You can embed interactive Tableau views and dashboards into web pages, blogs, wiki pages, web applications, and intranet portals. Embedded views update as the underlying data changes, or as their workbooks are updated on Tableau Server or Tableau Online.
For users who wish to develop Tableau visualizations for the purpose of sharing the content on a website, you will need Tableau Public.
Tableau Public is a completely FREE version of Tableau Desktop.
It allows users to develop and publish interactive data visualizations to the Tableau Public server and optionally embed on a website. All work is saved and published to the Tableau Public web servers—nothing is saved locally on your computer.
Tableau Public is free software that can allow anyone to connect to a spreadsheet or file and create interactive data visualizations for the web. This video assumes that you have a Tableau workbook generated that you are ready to put online on public.tableau.com. If you want to follow along with this p. May 30, 2014 Go to the view in Tableau Public. Select the option 'Share' at the bottom of the view and copy the link provided in the Link section. Add the link in the iframe code. For more information about how to embed URLs, see Writing embed code.
TIP: See Tableau Public in use at Brown on the Office of Institutional Research website.
Just as you are responsible for the information you publish on a website, you are responsible for the content you publish to Tableau Public.
It is your responsibility to safeguard university data.
In light of this important responsibility, we want to remind you of Brown's computing policies—especially the following you agreed to when you were hired.
Where to go for help:
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 Online, enter https://online.tableau.com. For more information, see Sign in to Tableau Server or Online.
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 Online, 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.
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 Online.
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 filesrvdatasource.xls.
For Tableau Online
If you're publishing to Tableau Online and the workbook connects to on-premises data, like Excel or text, which Tableau Online cannot connect to directly, you will need to do one of the following:
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.