To start working with your own analytics, you’ll want to move your existing workbooks into Tableau Online. This is called publishing.
First, create a new project into which you’ll publish your workbooks. Select the orange + New Project button and give it a name. Words work well; we’d suggest staying away from numbers.
Then use Tableau Desktop to open one of your workbooks. Find the Server menu from the top toolbar, and select the “publish workbook” option. You’ll be prompted to sign into your Tableau Online site. Use “online.tableau.com” as the server name to do so.
Remember that your workbook contains both your visual analytics and the connection to your data. Analytics are nothing without data, so when you publish the workbook to Tableau Online, your data connection comes along with it.
If you’re using data saved locally on your laptop (like an Excel file), Tableau will prompt you to create an extract of the data source to be published along with the workbook.
But don’t worry, it’s easy—just select “create data extract” and follow the instructions. If your workbook uses a live connection to data stored in the cloud, the live connection will be published to Tableau Online with no extract needed.
After you select the “publish workbook” option, you can choose where and how you want to upload the workbook.
Select the new project you’ve created from the drop-down menu. If your workbook contains sensitive data, you can lock it down using the permissions box. If your workbook has multiple sheets, you also have the option to select which ones will be published.
Hit the blue “publish” button, and you’re done! The workbook will now show up in your Tableau Online site.