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#Tableau dashboard how to
#Tableau dashboard update

It’s an uphill battle to change this mindset, but completely worth it. Too often, we take a snapshot of our data and paste it into PowerPoint, or people just want a data dump to Excel. If you aren’t using URL actions, you can check them or uncheck them it’s up to you.Ī New Perspective on Using the Tableau Server to Publish a Tableau Dashboard Lastly, if you are using URL actions in your workbook, be sure to check the box in the bottom left that says “Show sheets as tabs” otherwise, they won’t work.Enter your authentication credentials (typically a single sign on username and password, or database validation credentials).Go to the Server menu in the top navigation.

#Tableau dashboard how to

How to Publish a Tableau Dashboard and Workbook to the Server:ĭo you want to know how to publish a Tableau dashboard online? One of the best options is by publishing to the Tableau server.

#Tableau dashboard update

And if you are using extracts that are on refresh schedules, your data will automatically update at the frequency you specify, keeping your audience always up to date. Your end user can interact with your published dashboards any time they want. These are great products for publishing an interactive dashboard to the web, while maintaining the security protocols your data demands.

Publish it to either Tableau Server (the on premise version) or Tableau Online (the cloud version)įor many companies, they use Server or Tableau Online.

Email a packaged workbook and have people access and interact with it via Tableau Reader (a great place to start if you don’t have Server or someone doesn’t yet have Server access).

Publish to Tableau Public (not recommended for sensitive, confidential, or proprietary data).

Export the data to Excel (try to get people to not do this).

Export or copy an image into Powerpoint or an email.

Using Tableau ServerĪs described previously in the course, there are a few different ways to share data: In this article, you will learn how to use the Tableau Server and master how to publish a Tableau Dashboard and workbook on the server.