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Deepika Singh

Publish and Share a Dashboard/Workbook in Tableau

Deepika Singh

  • Aug 14, 2020
  • 9 Min read
  • 245 Views
  • Aug 14, 2020
  • 9 Min read
  • 245 Views
Data
Data Analytics
Business Intelligence
Tableau

Introduction

To create a good visualization dashboard on Tableau is great, but you might also be required to publish or share it with your colleagues. This will enable collaboration within your team members. This also allows you to show your work to a larger audience. In this guide, you will learn how to publish and share a dashboard in Tableau.

Data

This guide will use the Sample Superstore data source available in the Tableau repository.

Building Blocks

To make a dashboard, you will create different sheets before adding them into a dashboard. To begin, the first chart you will create will be a geographical map that displays the granular details for different states or region. To start, drag the State variable into the Details card of the Marks shelf.

d1

Right click on the “3 unknowns” message at the bottom right corner of the view and select Hide Indicator.

d2

Next, you will change the look of the chart. To do this, go to the Marks card, and select Map as shown below.

d3

Drag State field into the Label option of the Marks card.

d4

Next, drag the Region field to the Color card of the Marks shelf.

d5

Rename the sheet as State By Region. To do this, right click on the sheet tab and select Rename.

d6

The above steps will produce the output below.

d7

The output above shows that the first sheet of the dashboard is ready.

Next, you will build a chart that contains the transaction level detail by Category and Subcategory across YEAR.
To begin, drag Category and Sub-Category into the Rows shelf, and Order Date into the Columns shelf.

d8

Next, drag Measure Names from the dimensions pane to the Filters pane, and select the variables Sales and Profit.

d9

Click OK after the above selection. Next, press the ctrl key and drag the Measure Names from the Filters pane to Columns shelf.

db1

Drag the Measure Values twice to the Marks card. Once into the Label pane, and second time into the Color pane.

db2

Select Square option from the Marks card instead of the default selection.

db3

The above selection will make the view more appealing.

db4

Rename the sheet to Profit and Sales Detail.

db6

Now both the sheets are ready, and the next step is to create the dashboard.

Creating the Dashboard

You will place both the sheets together to present them as a dashboard. Click on the icon next to the sheet tab at the bottom as depicted below.

da1

The above step results in a new tab, which is a dashboard pane.

ds2

In the output above, you can see that both the sheets are displayed. You will begin by giving title to the dashboard. Check the box of Show Dashboard title.

da5

Enter the dashboard title and click OK.

dat

Now you will drag the respective sheets. Drag State by Region sheet into the dashboard pane.

e1

Next, drag the Sales and Profit Detail sheet into the bottom end of the dashboard view.

e2

e222

Click on the State by Region sheet and select the filter icon as shown below. This will help refine the profit and sales detail as per selection.

ee33

Publishing Dashboard

You have created the dashboard and the next step is to publish it. You will work with the option of Tableau public for publishing, because Tableau server is a paid service. To begin, click on the icon that shows Save to Tableau Public option.

pub1

This will open the tab where you need to enter the Tableau Public Sign In credentials. If you don’t have an account, you can use the Create one now for free link to create an account and then come back to this step.

pub2

On entering the login details, the process of publishing the dashboard to Tableau public will begin.

pub3

pub4

Once the dashboard is published, a default browser will be opened that will take you to the published dashboard.

pub5

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