Connected authoring for web edit: New in Tableau 2021.2

0:00Hey it's Tim here 2021.2 Tableau is

0:02essentially giving you the capability to

0:04open up a workbook

0:06from the browser directly in desktop. They

0:08're sort of calling it connected workbooks

0:10but I'm not sure

0:10that's the official name but in this video

0:12I'm going to show you essentially how it

0:13works. It's

0:14going to be a super short and quick video.

0:16Okay so I'm here on Tableau Online I've got

0:18my super

0:18store workbook and I essentially want to

0:20open this in Tableau Desktop. So when I

0:22click on these three

0:23dots you'll see that I get this new

0:25contextual menu and opening it in a desktop

0:27is one of those

0:28options. Now when I go ahead and click this

0:30option if I just go ahead and click on it

0:32there

0:33you'll see that I get this little

0:34notification from Chrome to say hey this

0:36application is trying

0:37to open up desktop. So I'm going to say

0:39okay I'm going to click open desktop. By

0:41the way you should

0:43click always allow if you don't want that

0:44notification to come up but in that case I

0:46didn't

0:47and when it opens up essentially I haven't

0:49had Tableau open everything was closed. I

0:51closed

0:52everything to make sure. There's a couple

0:54things I want to check here. Number one is

0:56it going to

0:56log me in automatically am I going to have

0:58to log in again and number two at what

1:01state is it going

1:02to open up in okay and so with this one all

1:03we've done is we've opened up the workbook

1:06directly from

1:06the browser and actually you can see that

1:08it is actually connected you can just see

1:10here at the

1:11top that it's actually got the Tableau

1:13Online instance and the name at the top so

1:15that just

1:16clearly shows you that everything is coming

1:18from Tableau Online. So so far so good that

1:20's worked.

1:21I'm in the workbook I'm sort of don't know

1:23what's actually happened. I don't know

1:24where it saved

1:25this it's just going ahead and open it if I

1:27click save I just want to see what happens.

1:29I want to

1:30see if it publishes it up or if it actually

1:32gives me the option to save it in the

1:34desktop. So if I

1:35actually click on this a little directly

1:37you can see that it's actually keeping it

1:38in the my Tableau

1:39repository folder that's sort of where it

1:41wants to save it which maybe is a clue

1:43where it's coming

1:44from but long story short that works really

1:46really smoothly. Now the next test I want

1:48to do is I'm

1:49working on something in Tableau Online in

1:51the browser and I come up against something

1:53that I

1:53can't do and I quickly want to switch the

1:55desktop to finish it off so let's go ahead

1:58and try and do

1:58that. I'm going to go ahead and close Table

2:00au again and I'm just going to select done

2:02there

2:03because there was no issue there so

2:04everything's working fine. I'm actually

2:06going to go ahead and

2:07go into this workbook and what we're going

2:09to do is we're just going to go into the

2:11overview page

2:12okay and once we are here we're going to

2:14try and make some edits. So I'm going to go

2:17right into an

2:18edit in the browser and then I'm going to

2:21try and see how it picks up that edit when

2:23I open up in

2:24desktop. So what I'm going to do is I'm

2:26going to change the color palette something

2:27nice and visual

2:28that everyone here watching the video can

2:31see very easily okay and you can see that

2:33it's obviously

2:33done something because last edits recovered

2:36to save all changes click file save that so

2:38there's

2:38obviously some change that I've made I

2:40think it might actually be the change that

2:42I was making in

2:43desktop so let's sort of push through so we

2:45're just going to close that I'm going to

2:47leave

2:47everything as is and we're going to go

2:49ahead to color I'm going to edit the colors

2:51and we're going

2:52to choose a different color palette we'll

2:54choose a glaringly bad color palette let's

2:57choose sunrise

2:58set diverging let's wait for that to stick

3:00and yeah that's pretty much it everything

3:03is good to

3:04go okay so now I'm here I want to switch to

3:06desktop I don't want to save I don't want

3:08to do anything

3:09let's see how that works okay so there's

3:11actually a new icon to be aware of so you

3:13might you might

3:14actually think that you go to far here and

3:16you know connect connect to something and

3:19you see there's

3:20just the saving option there's no sort of

3:22open in or you know open in desktop or

3:24something like

3:24that feature like you'd normally have the

3:27actual place you need to go is this tiny

3:29icon over here

3:29it's this nice new icon which is

3:31essentially going to open it up in desktop

3:33so let's go ahead and

3:34click on that and see how that works so let

3:36's go ahead and click on that you'll see

3:38there's even a

3:39shortcut which is actually really good for

3:41pro users shortcuts are so important so I

3:43love that

3:44so this workbook has unsafe changes save

3:46your changes and try again so unfortunately

3:49you do

3:49need to save things and before you go ahead

3:51I was sort of hoping it would sort of do

3:54that for you

3:55now the workbook is saved let's go ahead

3:57and I'm gonna click always allow now

3:59because this

4:00notification is annoying me and a tableau

4:02also tells you that look that you might

4:04have some

4:05troubles because the way browsers work a

4:06lot of browsers will ask you for permission

4:09to do

4:09absolutely anything so let's go ahead and

4:11the key thing I want to see is where does

4:13it drop me does

4:13it drop me in that map page that I was at

4:15with a sort of awful color palette or is it

4:18just going to

4:19drop me in the workbook so let's wait and

4:20see what happens and it's dropped me right

4:24in the map so

4:24this is kind of nice so you have to save

4:27your work on tap online you hit that button

4:29and boom and it

4:30opens it up now I have to say this is a lot

4:32faster than downloading the workbook then

4:34double clicking

4:35the workbook and then opening it in tableau

4:37just opens it up and you can just have the

4:39seamless

4:39experience of using your content as it

4:42should be so here we are this is this has

4:44worked really

4:45really nicely now the thing I'd love to

4:48know now is if I go ahead and save this now

4:51that I'm here

4:52the sort of the complex thing is I've taken

4:54myself out of the flow and what I then have

4:56to do now to

4:57sort of get this working is to publish it

4:59back up so I'd love the save option on

5:01desktop to sort of

5:02somehow sync up with the server and for the

5:05changes to actually pick up essentially

5:07right so at this

5:08at this point in frame I'm having to sort

5:11of publish this over the existing workbook

5:14whereas

5:14if you're sort of going to connect these

5:16two experiences what I'd like to see in the

5:18future

5:19is for the save function to have a save and

5:21overwrite function so that when you save

5:23it also publishes it up to server so when

5:26you go over here to file save or save as

5:29and that it

5:30stops being just a you know file specific

5:32thing on your machine and it starts to

5:34become a more

5:34connected feature as they circle call the

5:36feature okay so that's pretty much it you

5:38can see here

5:39that I've got my workbook saved it's

5:41updated at 1pm and we're pretty much ready

5:44to go so that's

5:45the feature in a nutshell let me know what

5:47you think in the description below and

5:48hopefully yeah

5:49we'll catch you in the next video about

5:512021.2