Join Curt Frye for an in-depth discussion in this video Creating a packaged workbook, part of Tableau 9 Essential Training.
- Tableau is a very useful and versatile program,…but not everyone has a copy.…If you want to share your Tableau workbooks with others…who might not have Tableau or at least not the full version,…you can do so by creating…what is called a Packaged Workbook.…Individuals who don't have the full version of Tableau…can view Packaged Workbooks in the Tableau viewer…which they can download from the Tableau software…website for free.…I will show you how to create a Packaged Workbook.…And I'll use the Packaged sample file.…
That is a Tableau workbook you can find…in the Chapter03 folder of your Exercise Files collection.…Creating a Packaged Workbook is actually…a very straightforward process.…To do it you just open the File menu and about a third…of the way down you'll see Export Packaged Workbook.…Go ahead and click that item.…Doing so displays the Export Packaged Workbook dialog box.…You can use the navigation controls in what is just…a slightly different version of the Save As dialog box…to select a new folder and you can also, if you want,…
Author
Curt Frye
Released
9/9/2015- Connecting to a data source
- Joining related data sources
- Creating visualizations
- Displaying the data underlying a workbook
- Creating custom calculations and fields
- Sorting and filtering data
- Adding crosstabs
- Creating heat maps, charts, and basic maps
- Building a dashboard
Skill Level Beginner
Duration
Views
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Introduction
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Welcome53s
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1. Introducing Tableau
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Downloading Tableau2m 21s
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Installing Tableau drivers1m 32s
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Getting help in Tableau3m 19s
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2. Managing Data Sources and Visualizations
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Connecting to a data source1m 51s
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Joining related data sources3m 18s
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3. Managing Tableau Worksheets and Workbooks
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Saving your changes2m 45s
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Creating a packaged workbook1m 42s
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4. Creating Custom Calculations and Fields
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Creating a calculated field2m 38s
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Adding a table calculation3m 15s
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5. Sorting and Filtering Tableau Data
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Creating a selection filter2m 46s
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Creating a top filter2m 47s
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6. Creating and Pivoting Crosstabs
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Unpivoting a crosstab1m 44s
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7. Formatting Tableau Visualizations
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Resizing a visualization3m 43s
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Creating a heat map2m 44s
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8. Creating Basic Charts
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Creating pie charts1m 22s
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Creating scatter plots2m 58s
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Creating histograms2m 45s
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Creating a treemap2m 57s
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9. Annotating and Formatting Charts
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Formatting chart elements4m 36s
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10. Creating Maps and Dashboards
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Creating a basic map3m 53s
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Setting map options2m 51s
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Creating a dashboard2m 10s
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Conclusion
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Further resources1m 19s
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Video: Creating a packaged workbook