Publish a dashboard your manager can open alone

My manager wants to explore Monday's numbers herself, but the only working copy of this dashboard still lives on my laptop.

Intermediate to advancedRead 6 minDoing: an afternoon6 steps

▶ Start

What you'll have at the end

The dashboard published to the team's Tableau site, in a project whose rule grants the manager the viewing or filtering-and-editing level her site role actually supports, its data source set to reuse the publisher's login, and opened successfully by her on the exact link handed over.

Before you start

You need

A finished workbook connected to a real data source, and your own account already holding at least Explorer (can publish) access on a Tableau Cloud or Tableau Server site your organization runs.

Not covered

Choosing between a self-hosted Tableau Server and Tableau Cloud as the hosting platform in the first place, and whether Tableau Public could substitute for either (it can't: nobody can set who is allowed to see a workbook published there).

Leans on

6 steps

Where to go next

Turn a slow live dashboard into a fast extract

If the published copy is the one redrawing slowly on every click, speed matters more than reach; that recipe builds the fast extract this one just needs to publish.

Checked 26 Aug 2026

Part of the Tableau cookbook