Saving a workbook on a Tableau server
by Matt Floyd, Ashley Ohmann, Ashutosh Nandeshwar, Jen Stirrup
Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Table of Contents
- Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Credits
- Preface
- 1. Module 1
- 1. A Short Dash to Dashboarding!
- 2. Summarizing Your Data for Dashboards
- 3. Interacting with Data for Dashboards
- 4. Using Dashboards to Get Results
- 5. Putting the Dash into Dashboards
- 6. Making Dashboards Relevant
- 7. Visual Best Practices
- 2. Module 2
- 1. Connecting to Data Sources
- Introduction
- Connecting to text files
- Connecting to Excel files
- Connecting to Access databases
- Connecting to a SQL Server
- Pasting from a clipboard
- Connecting to other databases
- Connecting to Windows Azure Marketplace
- Understanding dimensions and measures
- Changing data types
- Applying filters
- Merging multiple data sources
- 2. Creating Univariate Charts
- 3. Creating Bivariate Charts
- 4. Creating Multivariate Charts
- 5. Creating Maps
- 6. Calculating User-defined Fields
- 7. Customizing and Saving
- 8. Exporting and Sharing
- 9. Exploring Advanced Features
- 1. Connecting to Data Sources
- 3. Module 3
- 1. Getting Started with Tableau Public
- 2. Tableau Public Interface Features
- 3. Connecting to Data
- 4. Visualization – Tips and Types
- 5. Calculations
- 6. Level of Detail and Table Calculations
- 7. Dashboard Design and Styling
- 8. Filters and Actions
- 9. Publishing Your Work
- A. Bibliography
- Index
Sharing visualizations on a Tableau server is one of the best ways to ensure that the readers are seeing the latest, and sometimes, live information. With the Tableau 8 server, the readers are also able to interact with the visualization by customizing it to their liking.
Let's use the sample file Sample – Coffee Chain (Access). Open a new worksheet and select Sample – Coffee Chain (Access) as the data source. You would also need access to a Tableau server to complete this example.
Once the data is loaded on the worksheet, perform the following steps to save the workbook on a Tableau server:
- Drag-and-drop Market from Dimensions into the Rows shelf.
- Drag-and-drop Sales from Measures into the Text input section in the Marks pane.
- From the main menu toolbar, click on Server and then click on Publish Workbook.
- In the Tableau Server Login window (shown in the following screenshot), enter the Server name or the full path and the Username and Password values, and hit OK:
- In the Publish Workbook field in the Tableau Server dialog box, keep Sheet1 selected in the Views to Share pane.
- Click on Publish.
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