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Make Workbooks Compatible Between Versions

You've created a workbook, and would like to share it or get edits from other Tableau users. When you save your workbook, you need to make sure that the person you send your work to can open it.

This article describes which combinations of Tableau Desktop and Tableau Server or Tableau Online can work together and how to export your workbook as another version of Tableau Desktop.

In this article

When does compatibility matter?

Compatibility issues typically arise only between release versions of Tableau products. For example, if you are using version 10.5 of Tableau Desktop and version 10.2 of Tableau Server. There are no compatibility issues with dot releases (maintenance versions)—for example, between Tableau Desktop version 10.4.1 and Tableau Server version 10.4.2.

There is one exception. Tableau sometimes introduces new connector support with a dot release. This can introduce compatibility issues between Tableau Desktop and Tableau Server if Tableau Desktop has been upgraded but Tableau Server hasn't been.

For details about data source support by release, see the Release Notes page.

Compatibility between versions of Tableau Desktop

Tableau Desktop users can share workbooks—for example, by emailing them or copying them to a location on the company network. But if two users are using different versions of Tableau Desktop, sharing isn't always possible. Tableau Desktop is backward compatible, which means:

  • A newer version of Tableau Desktop can open a workbook created with an older version.

  • An older version of Tableau Desktop can't open a workbook created with a newer version unless it is downgraded to that older version.

For example, if Amanda creates a Tableau workbook with Tableau Desktop version 10.3 and sends it to Zachary, who has Tableau Desktop version 10.5, Zachary will be able to open the workbook. He'll see this message:

The workbook will be upgraded when it is saved. The upgraded file can't be read by earlier versions of the application.

If Zachary edits the workbook and sends it back to Amanda, he will need to downgrade the workbook so that she can open it. If not, the load will fail when Amanda tries to open it in Tableau Desktop version 10.3, because the workbook is now a 10.5 workbook.

For more information about downgrading your workbook between Tableau Desktop versions, see Downgrade your workbook in this article.

Working with Tableau extracts

The same logic applies to Tableau extracts: a newer version of Tableau Desktop can open an extract created with an older version. But an older version of Tableau Desktop can't open an extract created with a newer version.

However if you create an extract in an older version and open the workbook in Tableau Desktop 10.5 and later and refresh the extract, it will be converted to the .hyper format and the workbook will become incompatible with older versions of Tableau.

If you know you will be sharing your workbooks with users that have Tableau Desktop version 10.5 or later, save a copy of your workbook first before sharing it. If the workbook has already been opened in version 10.5 or later, you can downgrade the workbook to an earlier version if the extract hasn't been refreshed already.

For more information about the .hyper extract format, see Extract Upgrade to .hyper Format. For more information about how to downgrade your workbooks to prior versions, see Downgrade your workbook in this article.

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Compatibility between Tableau Desktop and Tableau Server

A workbook created with any version of Tableau Desktop can connect to any supported version of Tableau Server. But once you are connected, compatibility can be an issue depending on the version you are using and the action you're performing.

Publishing from Tableau Desktop to Tableau Server

You can publish workbooks and data sources to Tableau Server if the version of Tableau Server is the same or newer than the version of Tableau Desktop. For example, you can publish workbooks and data sources from Tableau Desktop 10.0 to Tableau Server 10.0, Tableau Server 10.1, or Tableau Server 10.2.

But if Tableau Server is running an earlier versions than Tableau Desktop, you will be prompted to downgrade the workbook before you can publish it to Tableau Server. For example, you can downgrade a workbook created on Tableau Desktop version 10.5 to publish it to Tableau Server version 10.2. For more information about how to downgrade your workbook, see Downgrade your workbook in this article.

Note: If your workbook contains an extract using the .hyper format or if you are running Tableau Server version 10.1 and earlier, the downgrade workbook features are not available.

Downloading workbooks from Tableau Server or Tableau Online

A workbook downloaded from Tableau Server has the same version as the version of Tableau where it was last edited. For example, suppose Amanda is running Tableau Desktop 10.3 and publishes a workbook to Tableau Server 2018.1. If Zachary is also running Tableau Desktop 10.3, he can connect to Tableau Server, download the workbook, and open it.

