How to use Tableau Workbooks & Packaged Workbooks
A Tableau workbook is just XML describing your work, but get packaging and extracts wrong and you'll twist yourself into knots.
- A .twb workbook only stores XML metadata about your data source, sheets, dashboards and server connection, not the data itself, which is why it can be tiny (around 30KB) compared to the source file.
- A .twbx packaged workbook bundles the workbook with its assets, packaging an extract if you created one, or copying static files like Excel and CSV if you're on a live connection, while databases just prompt you to log in again.
- Saving a packaged workbook back as a plain .twb splits it into the workbook plus its constituent files, so accidentally unpackaging can lose the heritage of where an extract came from.
- Publishing to Tableau Public requires an extract because live connections won't work, and you must sign into the correct server site before publishing to Online or Server.
- On Tableau Public you can browse a viz's hidden sheets unless the author has explicitly hidden each tab, so always hide sheets you don't want others to see.
0:00Hey it's Tim here and this is the final
0:01video in my playlist covering all the Table
0:04au file types.
0:04Today we're going to be covering Tableau
0:07workbooks and Tableau packaged workbooks
0:09and how they work
0:10inside of Tableau. Hey it's Tim here just a
0:11quick one before the video, 95% of the
0:14people who watch
0:15my videos aren't actually subscribed to my
0:17channel and I've got about 7 000
0:19subscribers they only
0:20represent five percent so join that group
0:22you know join that exclusive group
0:24subscribe and try and
0:25get the subscriber numbers up on my channel
0:27it'll be really really great for me thank
0:29you. Now a
0:29packaged workbook or a workbook in any case
0:32is just essentially a file that contains
0:34all the work
0:34that you've done inside of Tableau. In this
0:37video I'm going to show you how to publish
0:38this up to
0:39server what's actually inside of a Tableau
0:41workbook and how you can work with Tableau
0:44workbooks
0:44efficiently to make sure your workflow is
0:46done really really well. But first let's
0:48dive in and
0:48let me show you how to create a workbook.
0:50Okay so we're here inside of Tableau I'm
0:51not actually going
0:52to connect to the default superstore data
0:54source because of a subtle behavior when
0:57you connect to
0:57these three data sources specifically
0:59essentially creates a folder on your
1:01desktop which kind of
1:02breaks the demo that I'm about to show you
1:04so instead I'm going to go to excel and I'm
1:06actually
1:07going to connect to the default superstore
1:09data that's actually on your computer. So
1:11let's go to
1:12documents let's go to my Tableau repository
1:15if you go to data sources here you'll see a
1:17folder
1:18for each version I'll go to the EU version
1:20because I'm living in the UK and I will
1:22select the EU
1:23superstore xls if you're following along
1:25you may be using the American data source
1:27it's exactly the
1:28same file just the data slightly different.
