Tableau

Workout Wednesday is a weekly challenge to re-create a data-driven visualization. The challenges are designed to kick-start personal development in Tableau and Power BI. Each Wednesday a challenges are released and participants are asked to replicate the challenge that is posed as closely as possible. For related information and examples, see A Rough Guide to Dashboard Actions (Link opens in a new window) on the Tableau Public blog. Watch a Video: To see related concepts demonstrated in Tableau, watch the free training video Dashboard Interactivity Using Actions (Link opens in a new window) (5:43 minutes). Tableau Desktop Tableau Public; Pricing: Personal Edition - $35 per month Professional Edition - $70 per month: Free and Open Source: Data Source Connection. When there are five Tableau products in the market, what is so unique about Tableau Public?Essentially, it is the free to use and open-source version among all the Tableau products that offer to publish reports publicly.

In this section I’ll walk you through how to publish your viz from Tableau Desktop to Tableau Public.

Public

Once you’ve completed your dashboard, follow these steps:

Tableau Software Download

- Server, Tableau Public, Save to Tableau Public As

*You may be prompted to log into your Tableau Public profile first if this is your first time publishing.

Next, fill out the title you want your viz to have and click “save”. Next you may see a message like this:

This message means that your connection to the Sample-Superstore data set is a live connection. Tableau Public cannot host live connections, so you’ll need to convert your connection to an extract (like a frozen screenshot of your data).

Go to one of your worksheets and follow these steps:

- Right click “Sample-Superstore” at the top left corner and select Extract Data

Tableau

Hit extract again and return to your dashboard to follow the steps to publishing it again. Once you hit Save, you’ll be taken to your Tableau Public page.

Here you see that my dashboard has been published. It is greyed out because I automatically set my vizzes to “hidden”. You can choose to do this or not by going to your settings page. I do this because if your viz isn’t hidden it will appear on your follower’s activity feed even if you delete it later. If you set it to automatically hide itself, you can edit it in the browser until you’re ready to unhide it by clicking the little eye icon.

So What’s the Difference?

Many people are often confused by the different software options that Tableau offers. Essentially there are three tiers in the software options. Each having an increasing layer of of features which are also related to price. Additionally, your intention will also govern what software version you should incorporate into your analysis stack.

The diagram below will give you a basic idea what versions of the software you may need:

Public

Tableau Public

This is essentially a free version of Tableau visualization software. It allows you to use the majority of the software functions.You can create visualizations and connect to CSVs, Text and Excel documents. However, the largest difference is that Tableau Public does not allow you to save your workbooks locally. You have to save them on the publicly which means that everyone can see your data since it’s saved on the cloud.

Tableau Desktop

Tableau Public Download Free

Tableau desktop offers all the full features of software. Your workbooks can be share locally. This version allows you the connect to different file types, create extracts of the data sources and save your Tableau workbooks locally and publicly. The only thing that is missing here is the data connection types. You will not be able to have a direct connection to a database or web and software APIs.

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Tableau Reader

Tableau Reader allows you to read the Tableau file types. If you want to share your workbook by sending a file, the receiver will need a Tableau reader to open the document. Without the reader, you may need share it publicly or convert the workbook into a PDF format.

Tableau Public Download

Tableau Server

Tableau Online Sign In

Tableau Server allows users to save workbooks securely across the organization using a secure server. This eliminates the need for a user to have to share the workbook publicly. However, this comes at additional cost.

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