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Create an App Template

App templates bundle assets from one or more Tableau Next workspaces so you can share related insights and data sources.

Required Editions

View supported editions.
User Permissions Needed
To view, create, and edit Tableau Next templates: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set

To create an app template in Tableau Next, start from an existing workspace or from the Templates page.

Create a Template from a Workspace

  1. In Tableau Next, open the workspace you want to use for the template.
  2. In the workspace menu, click Generate Template.
    The Generate Template action for a workspace.

    The generated template contains all supported workspace resources. If an unsupported resource is present in the workspace, the process notifies you and creates the template without that resource.

Create a Template from the Templates Page

From the Templates page in Tableau Next , click New Template.
The New Template button on the templates page.

Use the Template Builder

  1. Enter a name for your template.
    The Generate Template window to set the template name and description
  2. Click Generate.
  3. Review the resources on the Resources page.
    The Resources page for a Tableau Next template
    1. Click Add Resources to add resources to your template.
      Add resources to an app template.
    2. Select one or more assets from the list to add as resources to your template.

      Supported asset types include workspaces and semantic models. Workspaces can include dashboards, visualizations, metrics, and semantic models.

      Note
      Note Data 360 data lake objects and data models objects aren’t supported.
    3. To add the assets, click Add.
  4. To add details to your template, open the Details page.

    The template details include name, version, description, highlights, and tags for target audience and industries. Add up to 5 preview images to showcase your template features.

    The Details page for a Tableau Next template
  5. To see how the template appears to users, click Preview.
  6. Save the template to share it with other users.
  7. To test the template, click Create App.

    This action installs your template as an app, where you can verify that the template creates assets successfully.

After your template is created, you can add more functionality by creating rules, variables, and a configuration wizard. For more information on additional functionality, see the App Template Developer Guide.