Saving packaged workbooks

When you use local data sources, such as using sample files, Excel, the Access files, or text files, to create a Tableau workbook, sharing could become a challenge when your users do not have access to those data sources. We could overcome such a problem by saving packaged workbooks, which have the workbook as well as the local data.

Getting ready

Follow the Adding labels recipe to create a workbook using an Excel data source.

How to do it...

Once you have created the workbook with the graph and labels, perform the following steps to save the workbook as a packaged workbook:

  1. From the main menu bar, click on File and then on Save As.
  2. Enter a name for the workbook in the File name box
  3. Select Tableau Packaged Workbook (*.twbx) ...

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