This post is part of our series covering tips, tricks, and ideas in Tableau Online, our cloud collaboration and sharing platform.
When it comes to analytics, sharing is caring. But we often hear questions like:
What options do I have for sharing? How do I encourage others to ask questions of my data? How do I put dashboards and visualizations where they’ll be seen the most?
In a previous post, we outlined how to publish your analytics to Tableau Online. Next comes sharing.
Your workbooks live in projects on your Tableau Online site. Anybody with access to those projects can see your workbooks.
However, there are many occasions when you might want to lead someone directly to a certain piece of content. In times like these, it’s easy for you to share links with others by pasting them into an email.
But imagine you’ve discovered something really important in a certain product group or manufacturing site. Instead of sending a link to the original dashboard and describing how to find your specific insight, consider sending a direct link to the view you’ve already created!
You can do this simply by saving your specific view in Tableau Online and sharing it with your colleague or team.
Subscribing to Views
People spend hours each day in their email application. That’s why people often prefer to get email updates of their favourite dashboards right in their inbox. Using the subscriptions button, people can subscribe to dashboards and get the any updates and a link to the interactive version delivered directly to their inbox.
Sharing Data Sources
We saw in an earlier post how to publish data sources to Tableau Online. This is a really powerful way to share access to important data with others.
There are probably people in your team who’d like to ask their own questions of the data. But they might not know the underlying data source or structure very well. Giving them access to a data source empowers them to start their own conversation with the data. You can even define the data model by joining multiple tables or adding groups, hierarchies, or calculated fields to the data!
When publishing your data source, make sure you set the right permissions. Most databases or applications have their own credentials, and you’ll need to embed them in the data source if people will be accessing it from Tableau Online. You can read more about what to look out for when publishing data sources in this Online Help guide.
Embedding your Views
Another powerful way to share your insights is to put your visualization in places where people are already looking. That’s why we make it easy for you to embed your dashboards in your own website or company portal. You can simply copy and paste the embed code for a dashboard and place it into an iframe.
If you want to create a seamless single sign-on experience for your users, you can use SAML authentication. When using a SAML Identity Provider (IdP) like Okta or Ping, Tableau recognizes a viewer’s identity, meaning you’ll never have to enter a second level of authentication to see your viz.
Want to see more quick tips for using Tableau Online? Stay tuned for our next installment of the Tableau Online Tips blog series. If you’d like to see us blog about a certain topic, let us know in the comments below.
And if you haven’t yet tried Tableau Online, start your free trial today!