Tableau 2020.2: Workbook upload to tableau server

0:00One of the new features in Tableau 2020.2

0:03is the ability to upload a workbook

0:05directly to the

0:05server without having to first publish the

0:08workbook from Tableau desktop. Let me show

0:10you how that

0:11works. You can see here that I've created a

0:13project called workbook upload and over

0:16here in the new

0:17drop down you get the ability to create a

0:20new project, create a new workbook and this

0:23new option

0:23to upload a workbook. Now if I just zoom

0:26back out and I click the upload you get

0:28this interface.

0:29This interface allows us to essentially

0:31pick the file and then add some attributes

0:33to the workbook

0:33before we publish it up. Note that there is

0:36a limit here of 50 megabytes okay so this

0:38isn't

0:38going to be good for very large workbooks.

0:40It's ideally for workbooks that are quite

0:42small.

0:43I'm going to go ahead and choose a file

0:45here. I'm going to choose superstore. This

0:47is the default

0:48workbook that comes in Tableau desktop, one

0:49of the sample workbooks along the bottom of

0:52the view.

0:52I'm going to select that and open that and

0:54you can see here that it's basically taken

0:57the name

0:57of the file. It's transposed that to the

0:59name so we can see the name has been

1:01updated. The project

1:02remains the same but I can move it around

1:04the server if I want to. Essentially think

1:06of these

1:07projects as folders around your server. In

1:08fact they've even got the icon and then the

1:11last thing

1:11is the description. I can just give it a

1:13basic description here. Okay and now the

1:16last option

1:17here is to show sheet as tabs. If I tick

1:20that I'll see each tab as each sheet as a

1:23tab although this

1:23is confusing. This technically means view

1:26in this particular instance but we'll skip

1:28past that small

1:29issue and just hit upload. As you can see

1:31it's really really fast. I haven't sped

1:34this video up

1:34to sort of simulate the speed or anything.

1:37This is the real experience and I'm

1:39uploading to

1:40Tableau Online here so granted this will be

1:43a slightly better experience in some cases

1:47compared

1:47to how you might experience it when you've

1:49got an on-premise server where you may be a

1:52little

1:52bit under resourced. But that said the work

1:54book once uploaded behaves like any other

1:56workbook.

1:57The only thing you have to bear in mind is

1:59that the data sources are held inside of

2:01the workbook

2:02itself. Now if you've got database

2:04connections and you've taken an extract of

2:07the data then you

2:08could of course edit the connection and

2:10then publish those or refresh those data

2:12sources here

2:13from Tableau Server itself. But otherwise

2:16you've got all the other features of a work

2:18book. You can

2:18go in and change the metadata even work

2:21with permissions as well and make them easy

2:24to use.

2:24Okay that's pretty much the feature in a

2:26nutshell. If you've got any questions about

2:28the feature drop

2:29them in the comments below I'm pretty

2:31responsive to comments. If you like the

2:33video hit the like

2:34button subscribe and then hit the bell

2:36otherwise if you don't like the video then

2:38let me know what

2:38you'd like to see in the comments below.

2:41Alright take it easy see you in the next

2:43one.