How to Publish a Tableau Workbook to Tableau Server
Publishing a Tableau workbook to Tableau Server allows you to share it with others and make it accessible from anywhere. This can be done by publishing the workbook to a Tableau Server or Tableau Online server.
1
Open Tableau Desktop and Your Workbook
Launch Tableau Desktop and open the workbook you want to publish.
2
Click the 'Share Book with Others' Icon
Navigate to the icon that represents 'Share Book with Others' and click on it.
3
Login to Tableau Server
Enter your Tableau Server credentials to log in.
4
Dialogue Box Automatically Picks Tableau Server
A dialogue box will appear, and it will automatically select 'Tableau Server' for you.
5
Choose Project and Folder
You'll be prompted to choose the project and folder where you'd like to publish the workbook.
6
Configure Publishing Options
Set your publishing options like data source, permissions, and others as per your needs.
7
Click Publish
Once you've configured your settings, click the 'Publish' button.
8
Publishing Progress
You'll see a progress bar indicating that the workbook is being published.
By publishing your Tableau workbooks to Tableau Server, you can make them available to a wider audience and collaborate with others on your data analysis projects.