1:30So if I click open you'll open up the data
1:32source and of
1:33course if you've watched my other videos
1:35you can go ahead and do any sort of
1:36metadata preparation
1:37create even a TDS if you want to check out
1:40my videos on those topics in this playlist
1:43but essentially I'm just going to go ahead
1:45right to the worksheet because what I want
1:47to do is I
1:48want to make this a workbook so I've
1:50created my data source I'm not going to
1:52create an extract
1:53I'm just going to open this up and save it
1:55straight away this is the first thing I
1:57always do when I
1:58open up a workbook I hit save and then I'm
2:00going to hit save and the first thing we'll
2:03do is actually
2:03just ask us where it wants us to save the
2:06file so I'll just call this workbook I'm
2:09going to go ahead
2:10and save it to my desktop and you'll see
2:12here that at the bottom I actually get the
2:14default option
2:15which is a TWB now it's a default option
2:18when you open up a tableau workbook for the
2:20first time
2:22if you open up a package workbook and you
2:23go to save this it will actually default to
2:26a packaged
2:26workbook so that's just something to be
2:28aware of if you open this and you go to the
2:30save option
2:30and you see TWBX as the default option then
2:34that means you opened a TWBX which is a
2:36packaged
2:37workbook file but I'll come to that in a
2:39second let's stay with workbooks so if I
2:41create this
2:41workbook and I hit save it's essentially
2:44just going to save the file to my desktop
2:46and you'll notice that I'm actually
2:48connected to a data source so you'd think
2:49that when you
2:50save a workbook to your desktop it should
2:52also capture the data well that's not
2:54actually how
2:54tableau works tableau workbooks simply
2:57store the information about your data and
2:59how you've built
3:00the visualizations and dashboards in your
3:02particular workbook they don't actually
3:04contain
3:05any data in them other than the metadata
3:07about the data source so let me show you
3:09what that looks
3:10like if I go minimize actually I won't
3:12minimize this I'll just open up my file
3:13explorer so you
3:14can see here you can see that I've got a
3:16workbook.twb there's a little bug here
3:19where it's not default
3:19into tableau is the default application to
3:22open this but if I go ahead you'll see that
3:24I if I go
3:25to open with interface it notices that this
3:27is a tableau workbook I'm on a mac so this
3:29is the
3:29interface of how that looks now if you want
3:32to actually see the information of this
3:34workbook
3:35it's actually very very small it's 30 kil
3:38obytes okay and the excel file that actually
3:41connected
3:41to is a lot bigger if we go back to my
3:43documents then we go to my tableau
3:46repository and we go into
3:472020.3 which is the version that I'm using
3:51you'll see here that the file is actually 3
3:53.2 megabytes
3:54so why is my workbook 30 kilobytes and the
3:57data source is 3.2 megabytes well it's
4:01simply because
4:02this workbook is actually something called
4:05XML. XML is a language that allows you to
4:08store
4:08information in a structured way and that's
4:10actually what tableau use to describe how a
4:13workbook is built. Let me show you into a
4:14little secret here so what I'm going to do
4:16I'm actually
4:17going to minimize tableau in the background
4:19and I'm going to open up a code editor this
4:21is
4:21something called visual studio code and
4:23what I can do with this is I can actually
4:25drag the workbook
4:26file in here and look at the XML inside of
4:29that workbook so let's go ahead and drag
4:31that in
4:32and when I do you'll see it opens it up
4:34like a code editor and you get the
4:36information about
4:38the workbook if I just zoom this in you'll
4:40see here that you get information for
4:43example the
4:44version of tableau that I'm using okay and
4:47for the record you should never open this
4:49file in this way
4:50unless you're willing to risk breaking your
4:52workbook it's actually not a documented
4:54thing
4:55to do it's not recommended you do this
4:56there are some people once you get very
4:58familiar with
4:59tableau who will come and change things in
5:01here to update things like connections and
5:03data sources
5:04inside of their workbook rather than
5:05opening the workbook because this is a
5:07faster way of doing it
5:08but you can see here that it contains
5:10information about my data source you can
5:12see here that I've
5:13got things like the audit ID the order date
5:15it's a very very structured file and the
5:17whole purpose
5:18here is to basically describe the different
5:20data sources how they're set up and how
