Web Authoring and Tableau Desktop Feature Comparison

For anyone familiar with Tableau Desktop and new to the web authoring environment in Tableau Server and Tableau Online, this topic provides a summary of the web features that you use similarly to the way you do in Tableau Desktop. It also lists some fundamental differences between the two environments.

Note: This topic summarizes core authoring functionality and does not cover every difference between the desktop and web environments.

Features listed by version

For a list of the latest web editing features to be added to each release, see the web authoring sections in What's New in Tableau and What’s New in Tableau Online.

For a list of features compared by version, see the Tableau Desktop vs Tableau Web Editor viz on Tableau Public. This information is curated and maintained by Andrew Pick of the Information Lab, a Tableau Gold partner in the UK.

Disclaimer: Clicking this link will take you away from the Tableau website. Tableau cannot take responsibility for the accuracy or freshness of pages maintained by external providers. Contact The Information Lab if you have questions regarding its content.

General differences in web authoring

  • You can access right-click menu actions on measures and dimensions in the view, but not on every item in the workspace.

  • Keyboard shortcuts for web authoring and Tableau Desktop are not the same. For a list of web authoring keyboard shortcuts, see Shortcuts for web authoring.

Web authoring capabilities

In the web environment, you can connect to data and create workbooks from those data sources, or data published through Tableau Desktop. You can edit views created on the web or published from Tableau Desktop.

Administrators can set at the site level what web authoring abilities users can have. Explorers can edit workbooks, create new workbooks from published data sources, connect to published data sources, and create and edit views, dashboards, and stories. Creators have those same capabilities, but can also create new workbooks, connect to data on the web, and use Ask Data and Dashboard Starters to quickly dive into analysis.

Data management

  • Creators: Connect to data sources, upload files (text and Excel), or use pre-built Dashboard Starter templates for certain data sources. For more information, see Creators: Connect to Data on the Web.

  • Creators: Prepare data on the web in the Data Source page. For more information, see Creators: Prepare Data on the Web.

    Note: There is a limitation on the number of rows that can be viewed in the Data Source page when authoring data on the web, determined by browser:

    • Internet Explorer: 10,000 rows
    • Other browsers: 100,000 rows

    Independent of browser, the total number of records (rows by columns) that can be viewed in the Data Source page on the web is 3 million.

    • Run Initial SQL when connecting with some data sources

    • Join data from different tables in the same data source or from different databases using a multi-connection data source

    • Add a join calculation
    • Union data

    • Pivot data

    • Copy values in a grid (Ctrl+C, or Command-C on a Mac)

    • Edit Data Sources

    • Clean data using the Data Interpreter

    • Create a Custom SQL query

  • Explorers: Connect to published data sources.

  • Blend published data sources.

  • Save a data source (embedded in a published workbook) as a separate, published data source.

  • Change aggregation of measures in the view. Change the default aggregation of measures in the Data pane.

  • Search for fields in the schema.

  • Duplicate, hide, or rename fields.

  • Change the data type of fields.

  • Convert measures to dimensions or vice versa.

  • Convert a discrete field to continuous and vice versa. This option is available for measures and date dimensions.

  • Assign a geographic role for a field.

  • Create aliases for members of dimensions.

  • Create and edit groups.

  • Use sets (not create or edit).

  • Create, edit, and remove parameters. Formatting numbers and dates, and adding comments for the parameter are not supported on the web.

Analytics

  • Create, edit, rename, duplicate, and clear sheets (views, dashboards, and stories) in a workbook.

  • Use Ask Data to automatically create views.

  • Search for fields in the Data pane with schema search

  • Drag fields to the view, Rows, Columns, and different mark types in the Marks card.

  • Use Show Me to create views. Also, select and drag dimensions and measures of interest to the view area to automatically create a "Show Me" view.

  • View underlying data (via tooltips).

  • Viz in Tooltip works in web views, but must be configured in Tableau Desktop. Viz in Tooltip worksheets can be hidden, the same way you would hide worksheets used in stories or dashboards.

  • Actions work in web views, but must be configured in Tableau Desktop.

  • Create and edit calculated fields.

  • Create bins from continuous measures, and edit bins.

  • Create and edit table calculations, and use quick table calculations.

  • Use the Analytics pane to drag reference lines, trend lines, and other objects into the view. Edit reference lines, trend lines, and bands. Create and configure reference distributions on a continuous axis.

  • Create groups by selecting marks in the view and then clicking Group Members (paperclip) in the tooltip for that selection. You can also edit existing groups in the Data pane.

  • Create hierarchies by dragging one dimension onto another in the Data pane.

  • Change options for interacting with maps, including enabling or disabling pan and zoom, or showing map search, the view toolbar, or map scale. Users can also map units.

  • Drill up and down a continuous hierarchy in the view. In a view with a continuous hierarchy, hover near the headers on a continuous axis to display the + and - controls. Click to drill down or up.

  • Show labels, totals, and subtotals.

  • Show and hide titles and captions.

  • Show and hide cards for filters and highlighters.

  • Show, hide, and resize headers in the view.

  • Swap X and Y axes. Resize axes in the view.

  • Change the view size.

  • Show and hide the View Toolbar for any view or dashboard.

  • Duplicate a sheet as a crosstab view.

Filtering and sorting

  • Use data highlighting.

  • Add, modify, and remove filters (shown as Quick Filters), and edit a quick filter layout. (General, Wildcard, Condition, and Top tabs are not available.)​

  • Filter across published data sources.

  • Apply table calculation filters to totals in the view.

  • Show hidden fields, and exclude or remove fields from the view.

  • Sort fields in the view in ascending or descending order. Access the Sort dialog box by right-clicking a dimension on the Rows or Columns shelf. Nested sorting on dimension values within the context of each pane.

Formatting

  • Resize the width of row headers and the height of column headers.

  • Edit workbook formatting, including formatting lines.

  • Edit worksheet and dashboard titles.

  • Edit axes (double-click an axis in the view). Other options available: Synchronize dual axes, clearing the axis range (Reset), and tick mark settings. Enable or disable Dual axis in a field context menu (right-click a measure field on Rows or Columns shelf). Logarithmic scales can be positive or symmetric (includes 0 and negative values).

  • Edit number formatting (decimal places, percentage, thousands separator, units, and currency).

  • Create, edit, move, and resize point, mark, and area annotations.

  • Add and edit dashboards objects, including: horizontal and vertical layout containers, text, images, navigation buttons, web page links, and dashboard extensions.

  • Create transparent worksheet backgrounds (set background color to None). Combine transparent worksheets with transparent filters, highlighters, and parameters.

  • Change the color palette. For categorical fields you can assign specific colors and custom colors (using a hex code) to data items. For continuous fields, you can set custom colors for start and end colors (using a hex code).

  • Edit and view device-specific dashboard layouts.

  • Set a dashboard item's exact size, position, and spacing.

  • Add padding, borders, and background colors around items in dashboards.

  • Select a background map in map views.

  • Legends per measure. If you create separate color legends for the measures in your view, Tableau assigns the default color palette to each new color legend. To change the color legend for each measure, click the drop-down arrow on the color legend to open the Edit Colorsdialog box and select the palette that you want to use. For more details, see Legends per measure.

What can I do with a Tableau site?

Set a Site’s Web Authoring Access

Getting Started with Web Authoring

Creators: Connect to Data on the Web

Creators: Prepare your Data on the Web

Build Views on the Web

Grant Web Edit, Save, and Download Permissions

 

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