Tableau Server on Windows Help

Tableau Server administrators can specify at the site level whether to allow users to edit published views in the web environment and configure other web authoring functionality.

By default web authoring functionality is enabled for all sites. Users with the Web Edit capability can create and edit workbooks directly on the server. Turn off web authoring if you want users to be able to view and interact with published workbooks but not make any changes to the core information.

The steps below describe how to set web authoring and other associated functionality for an entire site. For more granular control over which users can use web editing, you can use projects, groups, and permissions. See Set Web Edit, Save, and Download Access on Content(Link opens in a new window).

For information about how to enable authoring for flows on the web, see Create and Interact with Flows on the Web(Link opens in a new window).

Turn web authoring on or off for a site

1. In a web browser, sign in to the server as an administrator and go to the site in which you want web authoring to be enabled. In that site, click Settings.

2. In the Web Authoring section, select Workbooks. Let users edit workbooks in their browser. to enable the functionality.

   Clear the check box to turn off web authoring for that site.

   

3. If your site is already in production, and you want the change to take effect immediately, restart the server.

   Otherwise, the change takes effect after server session caching expires or the next time users sign in after signing out.

Notes

• When you enable web authoring, make sure that, on the appropriate workbooks or views, the permission rule for a user or group allows the Web Edit capability.

• If you turn off web authoring on a production site and do not complete the last step to restart the server, users might continue to have authoring access until their session caches expire or they sign out.

See which sites allow web authoring

To confirm which sites allow web authoring, on the site-selection menu at the top, select Manage All Sites, and then go to the Sites page.

About cross-database joins

To improve performance for cross-database joins, Tableau will now default to deciding whether it should perform joins within Tableau using Hyper, or move data into the connected live database as a temporary table and perform joins there.

The option in Settings for each site to configure cross-database joins is still visible, but it can no longer be changed from the default.

For more information, see Improve performance for cross-database joins(Link opens in a new window).