5:23they're
5:23possibly different okay so let's go back to
5:26tableau now you know what's inside of a
5:28workbook
5:29let's go back to tableau and finish really
5:31looking at actually what makes up a work
5:33book okay so the
5:35first thing I did is I connect into a data
5:36source so that's the first thing that goes
5:38into a workbook
5:39the second thing is any sheet or view that
5:41I build so essentially each time I click on
5:44a new sheet
5:45let me just build something very very
5:46quickly I'll double click sales and I'll
5:48double click city
5:49and it will just build like a really
5:51disgusting map wow I really didn't click a
5:53great option in
5:54fact if I just clear that I can do
5:55something smarter which is if I double
5:57click city first
5:58it will build a map then I can drop sales
6:00onto size and then that's immediately much
6:02better
6:03but you'll see here that this is a sheet it
6:05contains some information about the
6:07visualization
6:08the next thing I can create is a dashboard
6:10obviously and a dashboard is essentially an
6:12amalgamation of sheets so if I drag the
6:15sheet one and then sheet two which has
6:18nothing into it in it
6:19into the view you'll see that I essentially
6:21get two sheets the other type of dashboard
6:23you can
6:23build is actually something called a story
6:25so you can see here this is this third
6:27option here on the
6:28right hand side if I actually click on that
6:30it creates a story I'll maybe do a video on
6:32this
6:32some other time I actually don't use this
6:34feature that much it was a great feature
6:36when it was
6:36introduced but it's just not gained
6:38attraction that I you know I think tableau
6:41wanted it to
6:41for storytelling but I'll come to that in
6:43another video so essentially those are the
6:45key things inside of a workbook your data
6:48source your sheets and any particular views
6:50that you
6:51build and then your dashboards and any
6:53number of dashboards so you can create
6:55multiple dashboards
6:56multiple sheets and essentially that it all
6:59gets captured inside of the workbook the
7:01other thing
7:01that can get captured inside of a workbook
7:03is your connection to things like tableau
7:05server
7:06so if I go ahead and connect to tableau
7:08server the workbook will actually remember
7:10that and it
7:10will remember that this workbook is related
7:13to a particular tableau server and once you
7:15do that
7:16let's say I'm using tableau online and I'm
7:18connected to a tableau online data source
7:20once I've used that data source it's
7:22impossible for me to connect to another
7:24tableau online data
7:25source because the workbook is aware of its
7:28sort of locale in terms of the tableau
7:30online instance
7:31that it's came from so that's just
7:32something to be aware of if you're using
7:34something and maybe you
7:35have access to multiple tableau online
7:37instances for some bizarre reason just
7:39think that part through
7:40because it's essentially like having sites
7:42on tableau server where the sites don't
7:44actually
7:44see each other they're completely separate
7:47okay so let's go back and let's try and
7:48look and see what
7:49a packaged workbook is I'm going to go
7:52ahead and go back and you'll see that this
7:54is what we've
7:55built if I go ahead and save this it's
7:57going to save on top of the existing file
7:59and I open up
8:00my finder again you'll see that my workbook
8:01is now saved and it's now a little bit
8:03bigger it's 228
8:05kilobytes because we've actually added some
8:07information in there but it's still not 3.2
8:10megabytes okay now what happens when we
8:12actually create a package workbook is it
8:15grabs the data
8:16source if it's available especially if it's
8:18an extract and it grabs the information
8:21about the
8:21workbook and it brings them together this
8:23basically makes sure that I can create this
8:25workbook in a way
8:26that creates all the assets that this work
8:28book is used including any images that I've
8:30used for
8:31example in a workbook for buttons all of
8:33that gets captured put in one place and
8:35then packaged into a
8:37packaged workbook essentially like a folder
8:39that zipped together so let's go ahead and
8:41show you how
8:42that works so if I go back and I go and hit
8:44file and if I just go back to tableau sorry
8:48and I hit
8:48save as I'm going to hit save as because
8:50save will just save it as a workbook if I
8:53select the package
8:54workbook you'll see that this this gets
8:56called workbook and this time it has a dot
8:59twbx extension
9:00so let's hit save and when we do that it
9:02saves the workbook of course as a packaged
9:05workbook but now
9:06if I open up the file explorer you'll see
