Tableau · Quick Reference

Lesson 15 — Publishing & Tableau Server/Online Cheat Sheet

Tableau

In one line: Publish ☁️ Tableau Online / 🖧 Server Projects & Workbooks Permissions & Roles Scheduled Refreshes Access 👤 Creators Can publish + edit 👁️ Viewers Can view + interact ...

Key Ideas

1Tableau Public vs Server vs Online — Choosing the Right Platform. Tableau has three platforms for sharing dashboards. Each targets a different audience and has fundamentally different security and cost models. Choosing the wrong one ...

2Publishing Workbooks and Data Sources. Publishing from Tableau Desktop to Server/Cloud is straightforward, but understanding the options available at publish time makes a significant difference in how usabl...

3Permissions and Row-Level Security. Access control is one of the most critical responsibilities when publishing to an enterprise Server. Getting permissions wrong either exposes sensitive data or frustra...

4Scheduling Extract Refreshes. Published extracts need to stay fresh. Tableau Server and Cloud have a built-in scheduling system that automatically refreshes extracts at configurable intervals, conn...

5Embedding Dashboards in Websites & Portals. One of Tableau's most powerful deployment capabilities is embedding — placing an interactive Tableau dashboard directly inside a web page, intranet portal, Salesforce,...