Packaged Workbooks

What’s New in the November Releases
Tableau Desktop v3.5 + Tableau Server v1.5
2007 © Tableau Software – All rights reserved
New in November
Packaged Workbooks
help you easily share your work with others
Updated Visual Styles
instantly create visually effective graphics
Field Labels
provide context and clarity to the displayed data
Legend Highlighting
allows a quick, focused study on individual data series
Dashboard Layout
improvements make for a better experience creating dashboards
Presentation Mode
lets you focus on your data and analysis findings
Server UI Refinements
help you browse for content more naturally
Improved Performance
in both the desktop and server products
2007 © Tableau Software – All rights reserved
Packaged Workbooks
A common use of Tableau Desktop is to connect to file-based data sources such as Excel, Access, or text files for the raw
data used in the analysis. A growing number of customers use background images from the local file system (.png, .gif,
and .jpg files) for placing data in context (typically geographic). Working with these local file system files is fine for singleuser scenarios, but when users want to share their workbooks with others it can be time-consuming and error-prone to
remember to include all the additional external files when sharing the Tableau workbook. The new Tableau Packaged
Workbook feature makes sharing easier.
The Packaged Workbook file is a new format Tableau workbooks may be saved as. When saving as a Packaged
Workbook, Tableau Desktop automatically collects all referenced external files (Excel, Access, text, and image files) and
packages them together into a single .TWBX file. This packaged file can then be easily shared with others users via email,
a shared file system, or by Publishing to the Tableau Server. When the recipient or the Tableau Server opens the
packaged workbook, all the data content and background images it requires are accessible within.
Tableau Server
Save individual files as part of the Tableau Packaged Workbook
This single file is easy to email, share, or publish to the Tableau Server
email
2007 © Tableau Software – All rights reserved
Updated Visual Styles
The default settings for the various visual style elements have been updated. The goals of these new default styles are (i)
to more deeply embrace best practices for graphic display of information and (ii) to improve the visual impression of the
graphics when exported to the web, PowerPoint, PDF, or an Office document. The intention is to create visually effective
graphics without the need for the user to perform formatting tasks in most cases. Elements being updated include the
default fonts & font colors, row & column labels and headers, divider lines presence and style, text band shading, and axis
tick mark and label treatments.
Pre 3.5 default style
Pre 3.5 default style
New default style
2007 © Tableau Software – All rights reserved
Field Labels in Table Headings
Tableau now supports including field labels in the headings of tables. For example, a column containing the values “East”,
“West”, and “South” may now have a header which indicates this is the “Customer Region”. This addition provides more
context and clarity to the information displayed in the table, especially when the workbook is shared using Tableau Server
where the viewers do not see the structure of the visualization.
2007 © Tableau Software – All rights reserved
Legend Highlighting
When working with a number of elements in a graphic having a quick way to identify a particular item and have it draw
prominently to distinguish it from the others on the page is a useful technique in analysis and presentation. The Legend
Highlighting feature does just that – provides an quick way to select an item in the legend of the display and have the
corresponding line, bar, or other mark come to the forefront with a unique highlighting to allow a focused study on the item.
2007 © Tableau Software – All rights reserved
Dashboard Filter and Legend Layout
The default layout logic for adding filters and legends to dashboards has been improved to make better use of the screen
space. In prior versions, adding filters and legends to the dashboard would divide the drawing region into equal sized
vertical areas for these elements to be added into. For legends or filters with few items, this would often result in unused
space between the elements. The new layout logic now optimizes the individual sizes of the layout and filter regions to
make better use of the vertical space, which generally results in a better experience when filters or legends have more than
a few items.
Pre 3.5
3.5
The three columns of filter &
legend layouts to the left
demonstrate the new logic.
The left-most column is the default
layout from releases prior to 3.5,
where the layout simply divides the
region into equal sized parts.
The center column is the new
default where the layout accounts
for the varying size of the controls.
The right-most column
demonstrates manually resizing
the top filter to show the affinity of
the bottom three to the bar chart
on the bottom of the page, with
proper sizing within the available
area.
2007 © Tableau Software – All rights reserved
Presentation Mode
Presentation mode is a new option in Tableau Desktop designed to help with interactive sharing of the Tableau workbook.
Presentation mode hides all the interface elements except for the minimal to support an interactive presentation of the data
content. Using presentation mode is more flexible than simply exporting a series of images to a presentation software
package, in that Presentation mode allows for the interactivity of being able to highlight, focus, hide, set filters, and move
between the sheets in the workbook. This provides for a nice technique to deliver compelling and interactive discussions
about your data.
Presentation mode brings
focus solely to your data
When designing your visualization
the data window, page, filter, mark
and other cards are available on the
screen
2007 © Tableau Software – All rights reserved
Server UI Refinements
Along with general usability refinements, the Tableau Server browse interface listing the content available for a user to
work with has been dramatically enhanced to show structure and organization to the contents of the View, Workbook, and
Project lists.
2007 © Tableau Software – All rights reserved
Improved Performance
A series of performance optimizations for both the desktop and server products have been implemented. Optimizations
include improvements in querying the database when using filters and ad-hoc groups. Performance when working with
Tableau Extract files is improved, especially when the extracted data comes from a star schema modeled source. Server
customers will notice the performance improvements when browsing for content to view.
Queries with filters and ad-hoc groups will
perform better in many scenarios
Extract files now retain the star schema
structure and will perform better for many
queries
2007 © Tableau Software – All rights reserved
2007 © Tableau Software – All rights reserved