How to Share Your Workbooks with Others: A Guide

Are you looking for ways to share your workbooks with others without compromising the data or images? As a Tableau user, you might have encountered issues when trying to share packaged workbooks that contain Microsoft Excel or Access 2007 data sources. In this article, we will explore how to share your workbooks effectively using Tableau Desktop and its connectivity components.

Tableau Connectivity Components: A Must-Have

The dataionnectivity components are available on the Tableau Drivers page. To use them, you need to have Microsoft Excel and Access 2007 or the Office 2007 Connectivity Components installed on your computer. This ensures that you can access and share packaged workbooks containing Microsoft Excel or Access 2007 data sources.

Packaged Workbooks: What Are They?

When you save a workbook using Tableau Desktop, it includes all the data, including filter values, images, and background information. The default location for packaged workbooks is the Workbooks folder, where you can specify a file name for the packaged workbook during the Save process.

The Advantages of Packaged Workbooks

Packaged workbooks are convenient because they contain everything needed to view the workbook, including local file data sources and background images. This means that anyone who opens the file using Tableau Desktop or Tableau Reader can access the information without requiring access to the original data sources or resources.

Sharing Workbooks: Best Practices

Before sharing a workbook with others, make sure you save it in a packaged format. This ensures that all the necessary files are included, and the links to external resources are saved. When opening the workbook, the views will be automatically updated to reflect any changes that may have occurred to the data or images.

Sharing workbooks is an essential part of working with Tableau Desktop. By following these best practices, you can ensure that your packaged workbooks contain all the necessary files and links to external resources. This way, anyone who opens the file will be able to access the information without any issues.

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