If you want, you can share every sheet in your workbook with colleagues on Tableau Server. Under Sheets, click Edit, and then clear all sheets except Improve Profits in the South. If you want, enter a description for reference, for example "Take a look at the story I built in Tableau Desktop!" In the Name field, enter Improve Profits in the South. Select Server > Publish Workbook or click Share on the toolbar.Įnter the name of the server (or IP address) that you want to connect to in the dialog box and click Connect. You're going to publish it to Tableau Server so that your team can view it online. Share on Twitter or Facebook by clicking the appropriate icon.Īfter you've completed these steps, click here to jump to the final section of the tutorial. Send an email using your default email client by clicking the email icon. Send a link: Copy the Link and send the link to your colleagues. To share with colleagues, click Share at the bottom of your viz.Įmbed on your website: Copy the Embed Code and paste it in your web page HTML. It will look like this:Ĭlick Edit Details to update the title of your viz, add a description, and more. When your browser opens, review your embedded story. More on working with extracts in the Learning Library (in the top menu).įor the second (and last) time, select Server > Tableau Public > Save to Tableau Public. Tableau Public does not support live data connections, which is why you must create a data extract before publishing.ĭata extracts are saved subsets of a data source that you can use to share a snapshot of the data in the workbook, improve performance, or take advantage of Tableau functionality that is not available in the underlying data. ![]() Then in the top-right corner, change the Connection type from Live to Extract. If you see this dialog box, open the Data Source page. If you don't have a Tableau Public profile, click Create one now for free and follow the prompts. Select Server > Tableau Public > Save to Tableau Public.Įnter your Tableau Public credentials in the dialog box. When sharing confidential information, consider Tableau Server (Link opens in a new window) or Tableau Cloud (Link opens in a new window). This means that you share your views as well as your underlying data with anyone with access to the internet. Note: When you publish to Tableau Public, as the name suggests, these views are publicly accessible. ![]() You're going to publish it to Tableau Public so that your team can view it online. If you or your company uses Tableau Server, and you are familiar with what permissions are assigned to you, jump to Use Tableau Server. If you or your company does not use Tableau Server, or if you want to learn about a free, alternative sharing option, jump to Use Tableau Public. Let's share this information with your teammates.īefore you continue, select an option below: You've done a bunch of work-great work-to learn that Burlington, North Carolina needs some fine tuning.
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