Initializing help system before first use

Editing Workbooks

Complete the following steps to edit an existing Tableau workbook:
  1. Open the Xpress Insight sidebar by clicking its name.
  2. Click the Tableau button, which is the fourth button from the left in the sidebar.
    The Tableau Server launch page opens in a new browser tab.

    If the mirror database is empty, you are prompted to mirror a scenario. This is to ensure that the workbook data source contains some data.

  3. (If prompted) Select the scenario to mirror, and click Continue.
    Tableau Server is launched.
  4. Open the Default project in Tableau Server.
  5. Click the workbook you want to edit.
  6. After your changes are saved, the workbook is downloaded to Xpress Workbench.
    Note Tableau Server can only be used to edit workbooks whose data sources are defined externally, in the companion file. If the Xpress Insight app contains any workbooks with embedded data sources, the system will prevent Tableau Server from being launched.
Parent Topic Interacting with Tableau Server

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