A sales analyst wants to email an interactive workbook to a field manager who uses Tableau Reader and has no network access to the underlying database. In Tableau Desktop, which save or export option guarantees the visualization and all required data travel together in a single file?
Saving as a Packaged Workbook (.twbx) bundles the workbook, any local file-based data sources, and supporting assets into one file. This allows recipients-even those with only Tableau Reader and no database connection-to open and interact with the views. A Tableau Workbook (.twb) is just an XML file that references external data sources, so it breaks when the database is unavailable. Exporting a crosstab or an image produces static files that do not maintain interactive functionality.
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What is the difference between a Tableau Workbook (*.twb) and a Tableau Packaged Workbook (*.twbx)?
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How does Tableau Reader interact with a Packaged Workbook (*.twbx)?
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Why doesn't 'Export as Crosstab (.csv)' or 'Export Image to PNG' preserve interactivity in Tableau visualizations?
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