Tableau - How to Publish to Tableau Server

How to Publish to Tableau Server.

To publish to Tableau server, please follow the instructions below.

  1. In Tableau Desktop, open the workbook.
  2. Verify the Sheet Names have been given meaningful names (these names appear in Tableau Server).
  3. Determine which sheets will be viewable in Tableau Server.
  4. From the Server menu, select Publish Workbook
  5. Enter the server name
    1. Test = tableau-test.admin.uillinois.edu
    2. Production = tableau.admin.uillinois.edu
  6. Enter your login credentials for the server.
  7. From the “Publish Workbook to Tableau Server” box
    1. Select the project to publish to
    2. Complete the workbook description. 
    3. If your workbook is using a data extract, under Refresh Schedule select the schedule you wish to be used.
    4. Under Sheets, Select the Edit link and select the sheets to be visible (results of step 3).
    5. Permissions are locked at the Project level and cannot be changed while publishing.
    6. Under Data Sources, Select the Edit link
      1. For Publish Type, select  Embedded in workbook.
      2. For Authentication, select Allow refresh access.
    7. Under Options, if publishing multiple sheets and wish for them to be displayed as tabs from the same dashboard then check the box for Show Sheets as Tabs.
    8. Select the Publish button
      1. You may be prompted that it already exists, do you wish to overwrite.
  8. After successfully publishing a preview is displayed.
  9. Close the Publish Workbook Results window.
  10. Log onto the Tableau Server and verify everything is working.



Keywords:AITS, Tableau, Publish   Doc ID:60890
Owner:Michael W.Group:University of Illinois System
Created:2016-02-16 17:12 CDTUpdated:2017-02-17 13:05 CDT
Sites:University of Illinois System
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