We discuss the pros, cons and requirements for each option so you can make the best decision for your organization. In this blog, we look at six options for publishing and sharing Tableau workbooks and dashboards. All of these options have different capabilities, security models and requirements. Tableau content can be published to Tableau Server, distributed via Tableau Mobile, Tableau Reader, Tableau Desktop or sent as static images. What‘s the best way to do so? If you are new to Tableau, figuring out the best way to publish and share your Tableau workbooks, dashboards and worksheets can be confusing as there are many options. You created your first Tableau dashboard and now you want to share it. Get unbiased perspectives based on real-world, hands-on experience. Taught by real-world subject matter experts. Practical instruction for real-world application. Tools to save time, save money, and speed the pace and accuracy of analytics. Data integration, transformation & modeling. Dashboards, Reports & Visualizations Toggle MenuĪcross the BI stack, we make the industry’s best-in-breed technologies work seamlessly together.Enterprise security implementation in Power BI.Data Governance, Security & Administration Toggle Menu.Cognos to Power BI migration assessment.BI platform assessments & health checks.Data Preparation & Modeling Toggle Menu.To get a link to share on social media or code to embed in a web page, display a view, and then click Share at the bottom of the view. (You can get links and embed code for other Tableau Public users’ views this way, too.A full spectrum of services for accelerated and accessible business intelligence. There you can select Edit Details to customize metadata such as workbook name and description, add a, and change other settings. Hover the pointer over a viz and then select View to open the viz’s home page. Hover the pointer over a viz to get access to actions such as selecting it as your featured viz, or hiding, downloading, or deleting it. On your profile page on Tableau Public, do any of the following to customize your profile: Use a unique title that will help others find it when they search. (The title shown in the image is a good example of how not to name your workbook.)Īfter the workbook is published, you are redirected to your account on the Tableau Public website (Link opens in a new window). Tip: The title becomes part of your view’s metadata. When you save a workbook to Tableau Public, the publishing process creates an extract of the data connection. Type a name for the workbook and click Save. You don’t have an account, select the link to create a new one. Sign in using your Tableau Public account. Note: This option is available only if you’ve created a viz that contains at least one field. With your workbook open in Tableau Desktop, select Server > Tableau Public > Save to Tableau Public. For information, go to the Tableau Public website. On Tableau Public, anyone can interact with your views, or download your workbooks or data sources. If you want to share your data discoveries with the world outside of your organization, you can save your workbook to Tableau Public, a free cloud service.
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