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- Hello.
I am Professor Rick Jerz,
and I welcome you to this session,
titled Sharing Your Tableau Visualizations.
In this session, you are going to learn
various ways to share
and publish your Tableau visualizations.
Sure, it is always great to produce your visualizations.
But the last step in the process, typically,
is communicating your great visualizations to others.
Let's see how we might do this.
I think that you are going to enjoy this session.
Let's get started.
Tableau enables you to share your work
using a variety of methods.
The methods that I'd like to describe are:
screen presentation,
printing, exporting graphics,
export as PowerPoint,
Tableau Reader,
sharing files with Tableau Desktop,
publishing on Tableau Public,
and Tableau Server and Tableau Online.
Before I describe these methods,
I do want to provide a cautionary note.
If you have sensitive data,
be careful of how you share your visualizations.
Tableau features a presentation mode.
You enter this mode by clicking on this presentation icon,
or by using keyboard shortcuts.
On the PC, F7,
on the Mac, option + return.
This mode removes all authoring controls,
and displays only the view and navigation tabs
without any toolbars, panes, or authoring objects.
The fastest way to leave presentation mode
is to hit your escape key.
Tableau provides the ability
to print individual visualizations,
dashboards, and stories.
From the file menu, select print.
Typically, when you print,
you are printing for paper purposes.
But remember that on most computers,
you can also print to PDF files,
and share these electronic printouts.
Exporting Tableau visualizations is pretty easy.
Right click on the graphic, and pick copy image.
Then, go to the application
where you want to place this image,
for example, Microsoft Word,
and just paste it into place.
If you want to export the graphic as a file,
go to worksheet, export image,
pick the file type, and save your image.
Tableau can also export your visualizations
directly to PowerPoint.
You do this by going to file, export as PowerPoint,
pick the file location, and save the file.
When you open this PowerPoint presentation,
you will see all of the graphics.
Tableau Reader is a free product provided by Tableau.
It allows users who do not own Tableau Desktop
to interact with your visualizations.
To create a file for Tableau Reader, go to file,
and then choose export package workbook.
This creates a single file that you can give to people
using Tableau Reader.
But be careful, this file also contains data.
So if you do have sensitive data
that you don't want Reader users to have,
don't use this technique.
If the person who you want to share files with
has Tableau Desktop,
you can simply give them your Tableau file,
and make sure to also give them your data file.
Using this technique,
when the person opens up your Tableau file,
they may need to reconnect to the data file.
Here's an example of what I mean.
I have created this visualization on my Mac,
and now I want to share it with Tableau on the PC.
This is similar to sharing it with another user.
When I open this Tableau file,
the first thing that it does is to ask for the data file.
When I point it to the correct data file,
I still have some error conditions.
What I need to do is go back to the data tab,
remove what Tableau tried to load as default,
and move the divine name range data back into the work area.
Now, everything looks good.
Again, with this method,
you need to be careful sharing sensitive data.
Tableau Public is a cloud-based service
maintained by Tableau Software
that hosts views, dashboards,
and stories created with Tableau Desktop.
Tableau Public is free.
In order to use Tableau Public,
you will need to register an account.
I have already created my Tableau Public account.
And when I log in,
I see some of the visualizations that I have posted.
If I want to share this visualization with people
on Tableau Public, I have to first extract the data.
I click on data, this particular model, and extract.
Then, I click on server, Tableau Public,
and save to Tableau Public.
This moves my visualization to the Tableau Public platform.
If I wanted to share this visualization with others,
I can copy the URL, and share this URL with others.
This newly-uploaded visualization
becomes part of my Tableau Public library.
The only caution about using Tableau Public
is that it is public.
So be careful, again, sharing sensitive data.
Tableau also offers two products
called Tableau Online, and Tableau Server.
These products are paid-for products.
At this point in time,
I have chosen not to pay for these services,
so I really don't have anything to share with you.
I hope that I have had some success
helping you understand how to share
your Tableau visualizations.
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Thanks for taking time to spend some moments with me.
I hope that you have enjoyed what I have shared with you.
If you ever have any questions, or need my help,
please let me know.
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