![]() ![]() Depending on your environment, this might be as you intend, or it might conflict with the guidelines your administrator has set and have unintended consequences. This means changes to the permission rules for the project will not impact your content. ![]() When you change permissions in the publishing dialog box, you are setting unique permission rules for the content you’re publishing. By default, the content you publish follows the permission rules of project you are publishing to. When you start the publishing process, the dialog box shows the permissions that will be applied. About setting permissions during publishing But if you are publishing content into a customizable project and there is a reason your content should have unique permissions, you can set permission rules during publishing. If you are publishing to a locked project (Link opens in a new window), you won’t be able to modify the permissions. When possible, it is best to use the default permission rules for the project where you are publishing your content. For information, see Set Credentials for Accessing Your Published Data. Accessing some data types requires signing in using a database name and password or embedding database credentials into the connection. Note that permissions are different than access to the data source. For example, who can interact with views in a workbook, download a copy of a data source, and so on. Permissions allow or deny other users access to published content on Tableau Server or Tableau Cloud. To get a link to share on social media or code to embed in a web page, display a view, and then click Share at the bottom of the view. (You can get links and embed code for other Tableau Public users’ views this way, too.As the publisher of a workbook or data source, you may be able to set permissions as part of the publishing process. There you can select Edit Details to customise metadata such as workbook name and description, add a, and change other settings. Hover the pointer over a viz and then select View to open the viz’s home page. Hover the pointer over a viz to get access to actions such as selecting it as your featured viz, or hiding, downloading or deleting it. On your profile page on Tableau Public, do any of the following to customise your profile: Use a unique title that will help others find it when they search. (The title shown in the image is a good example of how not to name your workbook.)Īfter the workbook is published, you are redirected to your account on the Tableau Public website (Link opens in a new window). Tip: The title becomes part of your view’s metadata. When you save a workbook to Tableau Public, the publishing process creates an extract of the data connection. Type a name for the workbook and click Save. If you don’t have an account, select the link to create a new one. Sign in using your Tableau Public account. Note: This option is available only if you’ve created a viz that contains at least one field. With your workbook open in Tableau Desktop, select Server > Tableau Public > Save to Tableau Public. For information, go to the Tableau Public website. On Tableau Public, anyone can interact with your views, or download your workbooks or data sources. ![]() If you want to share your data discoveries with the world outside of your organisation, you can save your workbook to Tableau Public, a free cloud service. ![]()
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