Publishing in Tableau from start to finish

On this page:


Build your report with Tableau Desktop

At IU, you can develop reports using Tableau Desktop, and then move them to Tableau Server to make them available to others. To learn about obtaining a license for the Tableau Desktop application, see Purchasing a desktop license for IU.

For information about downloading the correct version of Tableau Desktop for your operating system, see Downloading Tableau.

For Tableau training resources, see IT Training: Tableau Training Resources.

Find or request a Tableau project

Publishing Tableau reports to Tableau Server requires that your department have a Tableau project on Tableau Server. Tableau project names are usually made up of your department's campus code and department code (e.g., BL-VPFA for the Bloomington Vice Provost for Faculty Affairs).

If your department already has requested and received confirmation of a Tableau project, access your environments using the following links:

If your department has a Tableau project but you do not have publishing rights, see Accessing and managing CBI security groups.

To request a new Tableau project, see Request a new Tableau project or subproject.

If you're not sure whether your department has a Tableau project, or you don't know how to access your project, contact EDSS.

Publish a Tableau report to Tableau Server

To publish to Tableau Server:

  1. From the menu bar in Tableau Desktop, select Server, and then, from the drop-down list, select Publish Workbook.
  2. In the "Tableau Server Sign In" dialog box, in the "Server" field, enter tst.tableau.bi.iu.edu for the test server (the TST or DEV Tableau site), or tableau.bi.iu.edu for the production server (the PRD Tableau site).
  3. Fill in your IU username and passphrase in the appropriate fields, and click OK.
  4. In the "Select Site" dialog box, select dev or test if connecting to the test server, or prd if connecting to the production server. (System is a valid option only for administrators.)
  5. Choose your departmental Tableau project from the "Project" drop-down menu.
    Note:
    Do not manipulate the report's permissions. Permissions will be inherited from the project and modified later by the UITS Application Security and Quality Assurance (ASQA) team.
  6. Click Publish.

Move a report from DEV to TST to PRD

To move reports through the development life cycle, use the Tableau Desktop client to deploy to the appropriate development site (DEV then TST) and ultimately to the production site.

  • DEV: Useful for detecting minor differences in behavior when viewing reports in Tableau Desktop and Tableau Server
  • TST: Functional users can view reports' accuracy and functionality
  • PRD: Reports are made available to their intended audience

Secure your report

Tableau reports are secured using Active Directory groups created via the Consolidated Business Intelligence (CBI) Business Intelligence Manager (BIM) site. As a developer, your role in the security process is limited to requesting creation and modification of security groups in CBI using the BIM; assigning people to those groups; and assigning the groups to reports when publishing. For details about creating a security group, see Create a CBI security group in the BIM.

Although Tableau Server will allow you to make security changes to your reports, do not use this capability at IU. A centralized security team maintains and audits report security. If you make changes such as adding individual users to reports, updating group permissions, or setting the Show Tabs parameter, the security team will detect these changes and ask you to reverse them, or EDSS will reverse them for you.

Publish a Tableau report to the CBI

Security for your report is applied when the report is published to the CBI application. For instructions, see Publish a report to the CBI.

Publish a report to DS.IU

For instructions for publishing a report to DS.IU, see In DS.IU, how can I publish reports?

This is document bdxb in the Knowledge Base.
Last modified on 2018-10-12 10:45:46.

Contact us

For help or to comment, email the UITS Support Center.