Wednesday, June 14, 2023

What are the steps to Publish a Report on Tableau Server?

 To Publish a Report on the Tableau Server, follow these steps:

1.Prepare your Workbook:

  • Ensure that your Tableau workbook is fully developed and ready for publication. This includes completing any necessary data source connections, creating visualizations, and designing your dashboard.

2.Sign in to Tableau Server:

  • Open a web browser and navigate to your Tableau Server URL.
  • Enter your credentials to sign in with the appropriate user account that has publishing permissions.

3.Navigate to the Project:

  • Once logged in, browse to the project where you want to publish your report. Projects help organize and categorize content on Tableau Server.

4.Click on "New" and Select "Workbook":

  • Within the chosen project, click on the "New" button located at the top-left corner.
  • From the dropdown menu, select "Workbook" to initiate the publishing process.

5.Choose a File to Publish:

  • Click on the "Select a file to publish" button.
  • Browse and select the Tableau workbook (.twbx or .twb) file from your local machine.

6.Specify Publishing Details:

  • Enter the desired name for the report in the "Name" field.
  • Optionally, provide a description to provide additional context.
  • Choose whether to overwrite an existing workbook if the name conflicts.

7.Configure Permissions:

  • Determine the permissions for the report by setting the appropriate access levels for different users or groups. This includes permissions for viewing, editing, and managing the report.

8.Select the Workbook Content:

  • Choose whether to include the data source with the workbook or to link to the published data source on Tableau Server. The latter option allows for separate management of data sources.

9.Publish the Report:

  • Click on the "Publish" button to initiate the publishing process.
  • The Tableau Server will upload the workbook and make it accessible to users based on the permissions assigned.

10.Verify and Access the Published Report:

  • Once the publishing process is complete, you will be directed to the published report.
  • Verify that the report is displaying as intended and ensure that all interactive features are functioning correctly.

Congratulations! You have successfully published your report on the Tableau Server. Users with appropriate permissions can now access and interact with the report through their web browsers, enabling collaboration and sharing insights within your organization.

Thanks for Reading, Subscribe us for more latest Visualization From scratch.  

No comments:

Post a Comment

If you have any doubts. Please let me know

How can you create an alias for a table in a SQL query?

In SQL, you can create an alias for a table in a query to give the table a temporary, alternative name that you can use in the query. Table ...