Publishing Your Visualization to Tableau Public

Quick reference

• 00:04 Okay, in this video, I want to talk about saving and publishing your visualizations.
• 00:08 So, okay, we've got some cool stuff going on here.
• 00:10 We've made something interesting, we want to save it, how do we do that?
• 00:13 But if come up here to file, there's New, there's Open, and there's no real Save.
• 00:18 There's a Save to Tableau Public, and a Save to Tableau Public As.
• 00:23 But there's no actual save.
• 00:25 So this is the one major drawback of the Tableau Public that we're using
• 00:29 the version that we're using, and it's free.
• 00:32 And one of the bad things about that is that you can't save your
• 00:36 visualizations on your local desktop with this app.
• 00:38 So that's not great, right?
• 00:40 But there are workarounds.
• 00:42 So at first blush, that seems horrific, that seems horrible.
• 00:45 What's the point of this if we can't save our visualizations?
• 00:48 Well, we can save them, we just can't save them on our computer.
• 00:51 We have to save them in the Tableau cloud up on the tableau website.
• 00:54 Now, there's a couple of drawbacks to that as well.
• 00:57 One, this is Tableau Public, and they take the public part of that very seriously.
• 01:03 And that means that in this case, when you save your visualizations on
• 01:07 Tableau Public, they are public, anybody can see them.
• 01:11 Now, it's one of those things like there are millions of people using this website.
• 01:15 How would anyone even know yours is up there?
• 01:17 How do they know it is yours?
• 01:19 There's not much chance of somebody just stumbling on it.
• 01:22 And there are ways we can hide it to where it makes it almost impossible for
• 01:25 people to find them if you're worried about that.
• 01:28 So I'll show you how to do that in this next video.
• 01:30 But that's the main drawback for Tableau Public, you have to
• 01:33 save your stuff on their website and then it becomes, at least quasi public, right?
• 01:38 So how do we do this?
• 01:39 Let's come up here and File, Save to Tableau Public,
• 01:42 it's going to ask you to sign in to Tableau Public.
• 01:44 Now, you likely don't have an account.
• 01:46 Luckily they're free, we can click right here to create one.
• 01:48 So, I'm just going to go John Elder john@codemy.com.
• 01:54 Pick a password, must be a strong password.
• 01:59 Okay, make sure they match.
• 02:02 I've read the terms and conditions, I promise I did.
• 02:07 And then create your profile, they'll probably send you an email saying hey
• 02:11 confirm your membership whatever, click a link or whatever you can do that.
• 02:16 And now we can just say this to anything we want.
• 02:18 So I'm going to call this Dog Breeds With License Type,
• 02:24 And click Save. That's publishing.
• 02:27 And you can see it goes straight to your web browser and opens it up and
• 02:32 you can see John Elder, and here it is.
• 02:34 Now there are three views that it saved.
• 02:37 And that's because we pull this back up, we have three worksheets, right?
• 02:41 This one doesn't really have anything in it, but these two do.
• 02:45 So it saved all three of them,
• 02:46 even though this was sort of the one we were looking at at the time, right?
• 02:49 So you can go in here and you can see exactly what we've saved.
• 02:52 And this is interactive, right?
• 02:54 So it's really cool.
• 02:56 We'll, actually go through and do the things,
• 03:01 very neat, and then we can download this, right?
• 03:06 We don't need to because we've already got it.
• 03:09 But if we wanted to at some future date, open Tableau backup and
• 03:12 download this into it, we could do that.
• 03:16 Now, you can also make it full screen,
• 03:18 which is very cool if you need to make this into a presentation or something.
• 03:22 Hit Escape on your keyboard to get back out of it, so it's very cool.
• 03:26 And we go back to our profile here, and
• 03:29 I'm not actually signed in so if I want to sign in right now,
• 03:33 I can log in with my credentials here that we just created.
• 03:38 Sign in and now this screen becomes a little bit different.
• 03:44 We can edit our details right here.
• 03:47 So if we click on this, we can come down here and
• 03:51 we can create a permalink for this.
• 03:56 If we want to embed this in a website, we can do some description stuff.
• 04:00 Now here, we want to show the other workbook sheets in the tab we can do that.
• 04:06 And here allow others to download or explore and copy this workbook.
• 04:10 If you want to keep yours private,
• 04:11 you don't want people to be able to download it you uncheck that.
• 04:14 If we click this show author profile link,
• 04:16 again that's sort of another way to kind of hide it a little bit, right?
• 04:20 So we can do that, that changes that.
• 04:26 Here and now we have the tabs to the other worksheets up here, so that's cool.
• 04:32 Now we can come up to our profile and we can go to settings.
• 04:35 Here we can again uncheck this: allow Viz data to be downloaded. That also makes
• 04:40 it a little bit more private.
• 04:42 When saving set my Vizzes to hidden, so we could do that.
• 04:46 This will make sure that everything you upload from now on will be hidden.
• 04:50 So if you absolutely don't want people to be able to find this very easily.
• 04:53 I think maybe they still can if they have the actual URL through the visualization
• 04:57 somehow I don't know how they would get it, but if they did,
• 05:00 they could still see it.
• 05:02 But this really does just about everything you could hope for
• 05:05 to keep these things private.
• 05:08 You know, if you're using this for top secret work stuff,
• 05:11 your company's probably going to pay for you to have the paid version of Tableau.
• 05:16 You're not going to be using the free version anyway.
• 05:18 Otherwise, if it's just you learning, who cares if people can see it,
• 05:21 it doesn't really matter.
• 05:22 But again, this is some measure that you can take to make them a little
• 05:26 harder to find for people.
• 05:28 So that's how to save these things to Tableau Public, the website, the cloud.
• 05:32 Pretty simple, just remember, come back over here to save this, just go to File
• 05:36 and Save, and that will save it up into the cloud, and that's all there is to it.
• 05:41 In the next video, I'll show you how to sort of share these things as images or
• 05:45 PowerPoints to other people.
• 05:47 And we'll look at that in the next video.

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