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Share a Tableau workbook

How to share a Tableau workbook without data using Tableau Desktop

If you need to share a Tableau Workbook without data, you can follow these steps using Tableau Desktop:

  1. Start with a Tableau Workbook with data and graphs all lined up.
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  1. Next - changing the data connection to blank files.
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  1. Now - save the file and exit Tableau.
  • After exiting, I moved the file to a different directory - somewhat simulating the transfer of the file to someone else.
  • I open the file from the new directory.
  • An error message appears because the attached data sources are not contained in the new directory/filepath.
  • This means connecting to blank data before sending was not necessary, except to hide file names.
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  1. Selecting show details describes the error, FYI.
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  1. Select Yes to connect to your data.
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  1. Select Edit Connection
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Sometimes, Edit Connection does not work; needed to remove connection and then add a new connection. There is no clear explanation at present as to why!

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Now there is data, and the dashboard shows all the same information for the new data.

You need to adjust the data type of the fields: due_by and completed_on.

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Thats it! You can now share your Tableau Workbook without data using Tableau Desktop.

Tableau > Troubleshoot issues

Token-based authentication is recommended over IAM credentials when connecting Tableau to AWS Athena, with access and secret access keys provided by Tallyfy for seamless data integration and troubleshooting connection issues.

Tableau > Connect Tableau to Tallyfy

A comprehensive guide detailing how to establish a connection between Tableau and Tallyfy Analytics data through Amazon Athena using token-based authentication, JDBC drivers, and proper configuration settings.

Analytics > Tableau

Tableau can be integrated with Tallyfy’s workflow system through Amazon Athena drivers to create custom data visualizations and analyze business processes in real-time.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics processes data by streaming events in real-time, converting them to Parquet format, storing them in Amazon S3, and enabling access through Amazon Athena for SQL queries and BI tool integration.
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