Share and Publish Your Data

Lesson Objectives

 After completing this unit, you'll be able to: 

  • Describe the file types in Tableau that you can share with others.
  • Publish data to Tableau Server or Tableau Online.
  • Share your data using Tableau Public.

You’ve done great work to learn that Burlington, NC, needs some love. With Tableau, you can take the next step and share your work easily.

Learn Tableau File Types

When it’s time to share, the first decision for you to make is which file type to use. 

Let’s review what you saw in the video. You won’t be tested on this at the end, but it’s a great way to ensure you understand the essentials of file types in Tableau.

Share Your Data

Now that you have determined what to share with your teammates, you are ready to share your findings. You have two options.

  • If you or your company uses Tableau Server, and you are familiar with what permissions are assigned to you, use Tableau Server/Tableau Online.
  • If you or your company does not use Tableau Server, or if you want a free, alternative sharing option, use Tableau Public.

Publish to Tableau Server/Tableau Online

Your story was a hit. You're going to publish it to Tableau Server/Tableau Online so that your team can view it online.

  1. Launch the Trailhead Simulator.
  2. Click Publish to Tableau Server/Tableau Online.
  3. Click Begin.
  4. The story you want to publish is open. Click the Server menu, and select Publish Workbook.
  5. Here, you can specify the server name or URL in the Server box. Notice that for Tableau Online, you have a shortcut. Click the Tableau Online link to go directly to the sign-in prompt.
  6. Here in the Email address and Password fields, you specify your credentials. Your sign-in credentials have already been entered. Click the Sign In button.
  7. Now select the site where you want to publish your work. Demo Data is already selected. Click OK to continue.
  8. In the Name field, enter Improve Profits in the South
  9. Then press enter (PC) or return (Mac).
  10. In the Description field, enter Take a look at the story I built in Tableau Desktop! and then press enter (PC) or return (Mac).
  11. Under Sheets, click Edit to see all sheets. You can choose to publish all sheets or specific sheets by selecting or deselecting them.
  12. Click anywhere to continue.
  13. You only want to publish Improve Profits in the South. All the other sheets are deselected for you. Click anywhere to continue.
  14. Click Publish. Your work is now published to Tableau Online.
  15. Click Next Exercise to continue to the next exercise.

It’s time to alert at least your teammates so that they can interact with your story online.

  1. Ensure you’re in the Send a Link to Your Work simulation. If not, launch the Trailhead Simulator and click Send a Link to Your Work.
  2. Click Begin.
  3. In Tableau Online, when you navigate to the Improve Profits in the South story that you published, you will see it on the home page. Your story on the Tableau Online home page.
  4. If you had published additional sheets from your workbook, they would be listed alongside Improve Profits in the South. Click Improve Profits in the South.
    Your story when open in Tableau OnlineAwesome! This is your interactive, embedded story.
  5. From the menu, select Share.  share
  6. You've finished this part of the simulation by navigating to the share link screen.  But notice that there are several ways to share your story.
    1. Embed on your website: Copy the embed code and paste it in your web page HTML. Use the Copy Embed Code option to embed code in your web page
    2. Send a link: Copy the URL ink and send to your colleagues. Use Copy Link to send a link to your view
    3. Send an email using your default email client: Click the email icon.
      Specify the name of the person in the Share with people box to email your work
  7. Click Next Exercise to continue to the next exercise.

Publish to Tableau Public

Your story was a hit. You’re going to publish it to Tableau Public so that your team can view it online.

When you publish to Tableau Public, as the name suggests, these views are publicly accessible. This means that you share your views and your underlying data with anyone with access to the internet. When sharing confidential information, always use Tableau Server or Tableau Online

Tableau Public does not support live data connections, which is why you must create a data extract before publishing. This has already been done for you. To learn how to create an extract, see the Extract Your Data article in the Resources section.

  1. Ensure you’re in the Publish to Tableau Public simulation. If not, launch the Trailhead Simulator and click Publish to Tableau Public.
  2. Click Begin.
  3. In the view, click the Server menu, and then select Tableau Public.
  4. Next select Save to Tableau Public As. 
  5. You need to specify your Tableau Public credentials in the dialog box. Click anywhere to continue.
    Note
    If you don't have a Tableau Public profile, you create one through the Sign In popup.
  6. Tableau Public credentials have been entered for you. Click the Sign In button.
  7. Now select the site where you want to publish your work. For this exercise, Demo Data is already selected. Click OK to continue.
  8. In the Workbook Title box, enter the name of the workbook as Improve Profits in the South
  9. Then press enter (PC) or return (Mac).
  10. Click Save.  Your browser now opens with your embedded story. Improve Profits in the South story published on Tableau Public
  11. Click Home to restart the activity or Exit to continue.

Congratulations! In this module, you built a dashboard around your findings, created a story to present your analysis, and shared your findings on the web so that remote team members can take a look.

You have successfully started your journey to become a data rockstar! In this process, you discover opportunities you didn’t even know existed when you first looked at your data.

Tableau Desktop provides many more advanced features for data analysis. We hope that you continue your journey and explore more of Tableau Desktop features!

Resources