9:08that it's a twbx and it's now 1.3 megabytes
9:12okay it's
9:12actually captured a bit more information
9:14now this file is a little bit bigger and so
9:16you can actually
9:17start to see how this works now for the
9:19windows users out there if you actually
9:21right click on
9:22this file you'll actually be able to un
9:24package this workbook essentially splitting
9:26it up into
9:27the workbook and all the assets that came
9:29with it you'll actually see an example of
9:30that over here
9:31on the desktop where I previously saved
9:34something called a superstore dot twb and I
9:36opened it up and
9:37now I have the twb and all the files that
9:40came with it in this case it also includes
9:42the data
9:43which includes the target and the sample eu
9:45superstore sales file that came with it so
9:47that's a really good example of how this
9:49works essentially the package workbook just
9:51bringing
9:51all those things together now if I go back
9:54and you'll notice here in my tableau work
9:56book what
9:57I didn't do before is create an extract so
9:59let's go ahead and create an extract then
10:01save it again
10:02and see what happens so let's extract the
10:05data and we'll just save that and when we
10:07do that obviously
10:08creates an extract it'll ask us where to
10:10create that and so on and so forth but now
10:12if I go back
10:13and save as I'm going to go ahead and save
10:15it again as a tableau package workbook you
10:17can see
10:18that it's going to overwrite my existing
10:20one go ahead and hit replace and then if I
10:23open up my
10:23finder window again and now I go back to
10:26this you'll see that the file is suddenly
10:28smaller
10:29what's going on here well essentially this
10:31is that behavior I was talking about before
10:34it's actually compressing everything
10:36related to that particular workbook into a
10:38much much smaller
10:39file and you'll actually notice here that
10:41you see this hyper that I create this
10:43extract that
10:44I created previously is actually also here
10:46and what it does is it goes and gets that
10:48and actually
10:49makes it all into one file so now what I'm
10:51going to do is I'm going to close all of
10:53the tableau
10:54and I'm going to open this workbook and I'm
10:56going to save it as a workbook then you
10:57will see those
10:58constituent components so let's just close
11:00that tableau let's just go ahead and close
11:02this I'm
11:03not going to save anything and to sort of
11:05really prove this point out I'm going to
11:06actually delete
11:07the previous workbooks that I created move
11:10them to the bin so now I don't have
11:11anything in fact
11:12I'll also move these two to the bin because
11:14I don't need them anymore I'm not going to
11:16delete
11:17my tidy photo that has like all my work in
11:19it just I like to put things away for the
11:21demos so now
11:22here I'm just going to go ahead and open
11:24this with tableau2020.3 and when we open
11:27this I'm going to
11:28go ahead and save it back as a workbook and
11:30you'll see what happens so it's opened up
11:36on the first
11:37sheet of course I've still got my dashboard
11:39and everything's there and notice I'm
11:40connected to my
11:41orders sample sales so now if I go ahead
11:44and hit save it's just going to save this
11:46as a packaged
11:47workbook but if I go ahead and hit save as
11:50it will give us this interface again this
11:52time I'll choose
11:53a tableau workbook hit save recreating the
11:56save workbook that I created before and now
11:59if I open
12:00up the finder you'll see that it's actually
12:02done two things it's not just saved the
12:04workbook here
12:05but it's also saved the workbook files and
12:07this is what I was talking about before and
12:10in that
12:10you'll have the data and in that you'll
12:13have the hyper okay which is really really
12:15powerful thing
12:16now it's got the hyper because I previously
12:19created an extract what would happen if let
12:21's
12:21say I save this as a package workbook but
12:23this time I wasn't creating an extract what
12:26would
12:26happen then okay in the spirit of the demo
12:28let's show you so let's go ahead and I'm
12:31actually going
12:32to think which one to delete here what I'll
12:34do is I'll actually I'll keep both of those
12:37and then
12:37what I'll do is I'll remove this extract
12:40let's just do this let's remove the extract
12:43by taking
12:44that option check out my extract video to
12:46see how that I did that and then basically
12:49I'm going to
12:50keep this as is and I'm going to name it
12:52something else I'm actually going to save
12:55it as a differently
12:56named package workbook this time it's
