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Week 10

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11 views2 pages

Week 10

Uploaded by

anishdubey590
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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Aim: Tableau file types, publishing to Tableau Online, sharing visualizations, and

printing and exporting


1. Tableau File Types
Tableau uses several primary file types:

Tableau Workbook (.twb): Stores visualizations, dashboards, and layout but does not
contain data—only links to it.
Tableau Packaged Workbook (.twbx): Contains the workbook and any external data or
images, making it easy to share without separate data files.
Data Extract (.hyper/.tde): Compressed versions of datasets for faster performance.
Tableau Data Source (.tds/.tdsx): Defines the data source, including connection
details and customizations.
Tableau Bookmark (.tbm): Allows you to save individual sheets or visualizations for
reuse in other workbooks.
Tableau Online Workbook: A workbook saved directly to Tableau Online once
published.
2. Publishing to Tableau Online
Steps to publish:

Open the Superstore Dataset in Tableau Desktop. Start by connecting to the


Superstore data source if it’s not already open.
Prepare Your Visualization. Create visualizations, dashboards, and story points.
Go to Server > Publish Workbook.
Sign In to Tableau Online. Enter your Tableau Online credentials if prompted.
Select the Destination. Choose the project folder in Tableau Online where you want
to save the workbook.
Choose Data Source Options. Select either to "Embed password" (for database
connections) or "Extract data" to ensure data is included.
Set Permissions and Settings. Define who can view or edit the workbook.
Click Publish.
Output: Your workbook will be uploaded to Tableau Online under the specified
project. A URL will be provided for accessing it, which can be shared with others.

3. Sharing Your Visualizations


After your workbook is on Tableau Online, you can share it in several ways:

Share Link: Copy the URL and share it directly with users who have access.
Embed Code: For web embedding, go to the workbook in Tableau Online, select
"Share," and use the "Embed Code" option.
Email Subscription: Set up an email subscription from Tableau Online to regularly
send a static snapshot to users.
Export as PDF/PowerPoint: Use the export options to create presentations or PDFs
for offline sharing.
4. Printing and Exporting Visualizations
Steps for printing and exporting:

Open the Visualization in Tableau Desktop. Ensure the Superstore dataset


visualization is ready.
Print to PDF. Go to "File > Print to PDF" to print a static version. Choose which
dashboards or sheets to include.
Export to PDF/PowerPoint. Select "File > Export As" and choose PDF or PowerPoint
based on your need.
Export Data. To export the data behind the visualization, right-click the
visualization and select "Export Data" or "Export Crosstab."
Output:

PDF/PowerPoint: You’ll get a PDF or PowerPoint file containing your dashboard


layout and data visualizations, suitable for offline use or presentations.
Excel/Data File: If you export data, you’ll receive a CSV file containing the raw
data behind your visualization.

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