You can downgrade workbooks to share them with people using older versions of Tableau products.
Important: When you downgrade to an older version, any features or functionality that aren't available in that version are removed for compatibility. Additionally, any calculated fields created in the newer version that use functions unavailable in the older version will have to be manually corrected or removed upon downgrade.
In Tableau Desktop select File > Export As Version and select the version that you want to downgrade to. (The earliest version you can export is Tableau Desktop 10.5.)
- Save the workbook to your My Tableau Repository or a selected folder.
If you're using a newer version of Tableau Desktop with an older version of Tableau Server, you can downgrade to the older Tableau Server version when you choose Server > Publish Workbook. A warning message appears indicating that workbook will be downgraded when published:
If you later open the downgraded workbook in the newer version of Tableau Desktop, you'll see a message like the one shown below. You may then need to add back the features that were removed when the workbook was downgraded.
Note: Data sources are not downgraded during publishing.
If you're using Tableau Cloud or Tableau Server, you can download a workbook to be opened in an older version of Tableau Desktop.
To identify which version of Tableau Desktop you're using, select Help > About Tableau from the top menu.
In Tableau Server or Tableau Cloud, open the view you'd like to download.
Click the Download button, and then click Tableau Workbook.
Select the version that you want to export to. (The earliest version you can download is Tableau Desktop 10.5.)
For more information, see Download Views and Workbooks.
Additional compatibility resources
In the Tableau Deployment Guide, check out Make Workbooks Compatible Between Versions to learn more about how different versions of Tableau products interact.