Step 8.3 - How to Publish Workbooks and Data Sources from Tableau Desktop to Tableau QA Site

Once the unit testing of the dashboard is completed on the Tableau Development Site, publish it to the Tableau QA Site so it can be shared with Interactors and Viewers for testing. 

In this example, we are going to see how to publish a sample "Superstore" workbook from Tableau Desktop to Tableau QA Site

1. Log in to Citrix Environment and open "Tableau File Explorer"

2. Copy the Workbook from Development folder

3. Paste it in the QA folder as shown below

4. Open "Tableau Desktop" and go to the "File" menu, and click "Open" 

3. Navigate to the QA folder and "Open" the Workbook. 

4. Go to Sheets and click on one of the sheets

5. If you notice the data sources below, they were pointed to the Tableau Development Site. We must create local copies of these data sources before publishing them to the Tableau QA Site.

6. Right-click on the "Sales Commission" data source and create a local copy as shown below.

7. Save it in the Extracts folder, as shown below. 

8. Repeat steps 6 and 7 to create a local copy for the "Sales Target Extract".

9. Right-click on the "Sales Commission" data source and select "Replace Data Source"

10. Replace it with the local copy, as shown below.

11. Right-click and Close the "Sales Commission" data source.

12. Repeat steps 10 and 11 to replace the data source for "Sales Target Extract"

13. As a best practice, rename both the data sources to remove the text "(local copy)". Right-click on "Sales Commission (local copy)" and select "Rename"

14. Repeat step 13 to rename "Sales Target Extract (local copy)"

15. Create extracts for all the three data sources. Extracts are highly recommended for the optimal performance of the dashboard.

16. Select the options below and click "Extract". You can also go ahead and explore other options later.

17. Repeat steps 15 and 16 to create extracts for the other two data sources.

18. Go to the "Server" menu and click on "Sign In"

19. Provide Tableau QA Server URL: https://tableauqa.ucsf.edu and click "Connect"

20. Authenticate with your "MyAccess" credentials.

21. Select "QA" site from the list

22. Select "Publish Workbook"

23. Select the options below and click the "Publish Workbook & Data Sources" button. You can go ahead and explore these options. 

24. Click "Yes" to publish

25. Click "Done" to confirm.

26. Log In to Tableau QA Server: https://tableauqa.ucsf.edu and verify the dashboard.

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