Share a Tableau dashboard

Now learn how to use and navigate the Tableau interface.

Portland, OR, USA - January 12, 2022: Close-up of the Tableau logo on the 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 using interactive data visualization to gain insight into a wide range of data has continued to grow. One of the data visualization software tools that is popular with businesses is Tableau.

With Tableau, companies with a large amount of data to sort out find it easier to understand their data, spot new patterns, and make sound business decisions based on the indicators provided by the software. However, there is growing concern 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, so you can choose the best one that’s right for your organization.

Understanding Tableau dashboards

Tableau dashboards are the main interface where all your active analysis and data templates are displayed. The Tableau dashboard organizes and represents different data from many worksheets in one space. The dashboard gives you options to filter and compare data and visualizations from a large amount of data.

One of the key 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 the important features of Tableau that you should know.

Advanced Dashboard

Tableau Dashboards use advanced visualization techniques to provide a detailed data perspective. Because they allow the integration of numerous views and objects, dashboards are considered particularly informative. By providing users with a selection 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 retrieved from external data sources, whether in the form of live data sources or in-memory data. Users now have unrestricted access to analyze data from multiple data sources.

Attractive visualizations

Tableau users can produce different types of data visualizations. Users can easily develop the most basic visualizations, such as a pie chart or bar chart, as well as some of the most complicated ones, such as a bullet chart, Gantt chart, or box plot. To create visualizations using helpful 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 additional security measures in place. 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 any chart, users can quickly add a trendline or forecast data and view 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.

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

Share via Tableau Server/Public

The best way to make your Tableau dashboard easily accessible to the public is through the Tableau server/public. Check out the steps below to do this:

  1. Launch Tableau Desktop and click the Server button.
  2. On the next page, click Tableau Public and choose the Save to Tableau Public option.
  3. A dialog box will appear asking for your Tableau Public credentials. Enter your login details or create one if you don’t already have one.
  4. After entering the credentials, a new dialog box will open. In the new dialog box, click the Create Data Extract option and click Extract.
  5. Once this is done, select Tableau Public to view the final embedded Tableau Dashboard in the browser.
  6. Click the Edit option to add a title or edit and save a description.
  7. To share with another user, click Share at the bottom of the screen.

Share as dashboard link

You can also share your Tableau dashboard as a link if you find other sharing options challenging. On your dashboard, all you need to do is click the Share icon in the toolbar. A dialog box with the embedded code and the link will be displayed at the bottom. Use Ctrl+C to copy the link to share by email or other method.

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Share as PDF

Tableau Dashboards are also easily readable in PDF format. This is possible on a live dashboard. Go to the Export option in the File menu and then choose the Export as PDF option. When your workbook is prepared, click it to save the document in PDF format so you can share it if needed.

Share as a 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 choose 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 in the previous export options and select Export as crosstab to Excel. The file is then exported in Excel or CSV format.

Conclusion

Part of what makes any data visualization or analytics tool powerful is its ability to collaborate with others in parsing and interpreting results.

With business organizations increasingly dealing with a large amount of data, understanding the different ways to share your Tableau dashboard is a must for any Tableau user. The Tableau dashboard sharing options discussed above will help you choose the most appropriate option for your organization.

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