Learn how to use and navigate Tableau’s interface now.
The number of business organizations leveraging interactive data visualization to gain insight into large amounts of data has continued to grow. One of the data visualization software tool Popular among businesses is Tableau.
With Tableau, businesses with large volumes of data to organize will find it easier to understand their data, recognize new patterns, and make good business decisions based on metrics provided by the software. However, there is growing concern about the best ways to share Tableau dashboards.
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We’ll highlight the different ways you can share your Tableau dashboards and the pros and cons of each so you can choose the best one for your organization.
Get to know the Tableau dashboard
Tableau The dashboard is the main interface where all your active analytics and data samples are displayed. Tableau dashboards organize and represent different data from multiple worksheets in a single space. Dashboards give you options to filter and compare and display data from large amounts of data.
One of the most important features of the Tableau dashboard is that it displays data in a responsive way and can be easily shared with other users in a variety of formats.
Key features of Tableau
Here are some important Tableau features that you should know about.
Advanced Control Panel
Tableau dashboards use sophisticated visualization techniques to provide detailed data views. Because they allow for the integration of multiple views and objects, dashboards are considered particularly informative. By providing users with a choice of layouts and formats to choose from, it also enables the visualization of data in a form that can be easily interpreted.
Live and in-memory data sources
Tableau provides seamless integration with data retrieved from external data sources, whether it is in the form of a live data source or in-memory data. Users now have unrestricted access to data analysis from multiple data sources.
Fascinating visuals
Tableau users can create several types of data visualizations. Users can easily develop the most basic visualizations, such as pie or bar charts, as well as some of the most complex, such as bullet charts, Gantt charts, or charts. box chart. To create visualizations using useful maps, Tableau also contains information about geographic data, such as countries, cities, and postal codes.
Strong security
To protect users and secure data, Tableau has additional security measures in place. For user access and data connections, it contains a security system based on authorization and authentication techniques.
Predictive analytics
Tableau has many data modeling options, including forecasting and trends.
For any chart, users can quickly add trendlines or predict data and check the information that defines the pattern.
Share Tableau dashboards
There are several ways you can share Tableau dashboards with other users. Here 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 PPT
- Share as Cross Table (Excel or CSV File)
Share via Tableau server / public
The best way to make your Tableau dashboard easily accessible to the public is through Tableau’s server/public. See the steps on how you can do this below:
- Start Tableau Desktop and click the Server button.
- On the next page, click Tableau Public and select the Save to Tableau Public option.
- A dialog box will pop up asking for your credentials for Tableau Public. Enter your credentials or create one if you haven’t already.
- After you enter your credentials, a new dialog box opens. From the new dialog, click the Create Data Extract option and click Extract.
- Once this is done, select Tableau Public to view the final embedded Tableau Dashboard in the browser.
- Click Edit option if you want to add title or edit any description and save.
- To share with other users, 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 the other sharing options challenging. On your dashboard, all you have to do is click the Share icon in the toolbar. A dialog box with the embed code and the link displays at the bottom. Use Ctrl + C to copy the link to share it by email or another method.
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Share as PDF
Tableau dashboards are also easily readable in PDF format. On the live dashboard, this is doable. Go to the Export option in the File menu and select the Export as PDF option afterwards. Once your workbook is prepared, click on it to save the document in PDF format so you can share it whenever needed.
Share as 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 select the Export as PPT option.
Share as Cross Table (Excel or CSV File)
To share your dashboard as an excel or CSV file, repeat the steps on the previous export options and select Export as crosstab to Excel. The file will then be exported in Excel or CSV format.
Inference
Part of what makes any data visualization or analysis tool so powerful is the ability to collaborate with others when analyzing and interpreting the results.
With business organizations dealing with large amounts of data more often, understanding the different ways to share your Tableau dashboards is a must for every Tableau user. The Tableau dashboard sharing options discussed above will help you choose the best option for your organization.
