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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.