You might need to save it as a twbx file. This should retain images, etc.
Here is a link with more information: Prepare Workbooks for Sharing | Tableau Software
Personally, I found it extremely helpful to include a shared excel file to keep track of changes made during collaborations.
Hi Lisa, thanks. I was hoping not to have to save to twbx, it just really messes up the process. If I create a workbook but want my colleague to add their work and simply save it for me to continue on later, it seems like a straight forward requirement. Obviously it's not as straight forward to have it setup this way in Tableau. Seems a shame.
With the additional lack of locking out a workbook (or least a warning of a workbook being open by another user), the collaboration options for the workplace appear to be lacking a bit right now
We got another designer on my team and I have also experienced this issue for the first time.
Will only one of us be able to publish changes?
I fear that if I add image file links (to the same file on the shared drive) the other designer will then not be able to see the images and therefore not be able to publish updates until "adding all of the images back".
Hi guys, as a general rule of thumb, unless an application is specifically designed to allow a document to be shared via network, sharing will likely result in lost changes or a damaged document. Servers (such as Tableau Server) are designed for precisely this purpose; desktop software is often not.
So what you are saying is that we should work around the issue and avoid having multiple desktop users editing the same .TWB file.
Would you agree that the best way to do this would be to have one user make changes only on the server using version 10?
Desktop was not designed specifically with collaboration in mind. Using SharePoint and the check-in/check-out process is one way I can think of to facilitate this request. Desktop is NOT Excel so don't expect it to have the same functionality. On a personal note, I find viz collaboration really odd.
I also highly recommend to never use mapped drives, always use UNC paths to files.
Michael Johnston wrote:
- So what you are saying is that we should work around the issue and avoid having multiple desktop users editing the same .TWB file.
- Would you agree that the best way to do this would be to have one user make changes only on the server using version 10?
2. You could but I would think that would be slower and won't be as easy as using Desktop -- would likely be very frustrating for experienced Desktop users, like going from a motorcycle to a bicycle.