How to Upload a Project to Tableau Online

Using Tableau Server to facilitate fact-based squad collaboration

Tableau server promotes information sharing and team collaboration past generating interactive dashboards and views accessible to authorized individuals via whatsoever of the pop web-browsing software tools available today. Reports can be precisely consumed via IOS (Apple) or Android tablets. Outset with TABLEAU SERVER VERSION 8, authorized staff can likewise edit existing reports or create a completely new assay using the tableau server.

Authorized tableau server users can also share metadata including joins, groupings, sets, proper noun aliases, and other customized information by publishing Tableau data source files to the server. Yous volition learn how to take advantage of these features and more in this post.

Publishing Tableau Dashboard

You can share your dashboards by publishing them to Tableau Server. In lodge to help users, you can organize dashboards into projects, tag them, and even choose which worksheets to display and hide.

After the tableau server is installed, those creating reports and analyzing were granted publishing rights. A staff that will be consuming reports is acknowledged with access rights. Once y'all've created a workbook incorporating at least one worksheet, y'all can publish that data to the tableau server. Workbooks containing many different worksheets and dashboards can exist presented in full, or by selecting whatsoever combination of worksheets and dashboards. The tableau desktop menus used for publishing to the tableau server are shown in figure x.1.

Figure 10.1 Publishing from tableau desktop to the server

• Publishing a workbook requires three steps:
• Open up the workbook which you wish to publish.
• Select the server carte du jour and click on publish the workbook.
• Enter the server URL, your user name, your countersign, then click OK.

The publish workbook to tableau server dialog box will appear as shown in figure 10.ii.

Using this menu, you define when, how, and what details will be published to the server. If your workbook's data source is a tableau data extract (tde) file, you tin can too schedule regular data updates using the scheduling and authentication push button at the lesser of effigy x.2.
Tableau formulates and secures published workbooks using a variety of methods:

• Project-folders for grouping workbooks
• Name-naming workbooks
• Tags-assuasive for user-divers tagging of workbooks
• Permissions-controlling what users are permitted to do
• View-hiding or sharing specific views

Effigy ten.2 Publishing dialog

Past Creatively combining these entities, it facilitates to have secure access to the advisable level for individuals, teams, workgroups, and projects. The specific purpose of each is explained in more than item below

Project

Projects are cypher but folders for organizing your reports and regulating admission to these reports. The server comes with one default projection folder. Persons with administrative rights can create additional projects. As an administrator, yous can create projects to collect and organize related content. The Content in Tableau Online refers to workbooks, views, and data sources, and the projects that contain them.

Y'all access projects from the Content folio in Tableau Online.
Every bit an administrator, you tin can do the following five projects:

• Create projects
• Rename projects
• Alter project owners
• Set permissions for projects and default permissions for their content
• Lock content permissions

Figure 10.2 shows an additional projection chosen demo dashboards, which was added to hold the reports which are being published.

Name

You can accept the name assigned to the workbook when it was created on the tableau desktop or you can choose to define a new name that will appear in the tableau server when the workbook is published. You tin can define new workbook names using the proper noun field seen in effigy 10.two

Tags

Tagging published workbooks are optional, simply it provides another way to search for reports. They can be advantageous if you publish a big number of reports. Enter each tag separated by a comma or space. If the tag you are entering contains a space, surround the tag by using quotation marks (east.g., "production benchmarks").

View permissions

These are authorized to optionally add together, edit, or remove permissions for all users, groups, or individual users through the view permissions tool. When editing permissions, another dialogue box opens, which looks like the i shown in figure x.three. This box allows you to edit permission types for dissimilar roles (viewer, interactor, editor, or custom).

Figure 10.3 Adding and editing users and permissions

Views to share

The view to share option allows you to select specific sheets you wish to share. Any sheets that are not selected are hidden on the tableau server, but these are still available within the workbook if it is downloaded.

Options

Appearing at the bottom of the publishing dialog box is more than optional selections, that restrict the appearance of what is being published.

Checking the shows sheets equally the tabs option will generate tabs when the report is published to the tableau server hence facilitating navigation between worksheets and dashboards in the published workbook. The prove selections option allows selections y'all've made on a worksheet or dashboard to persist when the workbook is published to the server and will exist displayed to users who are consuming the workbook.

If the data source that you are using for the written report being published comes from an external database or file, you volition likewise run into a checkbox for the inclusion of external files; checking that selection generates a copy of the source file on the tableau server. Custom image files used in whatever view will likewise be saved. If you take a live database or an extract file is being utilized past the workbook, yous should also see a push button in the lower-left for scheduling and authentication.

Selecting that push button allows you to set the refresh schedule for data extract sources or to change how a live database connection is authenticated on the tableau server. Details regarding  scheduling updates and authentication are covered in depth subsequently in this post under the sections "sharing connections, data models, and data extracts" and "using subscriptions to evangelize reports via E-mail."

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Select the publish button seen at the lesser of figure ten.2 to initiate the uploading to the tableau server. Upon completion, a pop-up will emerge displaying the newly published workbook.

If your tableau server instance is configured for multiple sites, you volition besides encounter a select site dialog box to define on which server site you wish to publish the workbook. The tableau's default is just a unmarried site. Multiple sites are partitioned on the same concrete server.

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About Author

Saikumar

Every bit a Senior Writer for Mindmajix, Saikumar has a great understanding of today's data-driven environment, which includes key aspects such every bit Concern Intelligence and data management. He manages the task of creating smashing content in the areas of Programming, Microsoft Power BI, Tableau, Oracle BI, Cognos, and Alteryx. Connect with him on LinkedIn and Twitter.

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Source: https://mindmajix.com/tableau/how-dashboard-facilitates-analysis-and-understanding-in-tableau

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