Publishing to Tableau Public - Step-by-Step Guide

Introduction

Publishing to Tableau Public lets you share your interactive dashboards online for free. It solves the problem of sharing your data stories with anyone without needing special software or accounts.

When you want to share a sales dashboard with your team and clients easily.

When you create a public report for a community project or event.

When you want to embed your interactive charts on a website or blog.

When you need to showcase your data visualization skills in a portfolio.

When you want to get feedback on your dashboard from a wide audience.

Steps

Step 1: Click

- File menu

A dropdown menu appears with options including 'Save to Tableau Public'.

Step 2: Select

- 'Save to Tableau Public' option in the File menu

A sign-in window opens if you are not already signed in.

Step 3: Enter

- Tableau Public sign-in window

You log in with your Tableau Public account credentials.

Step 4: Type

- Save dialog box

You name your workbook to identify it on Tableau Public.

Step 5: Click

- Save button in the dialog box

Your workbook uploads and publishes to your Tableau Public profile online.

Step 6: Open

- Your default web browser

The published dashboard appears on your Tableau Public profile page.

Before vs After

Before

Dashboard is saved locally on your computer and visible only to you.

After

Dashboard is uploaded and visible on your Tableau Public profile page accessible by anyone online.

Settings Reference

Workbook Name

📍 Save dialog box when publishing

To identify your workbook on Tableau Public for easy access and sharing.

Default: Untitled

Privacy

📍 Tableau Public account settings on the website

Tableau Public workbooks are always public and cannot be made private.

Default: Public

Common Mistakes

Trying to publish without signing in to Tableau Public.

Tableau Public requires a user account to upload and manage workbooks.

Always sign in with your Tableau Public account before publishing.

Expecting published dashboards to be private.

Tableau Public does not support private workbooks; all published content is public.

Use Tableau Server or Tableau Online for private sharing needs.

Summary

Publishing to Tableau Public shares your dashboards online for free and public access.

You must sign in with a Tableau Public account to publish your workbook.

All published workbooks are public and visible to anyone on the internet.

Practice

1. What is the main purpose of publishing a dashboard to Tableau Public?

easy

A. To create backups of your dashboards on your local computer

B. To share your dashboards online for free and make them visible to everyone

C. To export dashboards as PDF files for offline use

D. To keep your dashboards private and only accessible to you

Solution

1. Step 1: Understand Tableau Public's sharing feature

   Tableau Public allows users to share dashboards online for free, making them accessible to anyone with internet access.

2. Step 2: Compare options with this feature

   Options A, B, and C describe private use, exporting, or backups, which are not the main purpose of Tableau Public.

3. Final Answer:

   To share your dashboards online for free and make them visible to everyone -> Option B

4. Quick Check:

   Publishing to Tableau Public = Free public sharing [OK]

Hint: Remember: Tableau Public dashboards are always visible to all [OK]

Common Mistakes:

• Thinking Tableau Public keeps dashboards private
• Confusing publishing with exporting files
• Assuming publishing creates local backups

2. Which of the following is the correct first step to publish a workbook to Tableau Public?

easy

A. Sign in to your Tableau Public account within Tableau Desktop

B. Export the workbook as a PDF file

C. Save the workbook on your local computer without signing in

D. Create a new Tableau Server project

Solution

1. Step 1: Identify the publishing process

   Publishing to Tableau Public requires signing in to your Tableau Public account inside Tableau Desktop.

2. Step 2: Eliminate incorrect options

   Exporting as PDF, saving locally without signing in, or creating Tableau Server projects are unrelated to publishing on Tableau Public.

3. Final Answer:

   Sign in to your Tableau Public account within Tableau Desktop -> Option A

4. Quick Check:

   Sign in first to publish [OK]

Hint: Always sign in to Tableau Public before publishing [OK]

Common Mistakes:

• Trying to publish without signing in
• Confusing Tableau Public with Tableau Server
• Exporting instead of publishing

3. After signing in and naming your workbook, what happens when you click Save to Tableau Public?

medium

A. Your workbook is saved locally but not shared online

B. Your workbook is saved privately and only you can access it

C. Your workbook is emailed to your Tableau Public contacts

D. Your workbook is uploaded and becomes publicly visible on Tableau Public

Solution

1. Step 1: Understand the save action in Tableau Public

   Clicking 'Save to Tableau Public' uploads your workbook to the Tableau Public website, making it publicly accessible.

2. Step 2: Review other options

   Options A, C, and D describe local saving, emailing, or private saving, which do not happen when publishing to Tableau Public.

3. Final Answer:

   Your workbook is uploaded and becomes publicly visible on Tableau Public -> Option D

4. Quick Check:

   Save to Tableau Public = Upload and public visibility [OK]

Hint: Save to Tableau Public means upload and share publicly [OK]

Common Mistakes:

• Assuming saving only stores locally
• Thinking the workbook is emailed automatically
• Believing the workbook remains private

4. You tried to publish your workbook to Tableau Public but received an error saying you are not signed in. What should you do to fix this?

medium

A. Export the workbook as an image instead

B. Restart your computer and try publishing without signing in

C. Sign in to your Tableau Public account inside Tableau Desktop and try publishing again

D. Delete the workbook and create a new one

Solution

1. Step 1: Identify the cause of the error

   The error indicates you are not signed in, which is required to publish to Tableau Public.

2. Step 2: Correct the issue by signing in

   Signing in inside Tableau Desktop allows you to authenticate and publish your workbook successfully.

3. Final Answer:

   Sign in to your Tableau Public account inside Tableau Desktop and try publishing again -> Option C

4. Quick Check:

   Sign in to fix publishing errors [OK]

Hint: Always sign in before publishing to avoid errors [OK]

Common Mistakes:

• Ignoring the sign-in requirement
• Restarting without signing in
• Trying unrelated export options

5. You want to publish a dashboard to Tableau Public but keep some data private. Which approach is best?

hard

A. Remove or anonymize sensitive data before publishing the workbook

B. Publish normally and trust Tableau Public to hide private data

C. Publish the workbook and then delete it immediately

D. Publish the workbook but set a password to restrict access

Solution

1. Step 1: Understand Tableau Public's privacy model

   Tableau Public makes all published content visible to everyone; it does not support private or password-protected workbooks.

2. Step 2: Choose a method to protect sensitive data

   Removing or anonymizing sensitive data before publishing ensures private information is not exposed.

3. Final Answer:

   Remove or anonymize sensitive data before publishing the workbook -> Option A

4. Quick Check:

   Protect privacy by cleaning data before publishing [OK]

Hint: Clean sensitive data before publishing to keep it private [OK]

Common Mistakes:

• Assuming Tableau Public hides private data automatically
• Trying to password-protect Tableau Public workbooks
• Publishing then deleting to hide data