DATA VISUALIZATION USING TABLEAU PROGRAME

DATA VISUALIZATION USING TABLEAU PROGRAME

1. Data Visualization using Tableau Session 4 1 Thursday, September 26, 2024

2. Meaning of publishing a dashboard Publishing a Tableau dashboard to Tableau Server or Cloud (Online) Sharing a dashboard with Tableau users How to share a Tableau dashboard with non-Tableau users How to publish a Tableau dashboard to a website Agenda 2

3. Understanding Dashboard Sharing Publishing a Tableau dashboard means taking a workbook created in Tableau Desktop and sharing it with others via Tableau Server, Tableau Online, or Tableau Public, making your visual analytics accessible to others through various methods.   Importance: Enables collaborative decision-making and broader data-driven insights across teams and organizations. 3 T he publishing dashboard in Tableau is limited to three options: 1- Tableau Server 2- Cloud (Online) 3- Public Whereas you can share a Tableau dashboard/workbook in many ways. For example, you can save your dashboard as a Tableau Packaged Workbook (. twbx ) file to your computer and share it via a cloud drive.

4. Methods of Distributing Dashboards Permissions: Control who can view or interact with the dashboard. Embedding: Integrating dashboards into websites or portals for seamless access. Distribution Options: Using Tableau Server, Tableau Online, and Tableau Public for sharing. 4

5. Publishing a Tableau dashboard to Tableau Server or Cloud (Online) 5

6. Sharing a dashboard with Tableau users 6 Share with people  – you’ll need to enter the name(s) of users within your organization to share the dashboard with. They’ll get notified about your shared view. Share using a link  – you can copy a link to the dashboard and share it yourself. Copy Embed Code  – you can embed your Tableau visualization dashboard on a website or webpage.

7. Sharing a dashboard with Tableau users 7 Embed Code  – you can embed your dashboard on a website or webpage. Link  – you can copy a link to the dashboard and share it yourself. Email   icon  – you can send an email using your default email client. Twitter/Facebook icon  – you can share the dashboard on the chosen SoMe .

8. Setting Permissions Examples of permission levels: Viewer, Interactor, Editor. Best practices for managing user access. 8

9. Embedding Dashboards Integrating dashboards into web pages. Customizing embedded views to match the host application. 9

10. How to publish a Tableau Dashboard to a website 10 To publish your Tableau dashboard from Tableau Desktop, you’ll first need to publish it to either Tableau Cloud (Online), Tableau Server, or Tableau Public. Then, you’ll be able to get an embed code to insert into your website.

11. Interactive Elements for Engagement Utilizing dashboard actions like filters, highlights, and URL actions to create interactive reports. 11

12. Leveraging Tableau's Sharing Features Overview: Tableau provides various features that enhance the sharing and distribution of dashboards, ensuring that stakeholders can receive timely, relevant, and actionable insights. 12

13. Overview: Tableau provides various features that enhance the sharing and distribution of dashboards, ensuring that stakeholders can receive timely, relevant, and actionable insights. 13 Leveraging Tableau's Sharing Features

14. Key Features for Enhanced Sharing 1- Subscriptions: Description: Allows users to subscribe themselves or others to periodic emails containing snapshots of the dashboards. Benefits: Ensures timely updates, enabling decision-makers to stay informed without needing to manually check the dashboard. How to Use: Set up via the Subscriptions tab on Tableau Server or Online; users can choose the frequency and time of updates. 14

15. Key Features for Enhanced Sharing 2- Data-Driven Alerts: Description: Alerts can be set up to notify users about specific changes or thresholds being met in the data. Benefits: Provides real-time updates which are crucial for timely interventions or decisions. How to Use: Configure alerts directly from a view by selecting specific conditions that trigger notifications. 15

16. Key Features for Enhanced Sharing 3- Mobile Accessibility: Description: Tableau Mobile enhances the accessibility of dashboards through optimized views on mobile devices. Benefits: Allows on-the-go access to dashboards, facilitating immediate data-driven decisions from anywhere. How to Use: Access through the Tableau Mobile app, with dashboards automatically adjusted for mobile viewing. 16

17. Key Features for Enhanced Sharing 4- Guest Access: Description: Enables non-licensed users to view specific dashboards on Tableau Server or Online, controlled by permissions. Benefits: Expands access to critical data insights across extended teams or stakeholders without full licenses. How to Use: Admins can enable Guest Access in the server settings and manage access through permissions. 17

18. Key Features for Enhanced Sharing 5- Embedded Analytics: Description: Embed Tableau dashboards into websites, portals, or applications to integrate analytical insights directly into user workflows. Benefits: Provides seamless integration and constant visibility of key metrics within other software environments. How to Use: Use the Embed Code feature from the dashboard menu to generate HTML code that can be inserted into web pages. 18

19. 19 Let's practice

20. Any Questions ? 20

21. Thank You 21