12:58connected to a live excel file so twbx work
13:02book and I'm going
13:03to call this no extract so we know which
13:06one it is and I'm going to hit save great
13:09so that's that's
13:10all saved and now I can go back to my file
13:13explorer and you'll see that this is called
13:16workbook no extract or twbx which now means
13:18it's safe to go ahead and delete all these
13:21other ones
13:21so let's just close all of those click on
13:24all these and just move them to the bin and
13:28now that
13:28we've done that we're ready to open this up
13:30let's go ahead and open this up in 2020.3
13:33and let's see
13:33what happens remember this is a packaged
13:37workbook okay so it opens up and
13:40immediately as it opens
13:41you should see that it loads up the first
13:44view which was this map we've got all our
13:46sheets in
13:47here and the dashboard as well but now
13:49notice this is still not an extract so let
13:51's see what
13:52happens when we go ahead and save this let
13:54's go save as and this time I'm going to go
13:57back
13:57to saving it as a workbook and then hit
14:00save okay so now I've taken that package
14:03workbook which had
14:04no extract inside of it and now I've saved
14:06it back as a workbook so you can see how it
14:08splits out the
14:09files and now if I minimize this you'll see
14:11that again I have the exact same setup work
14:14book no
14:14extract dot twb files and then twb itself
14:17which is just a normal workbook and if I
14:20open this this
14:21time the data source is actually the excel
14:23file so if you take an extract and then
14:25create a package
14:26workbook the thing that goes with the
14:28package workbook is an extract if however
14:30you create a
14:31package workbook and you just connect to a
14:33data source the thing that goes with that
14:35package
14:36workbook will be the data source in this
14:38case it's taken the excel file and the csv
14:40's because those
14:41are static files if you connect to a
14:42database it will actually just ask you to
14:44log in next time you
14:46log in essentially so it's not going to try
14:48and copy your whole entire database but
14:50this is a sort
14:50of really subtle behavior to be aware of
14:52because sometimes what you see is a package
14:55workbook
14:55people then accidentally save it as a you
14:57know just a normal workbook without having
15:00it packaged
15:01then the thing they're connecting and
15:02working to is the extract and they lose
15:04that sort of heritage
15:06of where that extra extract actually came
15:08from so it's something just to be aware of
15:10you can't
15:10normally recover this quite well normally
15:12if you try and delete the extract and then
15:14tablet can't
15:15find it will ask you where is this file and
15:17it was previously here now I can't see it
15:19but essentially
15:20this is how this all works it's just really
15:22sort of subtle nuanced thing to be aware of
15:25I know I
15:25spent way too long on this I spent five
15:27minutes showing you how to package and un
15:29package your
15:30workbook but it's a really vital thing
15:32because people get themselves absolutely
15:34twisted in this
15:35sort of subtle thing but you just need to
15:36be aware of it and once you know it's
15:38pretty easy to
15:39understand okay the next thing I'm going to
15:41do is obviously publish this workbook one
15:42of the things
15:43you can do with the workbook is publish it
15:45up to tableau server and that is where you
15:47essentially
15:47share it with other people now if you'd
15:50looked at the tableau architecture diagrams
15:54from maybe
15:55you know three four months ago what you
15:57will have seen is something called tableau
15:59reader and I can
16:00I can see the people at tableau getting mad
16:03that I just brought that up but if you're
16:05working in
16:06an organization that's using tableau reader
16:08this is actually a way of opening up table
16:09au workbooks
16:11and reading them not editing them not
16:12authoring them just essentially reading
16:15them it's essentially
16:16like a pdf viewer for tableau files now
16:19this was actually quite a popular thing but
16:22it also caused
16:22a lot of issues security issues in
16:24particular because once you share that work
16:26book you have
16:27no custody of where it ends up and this
16:29actually used to get in the way of things
16:31like security and
16:32governance so tableau's quietly sort of
16:34phased that away it's still there you have
16:36to ask for it
16:37but essentially that's something you might
16:40come across now if you have tableau server
16:42if you have
16:42access to tableau server then this is great
16:44because you can publish up your workbook
16:46straight to the
