Adding title and caption

Adding as much information as is possible to the title and caption that describe or summarize some of the important points of the visualization helps readers understand the visualization better. If you have applied filters, Tableau will automatically describe the filters in the caption area, but as a designer, you will have to describe any other important aspects of the visualization.

Getting ready

Let's use the sample file Sample – Coffee Chain (Access). Open a new worksheet and select Sample – Coffee Chain (Access) as the data source.

How to do it...

Once the data is loaded on the worksheet, perform the following steps to add a tittle and a caption:

  1. Drag-and-drop Sales from Measures into the Columns shelf.
  2. Drag-and-drop Product from Dimensions into the Rows shelf.
  3. From the main Menu toolbar, select Show Title, as shown in the following screenshot:
    How to do it...
  4. From the main menu toolbar, select Show Caption.
  5. Double-click anywhere in the area next to Title and in the Edit Title box enter Sales by Product, and hit OK.
  6. Double-click anywhere in the area next to Caption and in the Edit Caption box enter Our top selling product is the Columbian coffee which we sold more than five times the lowest performing product Regular Espresso, and hit OK.
  7. Move the Caption box below the Title box and the final visualization should look like the following screenshot:
    How to do it...
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