Go to one of your worksheets and follow these steps: - Right click 'Sample-Superstore' at the top left corner and select Extract Data. Hit extract again and return to your dashboard to follow the steps to publishing it again. Once you hit Save, you'll be taken to your Tableau Public page. With your workbook open in Tableau Desktop, select Server Tableau Public Save to Tableau Public. Note: This option is available only if you've created a viz that contains at least one field. Sign in using your Tableau Public account. If you don't have an account, select the link to create a new one. Type a name for the workbook and click Save. When you save a workbook to Tableau Public, the publishing process creates an extract of the data connection. In Tableau Desktop, open the workbook you want to publish. Select Server Publish Workbook. If the Publish Workbook option does not appear on the Server menu, make sure a worksheet or dashboard tab is active (not the Data Source tab). If necessary, sign in to a server. For Tableau Online, enter https://online.tableau.com. Applies to: Tableau Desktop, Tableau Online, Tableau Server A dashboard is a collection of several views, letting you compare a variety of data simultaneously. For example, if you have a set of views that you review every day, you can create a dashboard that displays all the views at once, rather than navigate to separate worksheets. A New Perspective on Using the Tableau Server to Publish a Tableau Dashboard Too often, we take a snapshot of our data and paste it into PowerPoint, or people just want a data dump to Excel. It's an uphill battle to change this mindset, but completely worth it.
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See how flexible analytics can transform how you analyze data across your entire finance department. Watch this webinar series to discover how to use Tableau for cost cutting data strategies, audit and risk analytics, financial planning cash flow analysis, visualizing finance data, and how Tableau's office of finance uses Tableau.
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Finance teams who use Tableau can make a bigger impact with their time and resources when they bring data together to provide analysis, reporting while securely sharing the information that fuels business strategy.