May 31, 2017. Watch a Video: To see related concepts demonstrated in Tableau, watch these free training videos: Getting Started with Mapping (Link opens in a new window) (3 minutes) and Maps in Tableau (Link opens in a new window) (4 minutes). Use your tableau.com (Link opens in a new window) account to sign in.
Workbooks often reference external resources. For example, workbooks might reference background images or local file data sources such as Excel files, Access files, and Tableau extract files (.hyper or .tde).
When you save a workbook, links to these resources are also saved. The next time you open the workbook, the views are automatically updated with any changes that may have occurred to the data and images. In most cases, you will want to save the workbook in this way. But if you plan to share the workbook with someone who does not have access to the referenced resources or to Tableau Server, you might want to save a packaged workbook instead.
Packaged workbooks contain the workbook along with a copy of any local file data sources and background images. The workbook is no longer linked to the original data sources and images. These workbooks are saved with a .twbx file extension. Other users can open the packaged workbook using Tableau Desktop or Tableau Reader.
Create a .twbx with file-based data sources
The default location is the Workbooks folder of the Tableau repository. However, you can save packaged workbooks to any directory you choose.
The following files are included in packaged workbooks:
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If you are sharing packaged workbooks that contain Microsoft Excel or Access 2007 data sources, the people opening the workbook must either have Microsoft Excel and Access 2007 or the Office 2007 Data Connectivity Components installed on their computers. The data connectivity components are available on the Tableau Tableau Drivers page.
Create a .twbx with non-file-based data sources
If the workbook contains connections to enterprise data sources or other non-file-based data sources, such as Microsoft SQL, Oracle, or MySQL, the data must be extracted from the data sources for it to be included in a packaged workbook (.twbx).
Download Tableau 10.3 Desktop![]() Tableau 10.2 DownloadCreate a .twbx with Tableau Server data sources
If the workbook contains connections to a published Tableau Server data source, you must download a local copy of the Tableau Server data source, take an extract of it, and then replace the connection to the local copy for it to be included in a packaged workbook (.twbx).
Unpackage a .twbx
Packaged workbooks can be unpackaged.
On a Windows or macOS computer, rename the file with a .zip extension (for example, from myfile.twbx to myfile.zip) and then double-click it.
When you unpackage a workbook, you get a regular workbook file (.twb), along with a folder that contains the data sources and images that were packaged with the workbook.
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