However, compatibility issues can arise:

  • If someone else edits the workbook on the server, the workbook is updated to that version of Tableau Server.

  • If someone downloads the workbook from Tableau Server to a newer version of Tableau Desktop and edits, saves, and publishes it, the workbook is updated to the newer version of Tableau Desktop.

For example, suppose Elizabeth publishes a workbook from Tableau Desktop 10.0 to Tableau Server 10.3. Ted downloads the workbook from Tableau Server to Tableau Desktop 10.3. He edits and republishes the workbook back to the server. The workbook is now updated to the newer version. Zachary and Elizabeth, who are both using Tableau Desktop 10.2 can download the workbook but can't open it because the workbook has been updated to Tableau version 10.3.

If you edit or create a workbook on a newer version of Tableau Server or Tableau Online, you can downgrade the workbook to be opened in an older version of Tableau Desktop.

For more information about downgrading your workbook between Tableau Server or Tableau Online and Tableau Desktop, see Downgrade your workbook in this article.

Connecting to published extracts

If using Tableau Server version 10.5 and later, published extracts are automatically upgraded when you refresh them to the new .hyper extract format. If this happens, the workbook can no longer be opened using previous versions of Tableau Desktop. For more information about the .hyper extract format, see Extract Upgrade to .hyper Format.

For previous versions of Tableau Server, any published workbook or data source with an extract created in Tableau Desktop retains its original version when it's refreshed or appended to on Tableau Server.

Connecting to Tableau Server-based data sources

Workbooks in Tableau Desktop can use data sources that have been published to later versions of Tableau Server. However, if you connect to a data source that uses features that aren't in that earlier version of Tableau Desktop, those fields are unavailable.

For example, suppose you create a workbook in version 8.2 of Tableau Desktop, and then connect to a data source on Tableau Server version 9.0 that contains fields that include level of detail expressions. In that case, those data fields are unavailable in the Tableau Desktop 8.2 workbook, because level of detail expressions were not available until Tableau 9.0.

Workbooks created in Tableau Desktop can always use data sources from an earlier version of Tableau Server. For example, a Tableau Desktop 10.1 workbook can use data sources from Tableau Server 10.0.

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Downgrade your workbook

If you need to publish your workbook to an earlier version of Tableau Server or share your workbook with someone using an earlier version of Tableau Desktop, you can downgrade your workbook to a previous version. The downgraded workbook can be opened in the selected version and later.

Any features not available in that previous version will be removed when the workbook is downgraded. The earliest version that you can downgrade to is Tableau Desktop 10.2.

Note: These features are not available for workbooks that include a Tableau Data Extract that has been refreshed in version 10.5. The extract will have been converted to use the new .hyper format and this format can't be downgraded back to a .tde format. For more information about the .hyper extract format, see Extract Upgrade to .hyper Format.

Tableau Desktop to Tableau Desktop

To downgrade the workbook to be accessible on previous versions of Tableau Desktop, do the following:

  1. In Tableau Desktop select File > Export As Version and select the version that you want to downgrade to.

  2. Save the workbook to your My Tableau Repository or a selected location.

Tableau Desktop to Tableau Server

If you are using a newer version of Tableau Desktop and an older version of Tableau Server, you can downgrade the workbook to the older Tableau Server version during publishing.

When you publish the workbook, you will see a warning message that tells you that the workbook will be downgraded.

If you continue to publish the workbook, any features or functionality that aren't available in the older version are removed for compatibility.

If you open the downgraded workbook in the newer version of Tableau Desktop, you will see a message like the one shown below.

You may need to add back the features that were removed when the workbook was downgraded.

Note: This option doesn't apply to data sources.

Tableau Online or Tableau Server to Tableau Desktop

If you are using Tableau Server or Tableau Online, you can downgrade a workbook to be opened in an older version of Tableau Desktop.

In Tableau Server or Online, open the view you'd like to downgrade. Select Download > Tableau Workbook and select the version that you want to downgrade to. The workbook will download to your computer.

Any features or functionality that aren't available in the older version are removed for compatibility.

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