Sharing Your Visualization As A PowerPoint File

Quick reference

• 00:04 In this video I'm going to show you how to export your worksheet to PowerPoint,
• 00:08 to images, and to PDF files.
• 00:10 Now, one of the drawbacks of Tableau Public is that we can't save our work
• 00:15 to PDF files, or to images, or to PowerPoint.
• 00:18 If we come over here to worksheet and hit Export, you can see it's grayed out,
• 00:22 it's just grayed out in this version.
• 00:24 So you have to pay for the upgraded version in order to use these things.
• 00:28 Same here, if we try to save this, all we can do is save it to Tableau public, but
• 00:31 there is a workaround and I'm going to show you how to do it in this video.
• 00:34 So let's head back over to the website, Tableau.com and
• 00:37 sign back into your account and we want Tableau public.
• 00:41 So I'm going to go ahead and sign in, so you can come up here to our profile and
• 00:45 you can see our visualizations that we have saved, and we can come over here and
• 00:50 click View to see our visualization.
• 00:53 And what we do here is, now up here you see this download button, and
• 00:57 this will download to tableau.
• 00:59 This will download this whole worksheet, this whole visualization to tableau.
• 01:03 So, if you've closed Tableau and you want to open it back up and
• 01:06 start working again, you can download it from right there, and then that will work.
• 01:10 But if you want to save this as a PowerPoint, an image or a PDF file,
• 01:14 you can come down here in this little sneaky download button, pops up.
• 01:20 And you can save it as an image, a data Crosstab, PDF,
• 01:23 PowerPoint or as a tableau workbook.
• 01:26 Now, we're not going to talk about data or Crosstab, but
• 01:28 we can do the rest of these.
• 01:30 So, let's save this as an image.
• 01:32 We'll click Image and we can either open it or save it, I want to save it.
• 01:35 And now I just want to save this to my desktop.
• 01:38 So I'll go ahead and do that.
• 01:40 And this is just going to save PNG.
• 01:41 So go ahead and save this.
• 01:43 I've already got it I will replace it.
• 01:46 And now I can go back here to my desktop and here it is.
• 01:48 If I right click on it, I've got this image, and
• 01:51 I can do anything I want with this image-wise.
• 01:53 I can open it in Photoshop, I can export it to anything I want.
• 01:56 I could do anything I want with it, there it is.
• 01:58 So that's very, very cool.
• 01:59 So that's images.
• 02:00 Now we can also do for instance PDF, so we can decide what we want
• 02:05 to generate in our PDF, just this worksheet, all of the worksheets.
• 02:10 So if we want all of them, we can click specific and we can see
• 02:13 here is the two that we have, there's also a blank one, but we won't do that one.
• 02:17 And then we can select what kind of scaling we want.
• 02:20 If we want it all to fit on one page,
• 02:22 you might have to play around with the scaling a little bit.
• 02:24 So I'll put it as 60%, and you can change the orientation portrait or
• 02:28 landscape, right?
• 02:31 I'll just leave it like this, and then when you're finished,
• 02:34 you can click Download, and then this will either open or save, we want to save this,
• 02:38 and again, I'm just going to save it to my desktop.
• 02:40 So go ahead and do that.
• 02:41 I've already actually done this, so I don't have to save it again.
• 02:44 And again, we can come down here and look, and here's this PDF file, and when we open
• 02:48 it, we've got this PDF file, and it's very cool, now you can share this.
• 02:52 You can email it to your colleagues or friends or whatever,
• 02:55 do anything you want with it, you can print it out and make a paper copy of it,
• 02:58 anything you want, that's the PDF.
• 03:00 Very cool, and then finally, we can do PowerPoint as well.
• 03:03 So, on PowerPoint, again, you can do just this view or
• 03:07 you can pick which ones you want or do both of them.
• 03:10 And then go ahead and click download.
• 03:13 And either you can open it or save it.
• 03:15 I'm just going to go ahead and save it.
• 03:17 Again, I've already saved this, save it anywhere you want.
• 03:19 I'm just going to save it to my desktop, and I've already saved it, so
• 03:22 I won't do it again but you'll click yes there.
• 03:25 And then here we have the PowerPoint, so we can double click this and
• 03:28 now I've got this nice Microsoft PowerPoint presentation that we can do.
• 03:33 So very, very cool and very easy.
• 03:35 And I gotta tell you, one of the main drawbacks of Tableau public is that you
• 03:39 can't save your visualizations to PDF, PowerPoint or images, but turns out,
• 03:44 you actually can.
• 03:45 You just have to sort of go through a couple of extra steps, go to the website,
• 03:50 click on your visualization that you want to view and then just come down here.
• 03:54 Don't click this one up here, because this will download the entire workbook
• 03:58 the entire worksheet into tableau, which is not what you want,
• 04:01 unless you're just starting tableau.
• 04:03 You've had your computer turned off, you turn on tableau,
• 04:05 you want to work on this visualization.
• 04:07 You come here, you download it, you start working on it.
• 04:10 Otherwise, in order to make it into an image, a PDF or a PowerPoint,
• 04:13 click this little guy down here, choose what you want, set your settings, and
• 04:18 you're good to go.
• 04:19 So that's all for this video, in the next video, we'll start to look at dashboards.

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