In this article, you will larn how to use the Tableau Server and master how to publish a Tableau Dashboard and workbook on the server.

Using Tableau Server

As described previously in the course, there are a few different ways to share data:

  • Publish to PDF
  • Consign or re-create an epitome into Powerpoint or an e-mail
  • Export the information to Excel (try to become people to non do this)
  • Publish to Tableau Public (not recommended for sensitive, confidential, or proprietary data)
  • E-mail a packaged workbook and have people access and collaborate with it via Tableau Reader (a great identify to beginning if you don't have Server or someone doesn't yet have Server access)
  • Publish information technology to either Tableau Server (the on premise version) or Tableau Online (the cloud version)

For many companies, they use Server or Tableau Online.  These are great products for publishing an interactive dashboard to the spider web, while maintaining the security protocols your data demands.  Your stop user can interact with your published dashboards any time they want.  And if you lot 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.

How to Publish a Tableau Dashboard and Workbook to the Server:

Exercise you lot want to know how to publish a Tableau dashboard online? 1 of the best options is by publishing to the Tableau server.

  1. Go to the Server carte in the top navigation.
  1. Click Publish Workbook.
  1. Enter your authentication credentials (typically a single sign on username and password, or database validation credentials).
Publish Tableau Dashboard
  1. From there, brand whatsoever changes needed to the default workbook name.
How to Publish Tableau Dashboard
  1. Under Sheets, click edit to select which sheets you want to publish.
  1. Ane all-time practise hither is to hide the worksheets used in your dashboards, and merely show the dashboards that you are going to publish.  This keeps your file cleaner and eliminates check boxes you accept to click.
Publish Tableau Dashboard Online
  1. Set any user permissions by clicking Edit side by side to Permissions.  You tin go out these equally the default or you can edit their permissions.  In that location is a wizard with a series of radio buttons you can cheque or uncheck.
  1. Finally, be certain to fix your Authentication and Permission by ensuring that your password is set to "Embedded" not "Prompt User."  You want consumption of your dashboards to be seamless, non involve extra steps.
How to Publish Tableau Dashboard Online
  1. Lastly, if yous are using URL actions in your workbook, be sure to check the box in the bottom left that says "Prove sheets as tabs"; otherwise, they won't work.  If you aren't using URL actions, you can check them or uncheck them; information technology's up to y'all.

A New Perspective on Using the Tableau Server to Publish a Tableau Dashboard

Too ofttimes, we have a snapshot of our data and paste it into PowerPoint, or people simply desire a data dump to Excel.  It's an uphill battle to change this mindset, only completely worth it.  Instead, if you can bring a published workbook to Server and interact with your data live in a coming together, that is much more impactful.  As they then have further questions, y'all can drill downward or drill in and see those details on-demand, maintaining things on 1 view for easier comparing.  This speeds conclusion making, and changes the discussion dramatically, and increasing participation.  I would encourage you to shoot for this type of usage in your meetings.  Also, equally your people on the front end line need data to make decisions, they have information technology instantly accessible via Server and tin speedily get what they need and then take action, rather than putting in a asking to yous or to someone else, and waiting for a response to come back, which by then will have data that has inverse from their initial need.  When you lot achieve this, you lot've transformed a culture and can now truly compete on analytics.

Now that y'all know how to publish a Tableau dashboard online through the server, be sure to check out our Tableau training courses. We offer courses that cover how to publish Tableau dashboards on websites and more.