![]() ![]() Key features of the Tableau dashboardīelow are some of the important features of the Tableau dashboard you should know. One of the most important features of the Tableau dashboard is that it displays data in a responsive way and can easily be shared with other users in various formats. SEE: Explore everything you need to know about Tableau. The dashboard gives you options to filter data comparisons and visualizations from a large amount of data. The Tableau dashboard organizes and represents different data from many worksheets in a single space. Tableau dashboards are the main interface where all active analysis and data templates are displayed. The file will then be exported in Excel or CSV format. To share your dashboard as excel or CSV file, repeat the steps on the previous export options, and select Export as Crosstab to Excel. Sharing as a crosstab (Excel or CSV files) Click on the Copy Link button to share it by email or other method ( Figure E).įigure E Sharing Tableau dashboard via a link. A dialog box with the embedded code and the link will be displayed at the bottom.ĥ. Otherwise, go to the next step and pick the link.Ĥ. If you already have the usernames of the people you want to share your data with, simply add their names in the box. Click on Share from the list of menu items.ģ. Open the Actions menu for the content you want to share.Ģ. Sharing and exporting as a dashboard linkįollow the steps below to generate and share your dashboard link with other users.ġ. If you do not wish to export all the sheets to PPT, select the ones you want to include in the presentation.Ĥ. From the dropdown menu, select Export as PowerPoint.ģ. The steps are similar to the ones we took in the PDF option above.Ģ. You can also export your Tableau dashboard as a PowerPoint presentation. Click OK, then choose the folder you want to save your PDF to and click Save. Choose the paper size and orientation that best matches the data you want to print.ĥ. You can choose to print the entire workbook, active sheet only or selected sheets.įigure D Tableau print to PDF dialog box.Ĥ. From the dialog box that pops up, set up the print range ( Figure D). If you want to adjust the printing parameters, go to Page Setup. Sharing and exporting as a PDFįollow the steps below to share Tableau Dashboards as a PDF document.ġ. Once you complete the steps above, hit the Publish button and you are good to go ( Figure C).įigure C Tableau publish button. ![]() To add extra security features to your workbook, go to Authentication and select Allow Refresh Access or Embed Password.Ħ. Give a name to the workbook you want to publish or publish over an existing one.ĥ. Select the project you wish to publish from the Publish Workbook dialog box.Ĥ. From the dropdown menu, click on Publish Workbook ( Figure B).ģ. ![]() If you go with Tableau Online, enter your username and password to sign in.Ģ. For the server, enter the name or address of your Tableau server. You can choose either Tableau Server or Tableau Online (Cloud). Launch Tableau on the Desktop or a web browser, navigate to Server and click on sign in ( Figure A). One of the ways users can share their Tableau dashboard is by publishing it on Tableau Server or Tableau Cloud. Sharing a Tableau dashboard via Server or Cloud Sharing as a crosstab (Excel or CSV files).Sharing and exporting as a dashboard link.Sharing a Tableau dashboard via Server or Cloud.We will highlight the different ways you can share your Tableau dashboard and the pros and cons of each method so you can choose the best method for your organization. SEE: Still need to set up your Tableau dashboard ? Learn how with this guide. However, there is a growing concern over the best ways to share the Tableau dashboard. With Tableau, businesses with a high volume of data to sort are finding it easier to make sense of their data, recognize new patterns and make good business decisions based on the indicators provided by the software. One of the data visualization software tools popular among businesses is Tableau. The number of business organizations leveraging interactive data visualization to gain insight into a large amounts of data has continued to increase. Learn how you can effectively distribute your visualizations. This is a step-by-step guide on how to share a Tableau dashboard. How To Share a Tableau Dashboard: A Step-by-Step Tutorial ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |