Tableau Cookbook – Recipes for Data Visualization

Publishing our work to Tableau Server or Tableau Online

When we share a packaged workbook with our end users, they will need to have the Tableau Reader to use and interact with it. Just as we need a PDF reader to open a PDF file, similarly, we will need a Tableau Reader to open a Tableau packaged workbook. In the previous recipe, we learned that when we save the file as a packaged workbook, it also packages a copy of the data. This copy of the data is actually a static snapshot of the data at a particular point in time. So, every time our end users need the dashboards with the updated data, we will have to open the file in Tableau Desktop, refresh the data and re-save the file as a packaged workbook, and then share it via e-mail, shared drives, ...