Have you tried cancelling at the login screen? Its difficult to troubleshoot problems like this without seeing what you mean, but you may just be able to cancel the login screen and just save the TWBX without being logged into Server.
Also, you don't have any user filters in place that you want to be respected, right? These only work when logged into Server, which is why I mention them here.
Also, what is your data source? If you're connecting to a Published Data Source on Tableau Server, then the connection requires being logged into Server. But I doubt that's the issue, you're likely just seeing the login screen because you just downloaded the workbook from your Server. I'm thinking a "Cancel" and "Save As" will be all you need to do here.
What you need to do is create a local copy of the data source (right click data source name and towards the bottom create a local copy) then replace the data source and close the one that is connected to the server. Then you can export the packaged workbook and have no problem with the login screen showing up. (at least this worked for me)
Thank you Matthew. Your solution surrounding the User Filters was actually what I needed. I removed the User Filters from the workbook, saved as a packaged workbook, and I'm able to open that new packaged workbook without the server login window occurring first.
I did try canceling as well on the original file, but that causes none of the worksheets to display any information.
The workbook was one I created locally, then published to the server. I used an extract to get the data from an excel spreadsheet. After I publish it to the server, does this mean the extract resides on the server as well?
No problem, your user filters are connected to the Server, so that makes perfect sense. Cancelling would only work if you don't have any other reason to be connected to the Server.
For your questions on what happens to your extract, see:
Note the comment:
- When we publish a workbook to Tableau that uses extracts made from a live connection, Tableau copies the extract into Tableau Server, and preserves the connection information about how to get back to the live connection so the extract can be refreshed. Plus we get the Scheduling & Authentication option.
As long as you download and save the workbook as a TWBX with the data extracted, the extract will travel with the TWBX file.
I hope this helps.