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How to share a Tableau dashboard

Now, learn how to use and navigate Tableau’s user interface.

Portland, OR, USA - 12 January 2022: Close-up of the Tableau logo on its homepage on a laptop computer.  Tableau is an interactive data visualization software company focused on business intelligence.
Image: Tada Images/Adobe Stock

The number of business organizations that use interactive data visualization to gain insight into large amounts of data has continued to grow. One of the data visualization software tools popular with companies is Tableau.

Tableau makes it easier for companies with large volumes of data to sort, to understand their data, spot new patterns, and make good business decisions based on indicators provided by the software. However, there are growing concerns about the best ways to share the Tableau dashboard.

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We’ll highlight the different ways you can share your Tableau dashboard and the pros and cons of each method so you can choose the method that’s best for your business.

Understand Tableau dashboards

Tableau dashboards are the main interface that displays all of your active analytics and data templates. The Tableau dashboard organizes and represents diverse data from many worksheets in a single area. The dashboard gives you options to filter and compare and visualize data from a large dataset.

One of the most important features of the Tableau dashboard is that it displays data in a responsive manner and can be easily shared with other users in various formats.

Key features of Tableau

Below are some of Tableau’s key features that you should know about.

Advanced dashboard

Tableau dashboards use sophisticated visualization techniques to provide a detailed perspective on data. Because they enable the integration of numerous views and objects, dashboards are considered to be particularly meaningful. By giving users a choice of layouts and formats to choose from, it also enables data visualization in a form that can be easily interpreted.

In-memory and live data sources

Tableau provides seamless integration with data pulled from external data sources, be it live data sources or in-memory data. Users now have full access to analyze data from multiple data sources.

Attractive visualizations

Tableau users can create different types of data visualizations. Users can easily develop the simplest visualizations like a pie or bar chart, as well as some of the most complicated ones like a bullet chart, Gantt chart or boxplot. To create visualizations with useful maps, Tableau also includes information about geographic data such as countries, cities, and zip codes.

Robust security

To protect users and data security, Tableau has implemented additional security measures. For user access and data connections, it includes a security system based on authorization and authentication techniques.

Predictive Analytics

Tableau offers many data modeling options, including forecasting and trending.

For each chart, users can quickly add a trend line or predict data and explore information that defines the model.

Sharing Tableau dashboards

There are several ways you can share Tableau dashboards with other users. Below are the main ways you can do this in different formats.

  • Sharing via Tableau Server/Public
  • Share as a dashboard link
  • Share as PDF
  • Share as PPT
  • Share as crosstab (Excel or CSV files)

Sharing via Tableau Server/Public

The best way to make your Tableau dashboard easily accessible to the public is via Tableau Server/Public. Check out the steps on how to do this below:

  1. Launch Tableau Desktop and click the Servers button.
  2. On the next page, click Tableau Public and choose Save to Tableau Public.
  3. A dialog box appears asking for your Tableau Public credentials. Enter your credentials or create one if you don’t already have one.
  4. Once you have entered the credentials, a new dialog box will open. In the new dialog box, click the Create data extract option and then click Extract.
  5. Then select Tableau Public to view the final embedded Tableau dashboard in the browser.
  6. Click the Edit option if you want to add a title or edit a description and save.
  7. To share it with another user, click Share at the bottom of the screen.

Share as a dashboard link

You can also share your Tableau dashboard as a link if you find other sharing options difficult. On your dashboard, all you have to do is click the share icon in the toolbar. Below is a dialog box with the embed code and link. Use Ctrl+C to copy the link to share via email or other means.

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Share as PDF

Tableau dashboards are also easy to read in PDF format. On a live dashboard this is possible. From the File menu, go to the Export option and then select the Export as PDF option. When your workbook is prepared, click on it to save the document in PDF format so you can share it when you need it.

Share as PPT

Tableau dashboards are also available in PowerPoint (PPT) format. To save and share your Tableau dashboard as a PPT file, go to the File menu, select Export, and then select the Export as PPT option.

Share as crosstab (Excel or CSV files)

To share your dashboard as an Excel or CSV file, repeat the steps from the previous export options and select Export to Excel as crosstab. The file is then exported in Excel or CSV format.

Conclusion

Part of what makes any data visualization or analysis tool powerful is the ability to collaborate with others in analyzing and interpreting the results.

As business organizations increasingly deal with large amounts of data, understanding the different ways to share your Tableau dashboard is a must-have for any Tableau user. The Tableau dashboard sharing options described above will help you choose the option that works best for your business.

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