Know the consequences of setting explicit permissions And be aware, even if you set permissions during publishing, the person who manages permissions on the server might change these settings afterward. If you work in such an environment, you will not be able to set unique permissions for your content. It’s common (and recommended) practice for an administrator to lock permissions to the project. Tips for deciding whether to set permissions on contentĬonsult with your Tableau administrator to learn the guidelines for your organization. Depending on your environment, this might be as you intend, or it might conflict with the guidelines your administrator has set and have unintended consequences. This means changes to the permission rules for the project will not impact your content. When you change permissions in the publishing dialog box, you are setting unique permission rules for the content you’re publishing. By default, the content you publish follows the permission rules of project you are publishing to. When you start the publishing process, the dialog box shows the permissions that will be applied. About setting permissions during publishing But if you are publishing content into a customizable project and there is a reason your content should have unique permissions, you can set permission rules during publishing. If you are publishing to a locked project (Link opens in a new window), you won’t be able to modify the permissions. When possible, it is best to use the default permission rules for the project where you are publishing your content. For information, see Set Credentials for Accessing Your Published Data. Accessing some data types requires signing in using a database name and password or embedding database credentials into the connection. Note that permissions are different than access to the data source. For example, who can interact with views in a workbook, download a copy of a data source, and so on. Permissions allow or deny other users access to published content on Tableau Server or Tableau Cloud. Step 5: Embed the dashboardĬlick on the Share (three-dotted) button at the bottom right corner of your viz and you will see a window pop up with the embed code and link to the dashboard.ĭepends on your website, you can either directly use the embed code (javascript) or use an iframe.As the publisher of a workbook or data source, you may be able to set permissions as part of the publishing process. Step 4: Prevent users from downloading the dashboard and hide your Tableau Public profile info.Ĭlick view > scroll down and click edit details > uncheck ‘allow others to download or explore and copy this workbook and its data’ & uncheck ‘show author profile link’. In your Tableau Public profile, toggle the visibility to not visible so this dashboard is exclusively visible only on the webpage you embed it in. Step 3: Hide the dashboard in Tableau Public In Tableau, Click Sever>Tableau Public>Save dashboard to Tableau Public (log in using the Tableau Public profile you just created). Step 2: Save dashboard to Tableau Public. So unless each one of your web visitors has a Tableau viewer license, it’s impossible to embed Tableau dashboard into your web content without some people not being able to view it. The person accessing the view must also have an account on Tableau Server or Tableau Online to be able to even view the dashboard. Tableau, which many companies use as the visualization tool, hasn’t made it easy for users to do that. We’ve seen the power of data storytelling with live data (especially during this COVID-19 period) - stories enriched with more context, readers are more engaging and will repetitively return to the site to check on the auto-updating dashboard. More and more publications are incorporating live dashboards into their stories.
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