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:
- Start with a Tableau Workbook with data and graphs all lined up.
- Next - changing the data connection to blank files.
- 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.
- Selecting show details describes the error, FYI.
- Select Yes to connect to your data.
- Select Edit Connection
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!
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.
Thats it! You can now share your Tableau Workbook without data using Tableau Desktop.
Related articles
Tableau > Troubleshoot issues
This article provides troubleshooting steps for resolving data connection issues in Tableau when working with Tallyfy Analytics.
Tableau > Connect Tableau to Tallyfy
This article explains how to securely connect Tableau to your Tallyfy Analytics data stored in Amazon Athena using token-based authentication.
Tallyfy Analytics > Tableau
Tableau can be integrated with Tallyfy to visualize and analyze workflow data using Amazon Athena and appropriate credentials.
Tallyfy Analytics > How Tallyfy Analytics works
Tallyfy Analytics securely processes and stores your workflow data in Amazon S3, allowing you to easily analyze it using your preferred BI or analytics tool.