Sharing dashboards in Tableau


Sharing dashboards via link

Use the link provided in the Share menu to ensure the Tableau menu selections are available to the recipient. 

These instructions are also available as a printable PDF.

  1.  Click Share.

    Screenshot of a Tableau dashboard with Share button outlined

  2.  Click Copy Link.

    Screenshot of Tableau dashboard with Share View pop-up window

  3.  The system will confirm that the link was copied to the clipboard. Paste the link to the desired location. 

    Screenshot of Tableau dashboard with pop-up message ''Dashboard' link copied to the clipboard'

 

Sharing dashboards via email

If a recipient has permissions to view the item, it may be shared in a system-generated email.

  1.  Click Share. Begin typing the recipient’s name and select it from the drop-down. 

    Screenshot of Tableau dashboard with Share View pop-up window and Share with people section outlined

  2.  Click Share.

    Tableau screenshot with Share View pop-up window and Share button outlined

  3.  A system-generated email provides the recipient with a preview image and a link.

    Screenshot of email titled 'Jane Smith shared the view "Dashboard" with you'