Sharing Tableau Workbooks and Dashboards

Users of UW-Madison's institutional Tableau workbooks may want to share workbooks or dashboards with colleagues. This KB article explains how to share Tableau content.

How to Share Tableau Workbooks and Dashboards

To share a Tableau workbook or dashboard:
  1. Click Share in the menu above or below the active dashboard. 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. To learn how to save a custom view, go to: kb.wisc.edu/msndata/tableau-custom-view



  2. 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 Mac OS) and paste it into another application or document.



  3. To share the link via email, click Email Link. A new message will open in your email application, if set up on your system.


    Need More Information or Help?

    If you have questions about this Tableau document, please contact Melissa Chan, Office of Data Management and Analytics Services (ODMAS) at melissa.chan@wisc.edu.



Keywords:Tableau Share Sharing   Doc ID:80986
Owner:McKinney A.Group:Office of Data Management & Analytics Services KB
Created:2018-03-19 09:56 CDTUpdated:2018-07-11 08:59 CDT
Sites:Office of Data Management & Analytics Services KB
CleanURL:https://kb.wisc.edu/tableau-sharing
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