0:00Hey it's Tim here 2021.2 Tableau is
0:02essentially giving you the capability to
0:04open up a workbook
0:06from the browser directly in desktop. They
0:08're sort of calling it connected workbooks
0:10but I'm not sure
0:10that's the official name but in this video
0:12I'm going to show you essentially how it
0:13works. It's
0:14going to be a super short and quick video.
0:16Okay so I'm here on Tableau Online I've got
0:18my super
0:18store workbook and I essentially want to
0:20open this in Tableau Desktop. So when I
0:22click on these three
0:23dots you'll see that I get this new
0:25contextual menu and opening it in a desktop
0:27is one of those
0:28options. Now when I go ahead and click this
0:30option if I just go ahead and click on it
0:32there
0:33you'll see that I get this little
0:34notification from Chrome to say hey this
0:36application is trying
0:37to open up desktop. So I'm going to say
0:39okay I'm going to click open desktop. By
0:41the way you should
0:43click always allow if you don't want that
0:44notification to come up but in that case I
0:46didn't
0:47and when it opens up essentially I haven't
0:49had Tableau open everything was closed. I
0:51closed
0:52everything to make sure. There's a couple
0:54things I want to check here. Number one is
0:56it going to
0:56log me in automatically am I going to have
0:58to log in again and number two at what
1:01state is it going
1:02to open up in okay and so with this one all
1:03we've done is we've opened up the workbook
1:06directly from
1:06the browser and actually you can see that
1:08it is actually connected you can just see
1:10here at the
1:11top that it's actually got the Tableau
1:13Online instance and the name at the top so
1:15that just
1:16clearly shows you that everything is coming
1:18from Tableau Online. So so far so good that
1:20's worked.
1:21I'm in the workbook I'm sort of don't know
1:23what's actually happened. I don't know
1:24where it saved
1:25this it's just going ahead and open it if I
1:27click save I just want to see what happens.
1:29I want to
1:30see if it publishes it up or if it actually
1:32gives me the option to save it in the
1:34desktop. So if I
1:35actually click on this a little directly
1:37you can see that it's actually keeping it
1:38in the my Tableau
1:39repository folder that's sort of where it
1:41wants to save it which maybe is a clue
1:43where it's coming
1:44from but long story short that works really
1:46really smoothly. Now the next test I want
1:48to do is I'm
1:49working on something in Tableau Online in
1:51the browser and I come up against something
1:53that I
1:53can't do and I quickly want to switch the
1:55desktop to finish it off so let's go ahead
1:58and try and do
1:58that. I'm going to go ahead and close Table
2:00au again and I'm just going to select done
2:02there
2:03because there was no issue there so
2:04everything's working fine. I'm actually
2:06going to go ahead and
2:07go into this workbook and what we're going
2:09to do is we're just going to go into the
2:11overview page
2:12okay and once we are here we're going to
2:14try and make some edits. So I'm going to go
2:17right into an
2:18edit in the browser and then I'm going to
2:21try and see how it picks up that edit when
2:23I open up in
2:24desktop. So what I'm going to do is I'm
2:26going to change the color palette something
2:27nice and visual
2:28that everyone here watching the video can
2:31see very easily okay and you can see that
2:33it's obviously
2:33done something because last edits recovered
2:36to save all changes click file save that so
2:38there's
2:38obviously some change that I've made I
2:40think it might actually be the change that
2:42I was making in
2:43desktop so let's sort of push through so we
2:45're just going to close that I'm going to
2:47leave
2:47everything as is and we're going to go
2:49ahead to color I'm going to edit the colors
2:51and we're going
2:52to choose a different color palette we'll
2:54choose a glaringly bad color palette let's
2:57choose sunrise
2:58set diverging let's wait for that to stick
3:00and yeah that's pretty much it everything
3:03is good to
3:04go okay so now I'm here I want to switch to
3:06desktop I don't want to save I don't want
3:08to do anything
3:09let's see how that works okay so there's
3:11actually a new icon to be aware of so you
3:13might you might
3:14actually think that you go to far here and
3:16you know connect connect to something and
3:19you see there's
3:20just the saving option there's no sort of
3:22open in or you know open in desktop or
3:24something like
3:24that feature like you'd normally have the
3:27actual place you need to go is this tiny
3:29icon over here
3:29it's this nice new icon which is
3:31essentially going to open it up in desktop
3:33so let's go ahead and
3:34click on that and see how that works so let
3:36's go ahead and click on that you'll see
3:38there's even a
3:39shortcut which is actually really good for
3:41pro users shortcuts are so important so I
3:43love that
3:44so this workbook has unsafe changes save
3:46your changes and try again so unfortunately
3:49you do
3:49need to save things and before you go ahead
3:51I was sort of hoping it would sort of do
3:54that for you
3:55now the workbook is saved let's go ahead
3:57and I'm gonna click always allow now
3:59because this
4:00notification is annoying me and a tableau
4:02also tells you that look that you might
4:04have some
4:05troubles because the way browsers work a
4:06lot of browsers will ask you for permission
4:09to do
4:09absolutely anything so let's go ahead and
4:11the key thing I want to see is where does
4:13it drop me does
4:13it drop me in that map page that I was at
4:15with a sort of awful color palette or is it
4:18just going to
4:19drop me in the workbook so let's wait and
4:20see what happens and it's dropped me right
4:24in the map so
4:24this is kind of nice so you have to save
4:27your work on tap online you hit that button
4:29and boom and it
4:30opens it up now I have to say this is a lot
4:32faster than downloading the workbook then
4:34double clicking
4:35the workbook and then opening it in tableau
4:37just opens it up and you can just have the
4:39seamless
4:39experience of using your content as it
4:42should be so here we are this is this has
4:44worked really
4:45really nicely now the thing I'd love to
4:48know now is if I go ahead and save this now
4:51that I'm here
4:52the sort of the complex thing is I've taken
4:54myself out of the flow and what I then have
4:56to do now to
4:57sort of get this working is to publish it
4:59back up so I'd love the save option on
5:01desktop to sort of
5:02somehow sync up with the server and for the
5:05changes to actually pick up essentially
5:07right so at this
5:08at this point in frame I'm having to sort
5:11of publish this over the existing workbook
5:14whereas
5:14if you're sort of going to connect these
5:16two experiences what I'd like to see in the
5:18future
5:19is for the save function to have a save and
5:21overwrite function so that when you save
5:23it also publishes it up to server so when
5:26you go over here to file save or save as
5:29and that it
5:30stops being just a you know file specific
5:32thing on your machine and it starts to
5:34become a more
5:34connected feature as they circle call the
5:36feature okay so that's pretty much it you
5:38can see here
5:39that I've got my workbook saved it's
5:41updated at 1pm and we're pretty much ready
5:44to go so that's
5:45the feature in a nutshell let me know what
5:47you think in the description below and
5:48hopefully yeah
5:49we'll catch you in the next video about
5:512021.2
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