How Do I Upload to Tableau Public
You created your first Tableau dashboard and now you want to share it. What'southward the best style to do then? If y'all are new to Tableau, figuring out the best way to publish and share your Tableau workbooks, dashboards and worksheets tin exist disruptive as in that location are many options. Tableau content can exist published to Tableau Server, distributed via Tableau Mobile, Tableau Reader, Tableau Desktop or sent as static images. All of these options have dissimilar capabilities, security models and requirements.
In this web log, nosotros look at six options for publishing and sharing Tableau workbooks and dashboards. We discuss the pros, cons and requirements for each option so yous can make the best decision for your organisation.
Watch our on-demand 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 paradigm
When determining the all-time option for publishing and sharing, you lot'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
ane. Tableau Server and Tableau Online are great options for publishing and sharing Tableau content. Tableau Server provides browser-based analytics without the need to download software. Tableau Online is the hosted SaaS version of Tableau Server and tin can as well be used to publish and share dashboards and workbooks. If the Tableau Server ambassador has granted the advisable permissions, users tin can share their Tableau content from inside Tableau Server. With Tableau Server, content can exist organized into sites, projects and groups; providing a improve collaboration environs. Content can exist shared via the share icon in Tableau Server (shown below). The share icon tin exist used to email a link to the workbook or embed a URL on a web folio. Users tin can and so access the published Tableau content via a web browser. Users tin can as well subscribe to workbooks or worksheets published on Tableau Server. These workbooks can be ready for automatic refresh, ensuring the latest view of the data. If terminate users are given edit permissions, they can make changes within Tableau Server's web authoring surround. Every bit is the case for Tableau Mobile, users accessing this content will need the advisable Tableau Server or Tableau Online license.
Note: 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 inside Tableau Server/Tableau Online.
To learn more than about Tableau Server, refer to these resources
Tableau Server vs. Desktop Comparing
The Perks & Pitfalls of Tableau Server
Securing & Filtering Data Past User in Tableau
two. Tableau Mobile is an extension of Tableau Server that runs on mobile devices including iPads, iPhones, Androids and Chromebooks. This product tin can be used to view workbooks, worksheets and dashboards stored on Tableau Server or Tableau Online (the hosted version of Tableau Server). Tableau Mobile can't open packaged workbooks in TWB or TWBX format (packaged workbooks). Users connecting to Tableau Server via Tableau Mobile require Tableau Server or Tableau Online license. With Tableau Mobile, iPad users can view dashboards and workbooks published to Tableau Server, and if they accept the proper permissions, they can edit them and create new worksheets using iPad native touch and drag capabilities. Content on iPhones, iPads, Chromebooks and Androids is fully interactive with regards to filters and dashboard/worksheet deportment. The Tableau Mobile app is available to download from the Apple App Store and from Google Play.
3. Tableau Desktop is a very flexible selection 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 about comprehensive authoring environment. In Tableau Desktop, users can open Tableau packaged workbooks and connect to workbooks published on Tableau Server. One 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 meet our web log. Tableau Desktop requires the Tableau Creator license which is the most expensive licensing choice. For details on Creator, Explorer and Viewer licenses see our web log.
4. Tableau Reader is a free option 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 but works with packaged workbooks (TWBX format). This means the Tableau workbook and the data for the workbook are packaged together into a TWBX file, which could be an result with security and/or file sizes. Tableau Reader can't open up workbooks published on the Tableau Server. Tableau Reader can be downloaded from Tableau or the Tableau Public website and is supported on Windows and Mac.
five. Tableau Public is another free selection for viewing Tableau workbooks. Like Tableau Reader, Tableau Public is an installed application available for download from Tableau or the Tableau Public website. Tableau Public can exist used to open local workbooks or workbooks on Tableau Public. Tableau Public is close in functionality to Tableau Desktop, merely workbooks can non exist saved locally (run across below for tips). Notwithstanding, if you grant the correct permissions when publishing to the Tableau Public website, people can download a packaged workbook (see beneath for tips). Still, using a public tool and connecting to a public website tin present a data privacy effect. Merely for workbooks with not-sensitive data, Tableau Public may exist a valid option.
6. For sharing content that does not need to be interactive, y'all tin can create a static image to view Tableau content in one of the following means
- To create a BMP on Windows or a TIFF on a Mac:Worksheet > Copy > Image
- On Windows, yous can as well salvage the image as Enhanced Metafile (*.emf):Worksheet > Export > Image
OR
- You tin publish one or more than views to PDF past selecting File > Impress to PDF.
- Yous tin can also export a Tableau Workbook to Powerpoint. You can choose one view or include all views and each canvass will become a Powerpoint slide. For the all-time viewing experience in Powerpoint, under Dashboard Sizing choose Size > Fixed Size > PowerPoint (1600 10 900)
As you can see, there are many options for publishing and sharing Tableau content and each option has advantages and disadvantages. Knowing the differences in each option can guide you lot in making the decision that works all-time for your environment.
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Source: https://senturus.com/blog/six-ways-to-publish-share-tableau-content/
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