Send a Link to a Performance Dashboard View in Email

To share the contents of a performance dashboard with others, you can send a link to it in an email message. The recipient of the email can then view and interact with the dashboard.

Prerequisites:

• To share a view by sending a link to it, you must be set up as an Interactor user in Tableau Server.
• The person you want to share a dashboard with in this way must be set up as a user in Tableau Server.

To send a link to a performance dashboard view in email, complete the following steps:

1. Interact with the dashboard to create the view of the data that you want.
2. Click in the lower left corner of the dashboard.
3. In the Share View dialog box, select the link information in Email and paste the link into your email message.
4. Click Done.

When the recipient follows the link, he or she accesses the view directly in Tableau Server, not in Vision. All automatic filters and filters you apply yourself are also applied to the view when the recipient opens the dashboard in Tableau Server.