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 , 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 off the Tableau software website.
- [Instructor] 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. In this movie, I will show you how to create a packaged workbook. And my sample file is called CreatePackage, and it's a workbook you can find in the Chapter03 folder of your Exercise Files collection.
To create a packaged workbook, which contains the visualization, and also the data used to drive the visualization, go to the File menu, and then about a quarter of the way down, click Export Packaged Workbook. Doing so takes you to the Export Packaged Workbook dialog box. And if it looks suspiciously similar to the Save As dialog box, you're absolutely right. It's just a very minor variation. The difference is that the Save as type item, or list box, has been changed to Tableau Packaged Workbook.
With that in place, you can type in a File name. In this case, I'll just leave it as CreatePackage. And when you're done, click Save. And that's all there is to it. You have now saved a packaged workbook that you can share with your colleagues, and they can look at it and view its contents using the Tableau Viewer.
Author
Updated
5/10/2017Released
10/13/2016- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboard and actions
Skill Level Intermediate
Duration
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Q. This course was updated 5/10/2017. What topics were part of the update?
A. Topics related to version 10.1 and 10.2 were part of the course update.
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Introduction
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Welcome59s
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1. Introducing Tableau
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Downloading Tableau2m 36s
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Installing Tableau drivers2m 15s
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Getting help in Tableau2m 2s
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2. Managing Data Sources and Visualizations
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Connecting to a data source1m 56s
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Joining related data sources3m 27s
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Cleaning up source data2m 37s
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3. Managing Tableau Worksheets and Workbooks
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Saving your changes2m 24s
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Creating a packaged workbook1m 33s
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4. Creating Custom Calculations and Fields
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Creating a calculated field3m 21s
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Adding a table calculation3m 46s
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5. Analyzing Data Using Statistical Tools
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Displaying the Summary Card2m 30s
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Forecasting future values3m 58s
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6. Sorting and Filtering Tableau Data
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Creating a selection filter2m 58s
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Creating a wildcard filter3m 50s
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Creating a condition filter2m 53s
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Creating a top filter2m 46s
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7. Defining Groups and Sets
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Defining a group1m 55s
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Defining a set2m 14s
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Combining sets3m 31s
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Editing and deleting sets1m 37s
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8. Creating and Pivoting Crosstabs
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Creating a crosstab3m 20s
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Unpivoting a crosstab1m 50s
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9. Formatting Tableau Visualizations
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Resizing a visualization3m 39s
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10. Creating Basic Charts
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Creating pie charts3m 45s
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Creating scatter plots3m 19s
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Identifying data clusters3m 54s
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Creating histograms3m 6s
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Creating a treemap3m 26s
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11. Annotating and Formatting Charts
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Adding a text box to a chart2m 25s
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12. Mapping Geographic Data
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Creating a basic map4m 24s
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Setting map options3m 46s
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Defining custom regions3m 57s
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13. Creating Dashboards and Actions
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Creating a dashboard3m 54s
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Defining a filter action2m 40s
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Defining a highlight action3m 44s
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Defining a URL action2m 36s
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14. What's New in Tableau 10.1 and 10.2
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Export data to CSV files1m 20s
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Scale maps dynamically1m 34s
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Conclusion
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Further resources1m 17s
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Video: Creating a packaged workbook