the left and then select the new shape in the palette on the right. Also click Assign Palette to quickly assign the shapes to the members of the field.
Select a different shape palette using the drop-down menu in the upper right.
Note: Shape encodings are shared across multiple worksheets that use the same data source. To set the default shape encodings for a field, right-click the field in the Data pane and select Default Properties > Shape.
Custom shapes
Add custom shapes to a workbook by copying shape image files to the Shapes folder in Tableau Repository, which is located in documents folder. When using custom shapes, they are saved with the workbook. That way the workbook can be shared with others.
- Create shape image files. Each shape should be saved as its own file and can be in any of several image formats including bitmap (.bmp), portable network graphic (.png), .jpg and graphics interchange format (.gif).
- Copy the shape files to a new folder in the My Tableau Repository/Shapes folder in Documents folder. The name of the folder will be used as the name of the palette in Tableau.
- In Tableau, click the drop-down arrow on the shape legend and select Edit Shape.
- Select the new custom palette in the drop-down list. If shapes are modified while Tableau was running, need to click on Reload Shapes.
- Either assign members shapes one at a time, or click Assign Palette to automatically assign the shapes to the members.
Note: You can return to the default palette by clicking the Reset button. If you open a workbook that uses custom shapes that you don’t have, the workbook will show the custom shapes because the shapes are saved as part of the workbook. However, you can click Reload Shapes in the Edit Shapes dialog box to use the ones in your repository instead.
- The Shape property allows to encode data by assigning different shapes to the marks in a data view.
- When placing a dimension on Shape on the Marks card, Tableau separates the mark according to the members in the dimension, and assigns a unique shape to each member. Tableau also displays a shape legend, which shows each member name and its associated shape. When placing a measure on the Shape on the Marks card, the measure is converted to a discrete measure.
- Shape-encoding data separates the marks in the same way as the Detail property does, and then provides additional information (a shape) for each mark. Shape is the default mark type when measures are the inner most fields for both the Rows shelf and the Columns shelf.