Publishing Workbooks Manually via Tableau Desktop
Tableau Desktop can be used to publish unmanaged Tableau workbooks to the Tableau Server.
- From Tableau, click
Signing In
. Enter the server credentials. For more information about the Tableau username and password, see the Xpress Insight Installation Guide.
- Click Sign In to display the Publish Workbook to Tableau Server dialog.
The Publish Workbook Dialog
- Click Authentication and change the database password storage from Prompt to Embedded.
- Click Publish.
Note The name entered in the dialog should match the workbook attribute defined in the app companion file for Tableau workbook.
A preview of the published view displays as shown. Do not worry if the view is empty. This is due to the security filters that have been added to the view.
- Close the preview window and exit Tableau Desktop.