Share a Tableau workbook

Disconnect your Tallyfy Analytics data sources before sharing a Tableau workbook. Recipients get all your visualizations and dashboard layouts, but they’ll connect their own credentials. Your connection details stay private.

• Tableau Desktop installed
• Working Tallyfy Analytics connection in Tableau
• Visualizations and dashboards already built

This approach strips your data while preserving the workbook structure. Recipients reconnect with their own credentials.

Confirm your Tableau workbook contains all the visualizations and dashboards you want to share.

1. In the Data pane, right-click each data source
2. Select Close to remove the connection

Alternatively, you can redirect the connection instead of closing it:

1. Go to the Data Source tab

2. Click the dropdown for each data source

3. Select Edit Connection

   

4. Change the connection path to a non-existent location

   

1. Select File > Save As to preserve your original workbook
2. Give the copy a descriptive name (e.g., “Dashboard - no data”)
3. Share the saved .twb file with your recipients

Recipients will see connection errors when they open the workbook - that’s expected:

They can click to see full error details:

To reconnect their own data:

1. Click Yes when prompted to connect to data

   

2. Select Edit Connection and enter their own Tallyfy Analytics credentials

   

3. If Edit Connection doesn’t work, remove the existing connection and create a new one

   

4. Once connected, the dashboard populates with their data

After reconnecting, date fields like due_by and completed_on sometimes need their data types reset. This takes about two minutes:

1. Open the Data Source tab

2. Find the date fields (e.g., due_by, completed_on)

3. Right-click the field and select Change Data Type > Date & Time

   

4. Repeat for any other date fields

5. Verify that date-based calculations and comparisons work correctly

Don’t want to share everything? Create a filtered extract with just the data you need:

1. Create a Tableau Data Extract (.hyper file)
2. Apply filters to limit which rows and columns are included
3. Save and share the workbook with the embedded extract

For enterprise-grade sharing with role-based access control:

1. Publish the workbook to Tableau Server or Tableau Cloud
2. Set user permissions to control who sees what
3. Recipients access dashboards through their browser
4. Enable or disable download capabilities as needed

For a quick, read-only share with no data connectivity:

1. Select Dashboard > Export
2. Choose PDF or Image format
3. Share the static file

• Remove unnecessary sheets and dashboards before sharing
• Document which data sources recipients need and how to connect
• Test the reconnection process yourself before sending
• Strip out sensitive calculations or parameters
• Consider including sample data so recipients can verify the layout works