How to Change Legend Shape in Tableau

Changing the shape of your Tableau legend gives your visualization a professional edge and makes it far more intuitive. It's a small detail that transforms a good dashboard into a great one by matching the legend directly to the marks used in your chart. This article will walk you through exactly how to change legend shapes, first using Tableau's built-in options and then with your own custom images.

Why Customize Your Tableau Legend Before Publishing?

The default legend in Tableau is functional, but customizing it offers three significant advantages that elevate your data storytelling.

1. Instant Clarity and Readability

When the shapes in your legend perfectly match the shapes in your chart (e.g., squares for 'Corporate' sales, stars for 'Consumer' sales), your audience can interpret the data instantly. They don't need to perform the mental gymnastics of associating an abstract symbol with a data category. This direct visual link reduces cognitive load, allowing users to focus on the insights in the data rather than on deciphering the chart itself.

2. A Professional, Polished Aesthetic

Thoughtful design choices signal a high-quality report. Default settings can make a dashboard feel generic, but custom legends demonstrate attention to detail. Whether you're aligning shapes with a corporate brand guide or simply choosing symbols that are thematically relevant to your data, this customization makes your work look more purposeful and trustworthy.

3. Stronger Data Storytelling

Your legend isn’t just a key, it's part of the narrative. Using relevant shapes makes your story more engaging and memorable. Imagine a chart showing shipping performance where 'On Time' deliveries are marked with a checkmark and 'Delayed' ones are marked with an exclamation point. These intuitive symbols communicate meaning far more effectively than a generic circle and square, reinforcing the story you're trying to tell.

How to Change Legend Shapes Using The Marks Card

The most straightforward method to change legend shapes is directly through the Marks Card. This approach is perfect for quickly swapping out Tableau's default circles for other built-in options like squares, triangles, or stars.

Let's use the Sample Superstore dataset included with Tableau for this example. Imagine we have a scatter plot showing Sales vs. Profit, and we want to see how different Ship Modes perform.

Step-by-Step Instructions

1. Create Your Basic Visualization:
2. Add the Dimension for Your Shapes:
3. Open the 'Edit Shape' Dialog Box:
4. Assign New Shapes:
5. Apply Your Changes:

How to Use Your Own Custom Shapes in a Tableau Legend

For fully branded reports or highly specific topics, you can go beyond Tableau’s built-in shapes by loading your own custom images. Using company logos to represent different business units or product icons to represent different product lines can make your dashboard exceptionally clear and professional.

Step 1: Prepare and Save Your Custom Image Files

First, you need to gather or create your image files. For the best results, follow these guidelines:

• File Format: PNG files with transparent backgrounds are ideal as they blend seamlessly into your dashboard. However, you can also use JPG, GIF, or BMP files.
• Image Resolution: Use images that are high enough in resolution to look sharp but not so large that they slow down your workbook's performance. Something around 100x100 pixels is usually a good starting point.
• One Shape Per File: Each custom shape must be saved as its own individual image file.

Step 2: Add Your Shapes to the Tableau Repository

Tableau can only access custom shapes that are saved in a specific location on your computer. You must place your image files in the My Tableau Repository.

1. Navigate to the My Tableau Repository folder on your computer. The default file path is typically: C:\Users\[Your Username]\Documents\My Tableau Repository\
2. Inside the repository, open the Shapes folder.
3. Create a new folder inside the Shapes directory for your custom palette. Give it a descriptive name, like 'My Custom Logos' or 'Project Icons'. This step is crucial, Tableau only recognizes images placed inside a sub-folder within the Shapes directory.
4. Copy your custom image files into this new folder.

Step 3: Load and Assign Your Custom Shapes in Tableau

Now that your files are in the right place, you can load them into your Tableau worksheet.

1. Go back to your Tableau workbook and open the 'Edit Shape' dialog box again (by clicking the Shape button on the Marks card).
2. Click the "Reload Shapes" button. This tells Tableau to scan the repository for any new folders or images you've added.
3. Now, open the "Select Shape Palette" dropdown menu. You should see the name of the folder you created in Step 2 ('My Custom Logos') appear as a new palette option.
4. Select your custom palette. Your images will now appear in the shape selection grid on the right.
5. Assign your custom shapes to each data item just as you did with the built-in shapes. Click "OK" when you're done.

Your chart and its legend will now display your custom icons, providing a fully tailored visual experience for your users.

Common Issues and Quick Fixes

Even a straightforward process can have a few bumps. Here are some common problems you might encounter and how to solve them.

"My newly added custom shapes are not appearing in the shape palette."

This is the most common issue. First, double-check that your images are in the correct directory: ...\Documents\My Tableau Repository\Shapes\[Your Custom Folder]. Second, ensure you have clicked the "Reload Shapes" button in the 'Edit Shape' dialog box after adding the new files.

"The shapes in my legend look blurry or pixelated."

This is an image resolution problem. Your source image file may be too small or low-quality. Try replacing the file with a higher-resolution version. PNG files typically scale better than JPEGs and maintain clarity when resized.

"Tableau assigned my custom shapes to the wrong items automatically."

When you select a new palette, Tableau does its best to map the available shapes to your data members, but it's often a guess. Don't rely on the automatic assignment. It's always best practice to manually click on each data item on the left and then click your desired shape on the right to ensure everything is mapped correctly.

Final Thoughts

Customizing your legend shapes in Tableau is a simple technique that yields significant returns in dashboard clarity, professionalism, and storytelling impact. By moving beyond the defaults and thoughtfully choosing shapes — whether built-in or custom — you create visualizations that are more intuitive and engaging for your audience.

While mastering these details in tools like Tableau is a valuable skill, this kind of manual setup is exactly what slows down marketing and sales teams from getting answers. At Graphed, we help you get insights from your data without ever having to worry about configuring a Marks Card. Simply describe the chart or dashboard you need in plain English — like "show me sessions from search vs. social last month" — and our AI data analyst builds it for you in seconds, connecting directly to your live data sources.