Comprehensive Steps to Publish a Workbook
In Tableau Desktop, open the workbook you want to publish.
Select Server > Publish Workbook.
If the Publish Workbook option does not appear on the Server menu, make sure a worksheet or dashboard tab is active (not the Data Source tab).
If necessary, sign in to a server. For Tableau Cloud, enter https://online.tableau.com. For more information, see Sign in to Tableau Server or Tableau Cloud.
In the Publish Workbook dialog box, select the project, enter a name for the workbook, and add search tags.
Tags help users find related workbooks when they browse the server. Separate tags using a comma or space. To add a tag that contains a space, put the tag in quotation marks.
For Permissions, accept the default project settings.
Generally, a site administrator manages permissions on the server. If you think your workbook is an exception, work with your administrator to determine the best course of action, and see Set Permissions as You Publish a Data Source or Workbook.
For Data Sources, select Edit if you want to change whether the data is embedded in the workbook or published separately, or change how people authenticate with data sources.
If you’re publishing an extract and want to set up a refresh schedule, you must select Embed password or Allow refresh access.
If your workbook connects to a Tableau data source, we recommend embedding the password. If you instead choose to prompt users, they'll need additional permissions on the data source.
For more information, see Set Credentials for Accessing Your Published Data.
Configure Variable publishing options that are available for this workbook.
(Optional) Set up a refresh schedule for each extract you published.
The publishing workflow guides you through these steps. For some data types you publish to Tableau Cloud, the publishing process starts Tableau Bridge on your computer.
For more information, see Schedule Extract Refreshes as You Publish a Workbook.
The following options appear when they’re appropriate for the workbook.
By default, Tableau Desktop publishes all sheets in a multiple-sheet workbook. In the Sheets section of the Publish Workbook dialog box, you can specify which sheets to include. Hiding sheets is useful when you want to publish a dashboard or story without showing the worksheets that were used to create it.
Important: Hiding sheets is not a security measure. Anyone who has the Download/Web Save As capability can access the hidden sheets. Other editing permissions can also allow access to hidden sheets. For more information, see Content Access and Ownership(Link opens in a new window) in Tableau Server Help.
Warning: If any changes are made to the selection of sheets, such as deselecting, reselecting, or using the 'All'/'Only Dashboards' buttons, custom permissions will be removed from the corresponding views. This happens when a workbook with custom view permissions is republished while the 'show sheets as tabs' option is disabled.
If you select multiple sheets to show, you can specify how users navigate them.
Select the Show Sheets as Tabs check box to provide tab-based navigation.
Clear the check box to allow people to open only one view at a time.
Note that how sheet tabs are configured also impacts permissions. When a workbook shows sheets as tabs, workbook-level permission rules are applied to the sheets. When the sheets are not shown as tabs, any changes made to workbook permissions do not apply to the individual sheets (aka views). View-level permissions must be set independently. See the Set Content Permissions(Link opens in a new window) tab in the Permissions(Link opens in a new window) topic for more information.
Select this to highlight a particular portion of the view when others open the workbook. Make your selections in Tableau Desktop before you start the publishing process.
In general, if your views contain information that isn't available to the server or other users, you can use the Include External Files option when you publish. With this option, you can include an Excel, CSV, or other data source file local to your computer. However, the availability of this option depends on whether you are publishing to Tableau Server or Tableau Cloud.
For Tableau Server
If you're publishing to Tableau Server, and the workbook references data or images on a mapped drive, you can select the Include External Files when you publish. Alternatively, you can change the connection information so that the workbook references the UNC path to the data. For example, you could change D:\datasource.xls to \\filesrv\datasource.xls.
For Tableau Cloud
If you're publishing to Tableau Cloud and the workbook connects to on-premises data, like Excel or text, which Tableau Cloud cannot connect to directly, you will need to do one of the following:
- Check to see if all the connections (Supported Connectors(Link opens in a new window)) in the data source are supported by Tableau Bridge. If so, you can ignore the check box, but you must use Tableau Bridge to keep the data fresh. For more information, see Use Tableau Bridge to Keep Tableau Cloud Data Fresh(Link opens in a new window).
- If one of the connections in the data source is not supported by Tableau Bridge, you'll need to select the "Include External Files" check box so that Tableau Cloud can refresh the data that Tableau can connect to directly. The file-based data cannot refresh and its data will remain static in this case.
Preview device layouts
To see how your designs appear on mobile devices, click Preview device layouts in the browser when publishing is complete. Then choose a device type above the viz, and a specific dashboard from the menu at right.
If you don't like a device preview, open the workbook in Tableau Desktop, adjust device layouts, and republish.
On the server, users can browse Tableau content with a thumbnail view. These thumbnail images are based on workbook sheets. If your workbook contains user filters, you can specify which user’s filter to use when creating the thumbnails. For example, if you want the thumbnail image to show all regions of a sales forecast, you can generate thumbnails based on a user who is allowed to see all regions.
In the following scenarios, a generic image appears in place of the view thumbnail.
The user you select does not have permission to see the data.
The data is from a Tableau Server data source that utilizes data source filters, user calculations, impersonation, or other user references.
To learn more about user filters, see Restrict Access at the Data Row Level.