Tableau visualizations don't usually include the data behind the workbook. In this video, learn how to create a packaged workbook.
- [Instructor] Tableau is a useful and versatile program, but not everyone has a copy of it. 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 website. In this movie, I will show you how to create a packaged workbook, which contains both the visualization and the data. My sample file is 0308 packaged, and you can find it in the chapter three folder of the exercise files collection. My exercise file for this movie is different from the file type that I created for pretty much every other movie in the course. For those other movies, I have created packaged workbooks that include the data, so individuals who are watching this course and following along using Tableau online are able to complete the exercises. However, this workbook is what I would consider a regular workbook, a .twb file. To create a Tableau packaged workbook from a regular workbook, go to the File menu and then click Export Packaged Workbook. Then, in the Export Packaged Workbook dialog box, which is basically the Save As dialog box, make sure that the file name is correct, and that the Save As type is set to packaged workbook.twbx and also that you're in the directory where you want to save your file. With all that in place, go ahead and click Save and you will have created a Tableau packaged workbook that carries its data with it.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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