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Step 8: Share your findings

Closed This multi-step tutorial introduces Tableau Desktop. You are on Step 8 of 8. This multi-step tutorial introduces Tableau Desktop. You are on Step 8 of 8.

You've done a bunch of work—great work—to learn that Burlington, NC needs some love. It shouldn't be difficult to share this information with your teammates. Happily, with Tableau, it isn't.

Before you continue, select an option below:

  • If you or your company does not use Tableau Server, or if you want to learn about a free, alternative sharing option, jump to Use Tableau Public.

  • If you or your company uses Tableau Server, and you are familiar with what permissions are assigned to you, jump to Use Tableau Server.

Use Tableau Public

Your story was a hit. You're going to publish it to Tableau Public so that your team can view it online.

Note: When you publish to Tableau Public, as the name suggests, these views are publicly accessible. This means that you share your views as well as your underlying data with anyone with access to the internet. When sharing confidential information, consider Tableau Server or Tableau Online.

  1. Select ServerTableau PublicSave to Tableau Public.

  2. Enter your Tableau Public credentials in the dialog box.

    If you don't have a Tableau Public profile, no worries! Just click Create one now for free and follow the prompts.

  3. In the dialog box that appears, select Create Data Extract, and then click Extract.

    ClosedLearn more: Why did you have to create an extract? And what's an extract, anyway? Learn more: Why did you have to create an extract? And what's an extract, anyway?

    Tableau Public does not support live data connections, which is why you must create a data extract before publishing.

    Data extracts are saved subsets of a data source that you can use to share a snapshot of the data in the workbook, improve performance, or take advantage of Tableau functionality that is not available in the underlying data.

    More on working with extracts in the Learning Library (in the top menu).

  4. For the second (and last) time, select ServerTableau PublicSave to Tableau Public.

  5. When your browser opens, review your embedded story. It will look like this:

  6. Click Edit Details to update the title of your viz, add a description, and more.

  7. Click Save.

    Your story is now live on the web.

  8. To share with colleagues, click Share at the bottom of your viz.

  9. How do you want to share your story?
    1. Embed on your website: Copy the Embed Code and paste it in your web page HTML.

    2. Send a link: Copy the Link and send to your colleagues.

    3. Send an email using your default email client: Click the email icon.

    4. Share on Twitter or Facebook: Click the appropriate icon.

After you've completed these steps, click here to jump to the final section of the tutorial.

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Use Tableau Server

Your story was a hit. You're going to publish it to Tableau Server so that your team can view it online.

Publish to Tableau Server

  1. Select ServerPublish Workbook or click Share on the toolbar.

  2. Enter the name of the server (or IP address) you want to connect to in the dialog box and click Connect.

  3. In the Name field, enter Improve Profits in the South.

  4. If you want, enter a description for reference, for example "Take a look at the story I built in Tableau Desktop!"

  5. Under Sheets, click Edit, and then clear all sheets except Improve Profits in the South.

    ClosedLearn more: Share more than just your story. Learn more: Share more than just your story.

    If you want, you can share every sheet in your workbook with colleagues on Tableau Server. However, you may want to think about which sheets you'd like to make available to which colleagues.

    Note: Depending on your administrator, your permissions may vary.

    More on Tableau Server permissions in the Learning Library (in the top menu).

  6. Click Publish.

    Tableau Server opens in your internet browser. If prompted, enter your server credentials.

    The Publishing Complete dialog box lets you know that your story is ready to view.

All right! You've successfully published your story using Tableau Server. Now it's time to alert the media.

Send a link to your work

If not the media, it's time to alert at least your teammates so that they can interact with your story online.

  1. In Tableau Server, navigate to the Improve Profits in the South story that you published. You will see a screen like this:

    If you had published additional sheets from your workbook, they would be listed alongside Improve Profits in the South.

  2. Click Improve Profits in the South.

    Your screen will update to look like this:

    Awesome! This is your interactive, embedded story.

  3. From the menu, select Share.

  4. How do you want to share your story?
    1. Embed on your website: Copy the Embed Code and paste it in your web page HTML.

    2. Send a link: Copy the Link and send to your colleagues.

    3. Send an email using your default email client: Click the email icon.

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Congrats, you did it!

You used Tableau Desktop to create a view of your product data, map the product sales and profitability by region, build a dashboard around your findings, tell a story to present, and share your findings on the web so that remote team members can take a look.

You're a data rockstar.

Well done! You've successfully begun practicing the Tableau "Data Discovery" method:

  • Ask a question

  • Gather data

  • Structure the data

  • Explore the data

  • Share insights

That's the basic work flow you'll follow when you work in Tableau, although you might find yourself doing a lot more revising in each stage than you did here. For example, it might take a few revisions to refine your initial question from something general (what's going on with sales?) to something specific (which city in the South is responsible for negative profit?).

And your revisions might take you off in unexpected directions. That’s great. That's what we hope will happen, that you will discover opportunities you didn't even know existed when you first looked at your data.

If you're ready to jump in and start working with your data, go for it. But if you want more information first, check out the Learning Library!

Continue to the Learning Library.

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