How to Publish a Tableau Dashboard

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Publishing a Tableau dashboard is crucial part of the dashboard-building process. This is often a step that comes with a sense of accomplishment as we begin sharing our work with others.

But with all the options available to us when we publish our dashboards, how do you know whether you've done it correctly? Will you end-users have adequate access to the data? Do they have the permissions they need to view it? Do we need to add filters or selections?

In this video, I'll walk you through several important things to consider when you publish your Tableau dashboards to help make the process as easy and efficient as possible!

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Resources:
•Example Tableau Workbook: https://us-west-2b.online.tableau.com...
•Row-Level Permissions (Simple): https://onenumber.biz/blog-1/2018/11/...
•Row-Level Permissions (Advanced): https://onenumber.biz/blog-1/2020/9/2...

Chapters:
0:00 Setup
1:32 Publish Menu Walkthrough
5:05 Manage Data Sources
6:36 Workbook Optimizer
7:14 Publish & Online Management
8:30 Saved Data Source Credentials