How to Publish Tableau Dashboards

Last Modified: April 1, 2024 - 3 min read

Julian Alvarado

In a world driven by data, the ability to share insights clearly and efficiently is invaluable. Tableau dashboards offer a dynamic way to present these insights, but sharing them is another story.

If you’re wondering how to turn your analysis into an easily shareable dashboard, we’ve got just the guide for you.

Preparing Your Dashboard for Publishing

Ensuring your dashboard is ready for publication involves fine-tuning for visual appeal, performance, and security.

  • Web Optimization: Make your dashboard quick to load and easy to navigate. Choose clear visuals over complex elements that slow down performance.
  • Security and Permissions: Secure your data and set the right dashboard access levels. Align with your organization’s data policies.
  • Interactivity and Connectivity: Use Tableau’s interactive features, like filters and parameters, to engage viewers. Verify data connections for smooth operation.

Pro-tip: Save yourself some time. Coefficient makes it easy to share dashboards directly from your spreadsheet.

See how Miro uses Coefficient to keep its team aligned.

Step-by-Step Guide to Publishing a Tableau Dashboard

Publishing your Tableau dashboard allows you to share your insights with a broader audience, whether it’s your team, your organization, or the world. Here’s how to navigate this crucial step seamlessly.

Step 1. Confirm Dashboard Readiness

Start by ensuring your dashboard is ready and saved. Navigate to File > Save to Tableau Public.

Guide on saving your ready dashboard to Tableau Public through the File menu.

Step 2. Signing in and Saving Your Workbook

Sign in to your Tableau Public account, name your dashboard, and click ‘Save.’ The process might take a moment.

Instructions for signing into Tableau Public, naming, and saving your dashboard with a note on process duration.

Don’t want to wait? Coefficient’s pre-built dashboards update instantly with your data.

Step 3. Viewing Your Published Dashboard

Once saved, your profile in Tableau Public will display your newly published dashboard.

Viewing your newly published dashboard in your Tableau Public profile after saving

It’s now live for you to share and view.

Coefficient Excel Google Sheets Connectors
Try the Free Spreadsheet Extension Over 314,000 Pros Are Raving About

Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.

Get Started

Step 4. Adjusting Visibility and Editing Online

Decide if your dashboard is for everyone or just select viewers. You can tweak settings even after publishing by clicking “Edit.”

How to decide dashboard visibility for all or select viewers and edit settings post-publishing in Tableau.

For a detailed video walk-through, check out our YouTube Tutorial.

Tips and Best Practices

Publishing is just the beginning. Keeping your dashboard engaging is crucial.

  • Make it Interactive: Let users play with the data. Regular updates mean your dashboard always has the latest info, thanks to Coefficient’s auto-updates.
  • Feedback is Gold: Listen to what your users say to make your dashboard even better.
  • Guide the Story: Help users through the data with Tableau’s stories and actions.
  • By following these tips, you’re set to share powerful insights, helping everyone make better data-driven choices.


Publishing Tableau dashboards doesn’t have to be complicated. With these straightforward steps, your insights are ready to inform and inspire.

For those looking to elevate their data sharing further, integrating dashboards with Coefficient opens up new possibilities, making data analysis and publication a seamless process.

Get started today for free!

Connect Tableau to Spreadsheets Instantly

Automatically sync Tableau with Google Sheets or Excel using Coefficient’s one-click connector.

Try the Spreadsheet Automation Tool Over 350,000 Professionals are Raving About

Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
350,000+ happy users
Wait, there's more!
Connect any system to Google Sheets in just seconds.
Get Started Free

Trusted By Over 20,000 Companies