How to Upload Story to Tablueu Public

You lot created your first Tableau dashboard and at present you desire to share it. What's the all-time mode to do and then? If you are new to Tableau, figuring out the best fashion to publish and share your Tableau workbooks, dashboards and worksheets tin can exist confusing every bit there are many options. Tableau content can be published to Tableau Server, distributed via Tableau Mobile, Tableau Reader, Tableau Desktop or sent every bit static images. All of these options have unlike capabilities, security models and requirements.

In this blog, nosotros wait at vi options for publishing and sharing Tableau workbooks and dashboards. We hash out the pros, cons and requirements for each choice and so you lot can make the best determination for your system.

Sentinel our on-need webinar where this author, Monica Van Loon, does a deep dive on this topic.

Options for publishing and sharing Tableau workbooks and dashboards

• Tableau Server/Tableau Online
• Tableau Mobile
• Tableau Desktop
• Tableau Reader
• Tableau Public
• Sharing an image

When determining the best option for publishing and sharing, yous'll want to take into business relationship the following criteria

• Device types used by your intended audience
• Whether users can install client-based software
• Whether the audience needs to edit or change the workbooks
• Your access to Tableau Server
• Licensing needs and the cost of them
• Security requirements

i. Tableau Server and Tableau Online are great options for publishing and sharing Tableau content. Tableau Server provides browser-based analytics without the demand to download software. Tableau Online is the hosted SaaS version of Tableau Server and can also be used to publish and share dashboards and workbooks. If the Tableau Server administrator has granted the appropriate permissions, users can share their Tableau content from inside Tableau Server. With Tableau Server, content can be organized into sites, projects and groups; providing a better collaboration surround. Content can be shared via the share icon in Tableau Server (shown below). The share icon can be used to electronic mail a link to the workbook or embed a URL on a web folio. Users can and then access the published Tableau content via a spider web browser. Users can also subscribe to workbooks or worksheets published on Tableau Server. These workbooks can be set upwards for automatic refresh, ensuring the latest view of the data. If end users are given edit permissions, they can make changes within Tableau Server's web authoring environment. Equally is the case for Tableau Mobile, users accessing this content will need the appropriate Tableau Server or Tableau Online license.

Annotation: If you want to regularly electronic mail a Tableau worksheet or dashboard, Tableau Server and Tableau Online both offer subscription capabilities. Users can be subscribed to the worksheet, dashboard or workbook on a daily, weekly or monthly basis. With subscriptions, users receive a thumbnail of the worksheet or dashboard in their email. When clicked on, the thumbnail launches content from within Tableau Server/Tableau Online.

To larn more about Tableau Server, refer to these resources
Tableau Server vs. Desktop Comparison
The Perks & Pitfalls of Tableau Server
Securing & Filtering Data Past User in Tableau

2. Tableau Mobile is an extension of Tableau Server that runs on mobile devices including iPads, iPhones, Androids and Chromebooks. This product can be used to view workbooks, worksheets and dashboards stored on Tableau Server or Tableau Online (the hosted version of Tableau Server). Tableau Mobile tin can't open up packaged workbooks in TWB or TWBX format (packaged workbooks). Users connecting to Tableau Server via Tableau Mobile crave Tableau Server or Tableau Online license. With Tableau Mobile, iPad users tin can view dashboards and workbooks published to Tableau Server, and if they take the proper permissions, they tin edit them and create new worksheets using iPad native touch on and drag capabilities. Content on iPhones, iPads, Chromebooks and Androids is fully interactive with regards to filters and dashboard/worksheet actions. The Tableau Mobile app is available to download from the Apple App Store and from Google Play.

3. Tableau Desktop is a very flexible option for sharing Tableau content. This product allows content editing, viewing and supports multiple methods for sharing. Tableau Desktop is available to download on Windows and Mac, and provides the most comprehensive authoring environment. In Tableau Desktop, users can open Tableau packaged workbooks and connect to workbooks published on Tableau Server. I advantage of Tableau Desktop is that it has a few  capabilities not present in Tableau Server. For detailed list of what is in Tableau Desktop vs Tableau Server see our blog. Tableau Desktop requires the Tableau Creator license which is the near expensive licensing option. For details on Creator, Explorer and Viewer licenses see our web log.

4. Tableau Reader is a free choice for viewing Tableau workbooks and dashboards created in Tableau Desktop. This product is fully interactive with regards to filters, tool tips and parameters. Tableau Reader simply works with packaged workbooks (TWBX format). This means the Tableau workbook and the information for the workbook are packaged together into a TWBX file, which could be an issue with security and/or file sizes. Tableau Reader can't open workbooks published on the Tableau Server. Tableau Reader can exist downloaded from Tableau or the Tableau Public website and is supported on Windows and Mac.

5. Tableau Public is another gratuitous option for viewing Tableau workbooks. Like Tableau Reader, Tableau Public is an installed application bachelor for download from Tableau or the Tableau Public website. Tableau Public tin can be used to open up local workbooks or workbooks on Tableau Public. Tableau Public is shut in functionality to Tableau Desktop, but workbooks can not be saved locally (meet beneath for tips). However, if you lot grant the correct permissions when publishing to the Tableau Public website, people tin download a packaged workbook (see below for tips). Still, using a public tool and connecting to a public website can present a information privacy event. Only for workbooks with non-sensitive data, Tableau Public may be a valid option.

vi. For sharing content that does non demand to be interactive, you lot tin create a static image to view Tableau content in one of the post-obit means

• To create a BMP on Windows or a TIFF on a Mac:Worksheet > Copy > Image
• On Windows, you can also save the image as Enhanced Metafile (*.emf):Worksheet > Export > Prototype

OR

• You can publish one or more views to PDF by selecting File > Print to PDF.
• You can as well export a Tableau Workbook to Powerpoint. Yous can cull one view or include all views and each sheet will get a Powerpoint slide. For the best viewing experience in Powerpoint,  nether Dashboard Sizing choose Size > Stock-still Size > PowerPoint (1600 x 900)

As you tin come across, there are many options for publishing and sharing Tableau content and each option has advantages and disadvantages. Knowing the differences in each choice can guide you in making the decision that works best for your surround.

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Source: https://senturus.com/blog/six-ways-to-publish-share-tableau-content/

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