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SIX WAYS TO PUBLISH & SHARE TABLEAU CONTENT You created your first Tableau dashboard and now you want to share it. What‘s the best way to do so? If you are new to Tableau, figuring out the best way to publish and share your Tableau workbooks, dashboards and worksheets can be confusing as there are many options. Tableau content can be published to Tableau Server, distributed via Tableau Mobile, Tableau Reader, Tableau Desktop or sent as static images.

All of these options have different capabilities, security models and requirements. In this blog post, we’ll look at six options for publishing and sharing Tableau workbooks and dashboards.

We'll discuss the pros, cons and requirements for each option so you can make the best decision for your organization. Options for publishing and sharing Tableau workbooks and dashboards • Tableau Server/Tableau Online • Tableau Mobile • Tableau Desktop • Tableau Reader • Tableau Public • Sharing an image When determining the best option for publishing and sharing, you’ll want to take into account the following criteria: • Device types used by your intended audience • Whether users can install client-based software • Whether the audience needs to edit or change the workbooks • Your access to Tableau Server • Licensing needs and the cost of them • Security requirements 1.

Tableau Server and Tableau Online are great options for publishing and sharing Tableau content. Tableau Server provides browser-based analytics without the need to download software. Tableau Online is the hosted SaaS version of Tableau Server and can also be used to publish and share dashboards and workbooks.

If the Tableau Server administrator has granted the appropriate permissions, users can share their Tableau content from within Tableau Server. With Tableau Server, content can be organized into sites, projects and groups; providing a better collaboration environment. Content can be shared via the share icon in Tableau Server (shown below). The share icon can be used to email a link to the workbook or embed a URL on a web page. Users can then access the published Tableau content via a web browser. Users can also subscribe to workbooks or worksheets published on Tableau Server. These workbooks can be set up for automatic refresh, ensuring the latest view of the data.

If end users are given edit permissions, they can make changes within Tableau Server's web authoring environment. As is the case for Tableau Mobile, users accessing this content will need the appropriate Tableau Server or Tableau Online license. NOTE: If you want to regularly email your audience a Tableau worksheet or dashboard, Tableau Server and Tableau Online both offer subscription capabilities. Users can be “subscribed” to the worksheet, dashboard or workbook on a daily, weekly or monthly basis (see below). With subscriptions, users receive a thumbnail of the worksheet or dashboard in their email. When clicked on, the thumbnail launches content from within Tableau Server/Tableau Online.

To learn more about Tableau Server, refer to these resources: 2. Tableau Mobile is an extension of Tableau Server that runs on mobile devices including iPads, iPhones, Androids and Chromebooks. This product can be used to view workbooks, worksheets and dashboards stored on Tableau Server or Tableau Online (the hosted version of Tableau Server).

Tableau Mobile can’t open packaged workbooks in TWB or TWBX format (packaged workbooks). Users connecting to Tableau Server via Tableau Mobile require a Tableau Server or Tableau Online license. Kodi cache settings.

With Tableau Mobile, iPad users can view dashboards and workbooks published to Tableau Server, and if they have the proper permissions, they can edit them and create new worksheets using iPad native touch and drag capabilities. Content on iPhones, iPads, Chromebooks and Androids is fully interactive with regards to filters and dashboard/worksheet actions. The Tableau Mobile app is available to download from the Apple App Store and from Google Play.