Publishing dashboards to Tableau Server
You can share your dashboards by publishing them to Tableau Server. To help users, you can organize dashboards into projects, tag them, and even choose which worksheets to display and hide. What is the Tableau Server? Tableau Server is where people can share their views about the data within your company. Other people can view your dashboards through a browser, and they don't need to have Tableau installed.
You can publish workbooks and data sources to the server, as well as open workbooks and data sources that others have published to the server. However, it is not available to every user. Tableau professional users can publish to Tableau Server as long as they are added as a user.
They must also be assigned permissions to publish views and data sources using Tableau Professional. If they have the permissions, Tableau Professional users can publish workbooks to a server project, which will also help direct your users toward the relevant workbook quickly.
On the other hand, Tableau personal users can only publish to Tableau Public.
How to do it
We will use the following steps for publishing dashboards to Tableau Server:
1. Open a copy of the Chapter Eight workbook.
2. Navigate to Server | Publish Workbook.
3. You will now be asked to log in to Tableau Server. You will need the server details, your username, and password.
4. You will now see the Publish Workbook to Tableau Server dialog box.
5. In the Project drop-down box, select the project you would like to use.
6. In the Name textbox, type in Chapter Eight for the name of the workbook.
You can choose the Scheduling and Authentication… button to permit or deny access to your workbook. To do this, click on the Add… button on the left-hand side and you will see the Add/Edit Permissions dialog box.
For now, we will choose All Users and click on OK. This will take you back to the Publish Workbook to Tableau Server dialog box.
8. You can add tags by inserting keywords into the Add Tags textbox.
9. You can now click on OK to publish your workbook and view it in Tableau Server.
How it works
Tableau Server is the corporate way of sharing Tableau workbooks. It acts as a central repository for workbooks. If you use Tableau Server, it can also give you a nice starting point for sharing workbooks, since you can download someone else's workbook and use it as a starting point for your work.
Alternatively, you can use the data sources to give you a head start with your work. A centralized repository is useful to facilitate teamwork and collaboration, and Tableau Server is designed for this purpose. For more information, please visit the tableau online training.
Publishing dashboards to Tableau Public
Tableau Public When you publish your dashboard to Tableau Public, the data source(s) must be a Tableau data extract (.tde) file. We looked at creating this file in the Packaging workbooks with data recipe of this chapter. If you have multiple data connections, then you must repeat this process for each data connection.
In this example, we are using small data files. Note, however, that your extract may not include more than 1 million rows when published to Tableau Public.
How to do it
We will perform the following steps to publish dashboards to Tableau Public:
1. Open a copy of the Chapter Eight workbook. 2. Navigate to Server | Tableau Public | Save to Web As.
3. If you do not have an account already, then select the Register hyperlink and fill in the resulting form.
4. Once you have registered, you can log on. Here is an example of the Tableau Public Sign In the window
You will then get a dialog box named Save Workbook to the Public Web. You will see the name of the workbook in the Name field. Check the option Show Sheets as Tabs and then click on Save.
6. The file will start uploading, and you will see a small information box indicating the progress of the upload.
7. At the top of the page, you will see an option to embed the viz into your e-mail or website,
8. At the bottom of the page, you will have a Share option. This allows you to control the size of the view and show the toolbar for adjusting the size using the display options in the Share window. You can change the width of the entire dashboard view when viewed in the browser. This option shows the current size by default. You can also change the height of the entire dashboard view when viewed in the browser.
This option shows the current size by default. 9. If the Show Toolbar option is selected, the toolbar will display along the bottom of the view.
Optionally, use the URL for RSS links option to add a URL that will be used as the link for static images in RSS feeds. For example, use this option to specify a destination page for the RSS entry rather than the main page of your blog or website. If you like, you can use this option to add tracking code to monitor traffic coming from your RSS feed.
11. Now you can share your visualization with the world!
How it works
Tableau Public allows you to share your visualizations with the world, but why would you want to share your data visualization with the world? In the words of The Guardian, "Data Journalism is the new punk." The central idea is that you can be a data citizen and use data to influence the world around you. tableau training
You can intellectually question authority, using data as a foundation. However, data needs to be told to be understood, and data visualization is a way in which data citizens can spread the message. Tableau facilitates data citizens by offering Tableau Public, a free facility to spread the love of data. What's not to like?
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