How to Save your Tableau Workbook in Tableau Desktop twb, twbx, Publish, Public

Welcome back to Interactive Training! In this session, we'll explore how to save your work in Tableau Desktop effectively. Whether you're looking to share your dashboards with colleagues, ensure compatibility across different Tableau versions, or publish your work to online platforms, this tutorial will guide you through the four main methods to save your Tableau projects. Learn the differences between .twbx and .twb files, how to export to lower versions for compatibility, publishing to Tableau Server or Tableau Online, and saving to Tableau Public while maintaining data privacy.

🔹 How to Save Your Work in Tableau Desktop | Interactive Training 🔹

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📌 What You'll Learn:

Using Save As: Learn how to save your work as .twbx (includes data) or .twb (excludes data) files and understand the differences between them.
Exporting to Lower Versions: Discover how to export your workbook to a lower Tableau version to ensure compatibility with co-workers who may have older versions of Tableau.
Publishing to Tableau Server or Tableau Online: Understand how to publish your workbook to Tableau Server or Tableau Online for easy sharing and collaboration with your team.
Saving to Tableau Public: Learn how to save your workbook to Tableau Public, including the necessary precautions to avoid publishing sensitive data.
💡 Why Save Your Work in Tableau Desktop?

Data Sharing: Easily share your dashboards and reports with team members and stakeholders.
Version Control: Maintain compatibility and ensure your co-workers can access your work regardless of their Tableau version.
Collaboration: Leverage Tableau Server or Tableau Online for collaborative reporting and data analysis.
Data Security: Choose the right saving option based on the sensitivity of your data, whether keeping it private or sharing it publicly.
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If you’re working with somebody who has a lower level of Tableau desktop than you do you might you have to export it as a lower version so if your co-worker has Tableau 2020.4 you’re going to have to export it as 2020.4 or they won’t be able to open it they will not be able to open a version 2021.4 you also have the option to choose between twbx and twb
A third way to save your work is by publishing it to Tableau server or Tableau online by clicking server publish workbook you’ll be given the option to edit add your credentials and publisher work to Tello online or Tableau server by clicking connect
A fourth way to publish your work is to click server Tableau public and save to Tableau public as you’ll need a type of public account and make sure you don’t publish sensitive data this is a public site that anybody in the world can access and that’s four ways to save your work in Tableau desktop I hope this helps
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[DanielRong]

May I ask how to bring the Tableau task bar. I don't have the entire line from 'File' to 'Help'. Thank you so much.

[chefernandez]

I don't have those save options! I have tableu free public so it only offers to save tableu public

[windyfebbiayuni]

the export button is disable, what should i do