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Module 7: Collaboration

Collaboration and Sharing

Objective:​

  • Teach participants how to collaborate and share Tableau visualizations with others.
  • Guide participants in publishing and sharing dashboards to Tableau Server or Tableau Public.
  • Provide hands-on experience in creating interactive dashboards for web and mobile consumption.
  • Help participants understand security and permissions in Tableau.

7.1 Collaboration Features in Tableau​

  • Overview of collaboration features in Tableau.
  • Sharing workbooks and dashboards with other Tableau users.
  • Utilizing comments and annotations for collaborative feedback

Exercise 7.1: Collaborating on a Workbook​

  • Participants work in pairs or small groups.
  • Participants share a workbook with their partner/group and collaborate by adding comments and annotations to provide feedback.

7.2 Publishing Dashboards to Tableau Server​

  • Introduction to Tableau Server and its role in collaboration.
  • Uploading and publishing dashboards to Tableau Server.
  • Configuring permissions and security settings for shared dashboards

Exercise 7.2: Publishing a Dashboard to Tableau Server​

  • Participants use Tableau Server (if available) or a simulated environment to publish their previously created dashboard.
  • Participants configure permissions and security settings to control access to the dashboard.

7.3 Sharing Dashboards on Tableau Public​

  • Overview of Tableau Public and its role in sharing visualizations publicly.
  • Uploading and publishing dashboards to Tableau Public.
  • Embedding Tableau Public dashboards in websites and blogs

Exercise 7.3: Sharing a Dashboard on Tableau Public​

  • Participants create a Tableau Public account (if not already available) and publish their dashboard to Tableau Public.
  • Participants generate an embed code and embed the dashboard in a sample website or blog.

7.4 Creating Web and Mobile-Friendly Dashboards​

  • Designing dashboards for web and mobile consumption.
  • Optimizing layouts and interactions for different screen sizes.
  • Utilizing Tableau's device designer and layout containers.

Exercise 7.4: Creating a Mobile-Friendly Dashboard​

  • Participants modify their existing dashboard to make it.mobile-friendly using Tableau's device designer and layout containers.
  • Participants test and validate the dashboard's responsiveness on different devices.

7.5 Security and Permissions​

  • Understanding security considerations in Tableau
  • Setting user and group permissions on Tableau Server
  • Implementing row-level security and data source filters

Exercise 7.5: Configuring Security and Permissions​

  • Participants work with a simulated security scenario.
  • Participants configure user and group permissions, row-level security, and data source filters to enforce security and data access restrictions.