Tableau Publishing Instructions

Publish a workbook

1. From Tableau Desktop, publish with correct startup sequence as documented in the workbook's About tab. (For example, use active filters if identified in About tab.)
   
   
   1. Select the project for publishing.
      
      
   2. If the workbook contains confidential data or other restricted information, change the permissions for interactor.
      
      
   3. Select Show sheets as tabs.
      
      
   4. Embed passwords.
      
      
   5. Check all exposed dashboards and sheets.
      
      
2. Publish.
   If updating/replacing an existing workbook, use the same name and project as the workbook being updated/replaced.
   
   
3. Log into Tableau Server and verify functionality.
   
   
4. Deleted workbook from the shared workbook folder.