Can we provide security to publishing Tableau dashboard (on Tableau public) and share with clients without using Tableau server?
Problem Statement and Target Companies who can use this:
You have made a dashboard for your client using Tableau.
Your company is very small, having very limited budget for IT and a few clients only at this stage. You are looking to share Tableau reports with clients using Tableau public link.
Client looking for username and password for the link to access the reports.
Research:
1. By doing research and taking advice from contacts with experience in Tableau server, I realised that publishing reports on Tableau server makes the reports secure however it is not optimum solution for companies which have very limited budget as it comes with a huge cost.
2. Posting on Tableau public account, restricting visibility through Toggle button and sharing the link to clients to access the report is a workable solution but not preferred method as the link can be mistakenly shared to users not allowed to see the analysis.
Solution?
1. Creating a new account on Tableau public (https://public.tableau.com) with client details. Usually we publish reports on our Tableau public account, secure reports and share link to make it unrestricted access but here we have to create a new account for the end user.
2. Publishing the reports and making it invisible using the toggle button.
3. Sharing the link to with username & password for the client to access the report.
Explanation:
1. Anyone having the access to the link will have to provide username and password to access the report.
2. Also if someone is randomly searching for reports on Tableau public or Google etc with keywords related to the dashboard, they would be able to see the clients profile only but reports will still not be visible as they will have to login to the profile with the username and password to access the report.
Important Note: This does not signify that I am saying not to buy license for server, however this is a workable solution to start sharing reports with clients and providing security to the access of reports.
100 Lunches with Strangers | Data Analyst | #themeetupguy
4 å¹´Yes that's an complementary solution, however I would like to project reports using Tableau for clients and play around with filters to create an engaging experience. Secondly sharing ppt/images would solve purpose for high level insights but not optimum to present data at detailed level with large number of filters which I faced recently. Thanks Vivek Bhai for contributing here. Very thoughtful of you????
Tableau Consultant | Data Analyst | Data Visualiser
4 å¹´It's a bit tricky for really small businesses. The preferred solution would be for Tableau Viewer users, however these are currently restricted to a minimum of 100. If it's for 1-3 users, Tableau Creator users are the next best alternative. For more than 5, Tableau Explorer users are the way to go. If the dashboards are static, you could always push them out as a packaged workbook with the end user utilising Tableau Reader.
Assistant Director at Acuity Knowledge Partners
4 å¹´Ankit Sir, can't we download in some format like pdf or jpg and share directly to clients email?