Create or Open Workbooks

Applies to: Tableau Desktop

A workbook contains one or more sheets, each of which can be a worksheet, dashboard, or story. You can use workbooks to organize, save, share, and publish your results.

Create or open a workbook

When you open Tableau, a new, blank workbook opens automatically.

To create a new workbook, select File > New

To open an existing workbook, click the thumbnail image of the workbook on the start page.

You can open multiple workbooks simultaneously. Each workbook appears in its own window.

Note: When you open multiple workbooks in Tableau Desktop on the Mac, multiple instances of the application are created, each with its own icon in the Dock. This differs from typical Mac application behavior, where one instance of the application handles all open documents.

Open a workbook that has an unsupported data connection on the Mac

When working in Tableau Desktop on the Mac, you might need to open a Windows workbook that contains data sources that are not supported in Tableau Desktop on the Mac. To do so, follow the steps below:

  1. In Tableau Desktop on Windows, save the workbook as an extract. To create and save an extract, on the Data menu, select a data source, and then select Extract Data.

  2. Open the extract file (.hyper) you saved in Tableau Desktop on your Mac.

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