16:46tableau server and share that way the other
16:49thing is if you're working on you know
16:50files that don't
16:51really contain anything private they can
16:53essentially go up into the public domain
16:56maybe you work in
16:56journalism news maybe you work in local
16:59government and you need people and your
17:01citizens to be able
17:02to see the data then tableau public is the
17:04alternative for tableau server and tableau
17:06online
17:07so you can publish up to those places
17:08instead so let me go ahead and show you how
17:10to publish up to
17:11tableau server in this case I'm going to
17:12use tableau online because that's what I
17:14have access to
17:15and then I'll show you how to publish up to
17:18tableau public as well so let's go ahead
17:20and
17:20start with the first one so I've got my
17:22workbook the first thing I need to do is
17:25make sure I'm
17:25connected to the server so I go up here to
17:27the server window and you'll see that I'm
17:29actually
17:29always signed in now you've got to make
17:31sure you're signed into the correct site
17:32here I'm
17:33actually signed into a tableau online
17:34instance for a completely different
17:36customer so I'm actually
17:37going to sign out and go back in and sign
17:40in and when I do that I get the option
17:43again and I get
17:44the option to choose a site so you saw here
17:46previously that I was connected to this
17:48site
17:48there's actually quite a few sites so what
17:50I'm going to do is I'm going to connect to
17:51the tableau
17:52dev there's so many instances here but I'll
17:55connect to the tableau tdev instance that's
17:57actually my own tableau server here so let
18:01's just log in yay I remembered my password
18:05you don't know
18:05how many times I actually tried that so
18:08here we are I've connected to my server now
18:11nothing will
18:11happen you won't get any sort of
18:13celebration and notification it will just
18:15log you in and the way
18:16you know that is here at the top notice I'm
18:18connected to a different tableau online
18:20instance
18:20this one's actually in America 10ax these
18:23are using sort of acronyms to tell you
18:25where in the
18:25world your tableau online instance is so I
18:27'm actually connected to this one okay so
18:30now I'm
18:31actually able to publish up the workbook so
18:33if I go ahead and click publish workbook it
18:36will give
18:36me the interface for publishing and I can
18:38go ahead complete these and hit publish I'm
18:41not going to go
18:41into this too much I'll cover that in
18:43another video in the future one or more
18:45views may cause
18:46issues when viewed on the platform to which
18:48you are publishing the worksheet has no
18:49data that
18:50makes sense so what we'll do is I'll just
18:52click ok and it should just progress
18:54through it's just
18:55basically an alert telling me this might
18:57happen and of course when it's all done
18:58you can see here that it's all published
19:03and looking great so we're pretty much
19:08ready to go
19:09and everything is sort of nicely set out so
19:12that's essentially how to publish up to
19:14tableau online
19:15or tableau server let's go ahead and to
19:17tableau public in order to do that what I
19:20have to do is
19:20sign out here again because this data
19:22source is not on tableau online this is not
19:24going to cause
19:24any issues now for tableau public you go to
19:28tableau public here okay and you want to
19:31basically
19:32give this option here save to tableau
19:33public and there's actually two options you
19:35can save it to
19:36tableau public or save it to tableau public
19:38as okay so let's click on this option just
19:41so you
19:41can see sort of how this works and for this
19:43one I actually have a different login
19:45okay so what you're seeing here is an error
19:50okay an error occurred while attempting to
19:53save the
19:54workbook the tableau server you're probably
19:55actually requires extracts to be enabled
19:57for
19:57data sources this is essentially because I
19:59'm trying to publish up a workbook without
20:02a connection that it's going to be able to
20:04see you see here I'm on a live connection
20:06and that's
20:06not going to work so what we need to do is
20:08to go back and we need to take an extract
20:11of this data
20:11so I could actually take the use extract
20:13here and I'm just going to regenerate
20:15because it couldn't
20:16find it I deleted it of course it actually
20:18knew where I saved that previously let's
20:20hit it to the
20:20desktop I hit save and it's just going to
20:23call this federated now that's done I can
20:25go to server
20:26go to tableau public save to tableau public
