How to Share Your Tableau Workbooks
With your workbook complete, choose Server → Publish Workbook from Tableau’s main menu.
Both Tableau Server and Tableau Online use the Publish Workbook command.
The Publish Workbook command makes publishing easy.
In the Sign In dialog box that appears, enter the required server address.
Enter the proper server address.
The required address for Tableau Online is https://online.tableau.com. If you are using Tableau Server, you’ll need to enter the correct network address for your server. If you don’t know the address, ask your network or Tableau Server administrator.
Click the Connect button to continue.
The Tableau Sign In screen.
Doing so brings up the Tableau Sign In screen.
Enter your username in the screen’s Email field and then click Sign In.
The Password field.
The screen refreshes to display a Password field.
For Tableau Online, your username will always be your email address.
Enter your password, and then click the Sign In button to continue.
You need to create a data extract for Tableau Online when using flat files or non-cloud-based data sources (like SQL Server).
Tableau Online brings up a screen informing you that it doesn’t allow external database connections, so you’ll need to create a data extract. If you’ve already created your data extract, you can jump forward to Step 10.
Click the screen’s Create Data Extract link.
Specify any filters or other options for the data extract.
This opens the Extract Data dialog box.
After specifying any filters or other options for the data extract, click the Extract button.
You can use the default location for saving the data extract.
This will display the Save Extract As dialog box.
Click the Save button to continue.
After the data extract is saved, select Server → Publish Workbook from Tableau’s main menu.
Choose any options you want before publishing the workbook.
Doing so displays the Publish Workbook dialog box. Here you can choose things such as who can view the workbook and which sheets they can see.
After you’ve selected any options you want, click the Publish button to display the preview.
Tableau provides a preview of your published workbook.
You can control who can access your workbook during the Publish process, using the View Permissions menu. You can also change those permissions after you’ve published the workbook.