![]() ![]() A new message will open in your email application, if set up on your system. To share the link via email, click Email Link. To copy the link to place in an application or document, click in the Link textbox and copy the link (Ctrl+C in Windows, Command+C in macOS) and paste it into another application or document. Open the Superstore flow, open the Roll Up Sales Aggregation step, and add Order Date to Grouped Fields. ![]() Once you have done that a webpage will pop up with your dashboard on your Tableau Public profile. This will allow you to load up your workbooks to the web and share them. To do this, you’ll use a multi-row calculation in Tableau Prep to ensure your sales managers can filter on month without having to worry about impacting calculation results. You will then be asked to sign into the Tableau Public account you had created. To learn how to save a custom view, go to: Saving Custom Views in Tableau While you are waiting for the app to download it is a good idea to select Sign Up to create a Tableau Public Account as displayed in Figure 11.2. The active view is what will be shared, so if the user wants to share the workbook, the user should click the Share button while at the Homepage dashboard with Original view selected if the user wants to share what the user is currently seeing, and it is different than the original view, the user should first save the view as a custom view, and then click the Share button. Authors interested in accessing their profile can log in to their account at and click My Profile on the left side of the page. Step 3: Download the App by entering your email address and click. Monitor Tableau Public status changes, problems, outages, and user reports. To see these instructions in a video tutorial, go to this YouTube video on Sharing Customized Tableau Workbooks.Ĭlick Share in the menu above or below the active dashboard. Step 2: Click on Sign Up in the top right corner to create a profile on Tableau Public. Log in now Included with your account The latest product updates Access to personalized content Single-click access to gated content Explore your My Tableau page for more Need an account Download your files by creating a account with the form below. How to Share Tableau Workbooks and Dashboards This KB article explains how to share Tableau content. Users of UW-Madison's institutional Tableau workbooks may want to share workbooks or dashboards with colleagues. ![]()
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