20:29as and now I actually have this option and
20:32you'll see it
20:32will take the workbook name and I can
20:35actually change this if I wanted to I could
20:37use the name
20:38of any previously published workbook and
20:40then hit save and when that saves up it's
20:43actually going to
20:44pop up the tableau public window when it's
20:46done it's going to ask me to save there
20:47because it's
20:48a separate browser entrance so so let's
20:51wait and see and actually now we logged in
20:53straight away
20:59and the interesting thing here is it's
21:01actually loaded up on sheet number one okay
21:04so the the
21:05funny thing here is because I didn't hide
21:07any sheets or tabs it's actually just
21:08loaded up on
21:09the first one and the way I know this is if
21:11you go to the bottom you can see here the
21:13metadata sheet
21:14one sheet two and dashboard one so if I
21:16actually click on dashboard one you'll
21:18actually see the
21:19dashboard that I built so that's a little
21:21hack if you ever go down to any tableau
21:22public viz
21:23you can actually see which sheets are
21:25contained here if the user hasn't hidden
21:27them right that's
21:28the key prerequisite here so let me show
21:30you how that works if I just let's let's um
21:33that's
21:33what I hide this and let's hide this okay
21:35so I've hidden all the sheets I've just got
21:37dashboard one
21:38go to tableau public and save to tableau
21:40public because I have already saved
21:43something there when
21:44I hit save again it just pushes up an
21:46update and essentially that should all be
21:48ready to go in a
21:49second and we're basically there and now it
21:52will load up dashboard one but this time if
21:55I go to the
21:56metadata you won't see the other sheets
21:58because I've actually taken the effort to
22:00hidden them so
22:01this is how you know on tableau public
22:02whether someone's you know really nice
22:04tableau because
22:05they've built something great but then they
22:06haven't hidden those sheets that they're
22:08not
22:08supposed to see so that's a little little
22:10tip here that I can give you for free okay
22:12so that's
22:13basically how to publish up to tableau
22:15public I've shown you how to publish to
22:17tableau online
22:18and that is pretty much the full story of a
22:20tableau workbook you open them you create
22:22them
22:23you connect to your data sources you build
22:24whatever visualization you're going to do
22:26everything's contained in there I've
22:28already done a video on tableau bookmarks
22:30that's how you save
22:30an individual sheet to its own file but
22:33workbooks contain a whole bunch of sheets a
22:35whole bunch of
22:36dashboards if you build the many of them
22:38and they essentially save everything a
22:39package workbook
22:41brings the data along with it where it
22:43makes sense and a normal workbook just
22:45contains the
22:46information about the visualizations it
22:48doesn't contain any data source and that's
22:50pretty much
22:50the world of a tableau workbook if you
22:53found this video useful let me know hit the
22:55plus button hit
22:56the subscribe button I'd love to know more
22:58what kind of content you'd like to see I've
23:00got loads
23:01of suggestions of people suggesting other
23:03platforms I should make videos for that's
23:06really tough to do
23:07and it's much much easier for now to just
23:09keep using youtube I do hear you there I
23:11will try and
23:12make it much easier to access all the
23:14videos that I've made I've made over 100
23:16actually well over 100
23:18videos now covering a whole range of topics
23:20new versions old versions I've covered the
23:22whole lot
23:22but it's actually really hard to browse the
23:24youtube library and actually get access to
23:26them so I'm
23:27trying to organize the content in a lot
23:30better way so stay tuned for that
In this video, I cover how to work with Wokrbooks in Tableau and also touch on some common pitfalls and nuances to be aware of if you’re new to Tableau. Tableau Release notes: Tableau workbook files have the .twb file extension. Workbooks hold one or more worksheets, plus zero or more dashboards and stories.Tableau packaged workbooks have the .twbx file extension. A packaged workbook is a single zip file that contains a workbook along with any supporting local file data and background images. This format is the best way to package your work for sharing with others who don’t have access to the original data.
0:00 Intro
0:50 Creating a Workbook
3:30 What’s stored inside my Tableau workbook
7:40 What’s stored inside a Tableau packaged workbook
15:40 Publishing workbooks to Tableau Server & Tableau Online
17:24 Pubising workbooks to Tableau Public
22:20 Outro