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You're reading from Learning Tableau 10 - Second Edition

Product type Book

Published in Sep 2016

Publisher Packt

ISBN-13 9781786466358

Pages 432 pages

Edition 2nd Edition

Languages

Java

Concepts

Business Intelligence

Table of Contents (17) Chapters

Learning Tableau 10 Second Edition

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

1. Creating Your First Visualizations and Dashboard

2. Working with Data in Tableau

3. Moving from Foundational to More Advanced Visualizations

4. Using Row-Level, Aggregate, and Level of Detail Calculations

5. Table Calculations

6. Formatting a Visualization to Look Great and Work Well

7. Telling a Data Story with Dashboards

8. Deeper Analysis – Trends, Clustering, Distributions, and Forecasting

9. Making Data Work for You

10. Advanced Visualizations, Techniques, Tips, and Tricks

11. Sharing Your Data Story

Chapter 11. Sharing Your Data Story

Throughout this book, we've focused on Tableau Desktop and learning how to visually explore and communicate data with visualizations and dashboards. Once you've made discoveries, designed insightful visualizations, and built stunning dashboards, you're ready to share your data stories.

Tableau enables you to share your work using a variety of methods. In this chapter, we'll take a look at the various ways to share visualizations and dashboards along with what to consider when deciding how you will share.

Specifically, we'll take a look at:

Presenting, printing, and exporting
Sharing with users of Tableau Desktop and Tableau Reader
Sharing with users of Tableau Server, Tableau Online, and Tableau Public
Additional distribution options with Tableau Server

Presenting, printing, and exporting

When it comes to telling a data story, Tableau is primarily designed to build richly interactive visualizations and dashboards for consumption on a screen. Often you will expect users to interact with your dashboards and visualizations. However, there are good options for presenting, printing, and exporting in a variety of formats.

Presenting

Tableau Desktop and Reader features a Presentation Mode, which is available from the Window menu, by pressing the F7 key, or using the option on the toolbar. This mode removes all authoring controls and displays only the view and navigation tabs without any toolbars, panes, or authoring objects. Press the F7 key or Esc key to exit Presentation Mode.

Tip

When used with effective dashboards and stories, the Presentation Mode makes for an effective way to personally walk your audience through the data story. If you save a workbook by pressing Ctrl + S while in presentation mode, the workbook will be opened in presentation...

Sharing with users of Tableau Desktop and Tableau Reader

Often, you'll want to share your dashboards and data stories with other Tableau users. There are some considerations for sharing with other users of Tableau Desktop and some different considerations for sharing with users of Tableau Reader.

Sharing with Tableau Desktop users

Sharing a workbook with other Tableau Desktop users is fairly straightforward, but there are a few things to consider.

One of the major considerations is whether you will be sharing a packaged workbook (.twbx) or an unpackaged workbook (.twb). Packaged workbooks are single files that contain the workbook (.twb), extracts (.tde), file-based data sources that have not been extracted (.xls, .xlsx, .txt, .cub, .mdb, and so on), custom images, and various other related files.

To share with users of Tableau Desktop, do this:

You may share either a packaged (.twbx) or unpackaged (.twb) workbook by simply sharing the file with another user who has the same or newer version...

Sharing with users of Tableau Server, Tableau Online, and Tableau Public

Tableau Server, Tableau Online, and Tableau Public are all variations of the same concept: hosting visualizations and dashboards on a server and allowing users to access them via a web browser.

The following table provides some of the similarities and differences between the products, but as details may change, please consult a Tableau representative prior to making any purchasing decisions:

Additional distribution options using Tableau Server

Tableau Server allows for several other options for sharing your views, dashboards, and data. Along with allowing users to sign in to Tableau Server, you might consider the following options:

Dashboards, views, and story points can be embedded in websites, portals, and SharePoint. Single sign on options exists to allow your website authentication to integrate seamlessly with Tableau Server.
Tableau Server allows users to subscribe to views and dashboards and schedule email delivery. The email will contain an up-to-date image of the view and link to the dashboard on Tableau Server. Server admins may also manage user subscriptions.
The TABCMD utility is provided with Tableau Server and may be installed on other machines. The utility provides the ability to automate many functions of Tableau Server including export features, publishing, and user and security management. This opens up quite a few possibilities for automating delivery.
The REST...

Summary

Tableau is an amazing platform for building useful and meaningful visualizations and dashboards based on your data. We've considered how to connect to the data, write calculated fields, and design entire stories based on your data. In this chapter, we considered how to share the results with others.

You now have a solid foundation. At its core, Tableau is intuitive, transparent, and easy to use. As you dive deeper, the simplicity becomes increasingly beautiful. As you discover new ways to understand your data, solve complex problems, ask new questions, and find new answers in your data, your new Tableau skills will help you uncover and share new insights hidden in your data.

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Product	Tableau Server	Tableau Online	Tableau Public
Description	A server application installed on one or more server machines that hosts views, dashboards, and stories created with Tableau Desktop.	A cloud-based service maintained by Tableau Software that hosts views, dashboards, and stories created with Tableau Desktop.	A cloud-based service maintained by Tableau software that hosts views, dashboards, and stories created with Tableau Desktop or the free Tableau Public client.
Licensing	Named user (set number of...