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About this lesson
In this lesson, you'll learn how to open a saved Tableau file.
Exercise files
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41 - Open Saved Files.docx60.6 KB 41 - Open Saved Files SOLUTION.docx
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Quick reference
Opening Saved Files
In this lesson, you'll learn how to open a saved Tableau file.
When to use
Use this technique whenver you need to open a Tableau file that's been saved to the Tableau cloud.
Instructions
To open a saved Tableau file, open Tableau. Your previous files will be listed if you've already had them open on that computer.
If you're on a different computer, go to the Tableau.com website and log into your account.
Navigate to your profile and find the Visualization you'd like to open and click on it.
Click the Download button in the top left corner of the screen to download the file to your computer or "Open With Tableau".
Hints & tips
- Open saved files by simply opening Tableau, they'll be listed on the opening screen.
- If you're on a different computer, download them from the Tableau website first.
- 00:04 Okay, I've talked about how to save a file to Tableau, but
- 00:07 I haven't really shown you how to open one, once you've saved it.
- 00:10 We talked about it briefly, when we looked at the Tableau website,
- 00:12 several videos back, but we didn't actually walk through it.
- 00:15 So I thought this would be a good time to do it here, at the end of the course,
- 00:18 after we've created a whole bunch of things.
- 00:21 And we want to save these, and then retrieve them later.
- 00:22 So how do we do that?
- 00:23 So, as you remember to save a file, we go up to File and Save to Tableau Public.
- 00:29 You see a little thing pops up.
- 00:31 It's saving, we've already logged in before.
- 00:33 It's saving all of these views, that we've got a bunch of extra views,
- 00:37 since the last time we saved, and it's doing all the things.
- 00:42 Okay, so now that's done, and when it finishes,
- 00:45 it automatically opens up your Tableau Public account.
- 00:48 All right, so if you haven't logged in recently, it'll ask you to login.
- 00:51 But we've logged in recently.
- 00:52 So you can see here is my profile.
- 00:55 And we can see here's our story.
- 00:57 So Let's say we've closed Tableau.
- 01:00 So I'm going to go ahead, and close this.
- 01:02 There's a couple of ways to now open it back up, and get this data.
- 01:05 So, if we come back over here.
- 01:06 And let's click on my profile.
- 01:09 You can see here are these visualizations that we've created,
- 01:12 is the most recent one we just saved.
- 01:16 This is the original one.
- 01:17 And let's go back, and open Tableau.
- 01:18 So I'm going to my Windows start menu, you can't see it, it's on my other monitor.
- 01:22 But I just typed in Tableau, and the little Tableau icon popped up.
- 01:25 You click on it, like you do to open any software.
- 01:30 And when you do, it shows you right here which ones you can open, right?
- 01:34 So, if we want to open that last one, we could just click on here.
- 01:39 And it's now opening back up.
- 01:40 You can see there's our story.
- 01:43 And this is great.
- 01:45 Well, what if you're on a different computer, or somebody else's computer, and
- 01:50 you're not sort of connected to Tableau website, with that version of Tableau.
- 01:56 What you can do is come back over here, and
- 01:58 view the visualization that you want to open.
- 02:02 And here it is.
- 02:03 You can see here's our story.
- 02:05 Here's all the different visualizations at the top there.
- 02:07 What we can do is click on one of these guys.
- 02:12 And you'll notice there's a little green bar. I closed that out.
- 02:15 And here you see this download link at the top.
- 02:17 We talked about these download links down here,
- 02:20 where we can save to PDFs, or images, or PowerPoint.
- 02:24 We don't want that one.
- 02:25 This time, we want this one up here, the download one, we click on that.
- 02:29 We can either save this file, or we can open it with Tableau Public,
- 02:33 which is what we want, click ok.
- 02:35 Boom, it's going to open up Tableau for us.
- 02:37 We don't even have to go to their Windows start menu.
- 02:39 It will just open it up.
- 02:41 And here we are, and we're ready to go.
- 02:43 So, that's how to open a saved file from Tableau Public, two different ways.
- 02:47 Like I said, we could also click on here, and click download, and save this file.
- 02:52 Now, we can save this anywhere we want.
- 02:53 I'm on my desktop, dog breeds with license type dashboard.
- 02:57 It's a TWBX file go ahead, and save that.
- 03:00 And now, if we look at our desktop, we see here's this new file right there,
- 03:03 that's been created for us.
- 03:05 We can double-click it, and it will open another version of Tableau for us.
- 03:08 You can see there it's opening right up.
- 03:10 It takes a second, and boom, now, it works.
- 03:12 Maximize this, and we're ready to go.
- 03:14 So, again, one of the problems with Tableau Public is you can't save these to
- 03:18 your local computer.
- 03:19 But, again, we've just found another workaround by first saving, and
- 03:22 onto the Tableau website.
- 03:23 And then from there, saving it on your computer, and
- 03:26 then you've got it saved on your computer.
- 03:27 So, another reason why you may not want to spend money on the expensive Tableau
- 03:32 version.
- 03:33 When you can use this free one, and
- 03:34 still get around some of the limitations that it has.
- 03:37 So that's all for this video.
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