You can downgrade workbooks to share them with people using older versions of Tableau products.
Important: When you downgrade to an older version, any features or functionality that aren't available in that version are removed for compatibility.
Export to an earlier version from Tableau Desktop
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In Tableau Desktop select File > Export As Version and select the version that you want to downgrade to. (The earliest version you can export is Tableau Desktop 10.2.)
- Save the workbook to your My Tableau Repository or a selected folder.
Downgrade workbook when publishing to Tableau Server
If you're using a newer version of Tableau Desktop with an older version of Tableau Server, you can downgrade to the older Tableau Server version when you choose Server > Publish Workbook. A warning message appears indicating that the Tableau Server version is older:
If you later open the downgraded workbook in the newer version of Tableau Desktop, you'll see a message like the one shown below. You may then need to add back the features that were removed when the workbook was downgraded.
Note: Data sources are not downgraded during publishing.
Download an older version from Tableau Online or Tableau Server
If you're using Tableau Online or Tableau Server, you can download a workbook to be opened in an older version of Tableau Desktop.
In Tableau Server or Tableau Online, open the view you'd like to download.
Click the Download button, and then click Tableau Workbook.
Select the version that you want to export to. (The earliest version you can download is Tableau Desktop 10.4.)
For more information, see Download Views and Workbooks.
When does compatibility matter?
Compatibility issues typically arise only between release versions of Tableau products. For example, if you are using a new version of Tableau Desktop and others are using an older version, or if you need to publish to an older version of Tableau Server.
Release version examples are Tableau Desktop version 2019.2, or Tableau Desktop version 2018.2.
Typically, there are no compatibility issues with maintenance (or dot) release versions, for example, between Tableau Desktop version 2019.3.1 and Tableau Desktop version 2019.3.2.
To identify which version of Tableau Desktop you're using, select Help > About Tableau from the top menu.
For more detailed information, see Make Workbooks Compatible Between Versions in the Tableau Deployment Guide.
For details about data source support by release, see the Release Notes(Link opens in a new window) page.
Compatibility between versions of Tableau Desktop
Tableau Desktop users can share workbooks—for example, by emailing them or copying them to a location on the company network. But if two users are using different versions of Tableau Desktop, sharing isn't always possible. Tableau Desktop is backward compatible, which means:
A newer version of Tableau Desktop can open a workbook created with an older version.
An older version of Tableau Desktop can't open a workbook created with a newer version unless it is exported to that older version.
For more information about exporting your workbook to an earlier version of Tableau Desktop, see Export to an earlier version from Tableau Desktop in this article.
For more information about compatibility between versions, including Tableau extracts, see Compatibility between versions of Tableau Desktop in the Tableau Deployment Guide.
Compatibility between Tableau Desktop and Tableau Server
A workbook created with any version of Tableau Desktop can connect to any supported version of Tableau Server. But once you are connected, compatibility can be an issue depending on the version you are using and the action you're performing.
Publishing from Tableau Desktop to Tableau Server
You can publish workbooks and data sources to Tableau Server if the version of Tableau Server is the same or newer than the version of Tableau Desktop. For example, you can publish workbooks and data sources from Tableau Desktop 2019.1 to Tableau Server 2019.1 and later.
If Tableau Server is running an earlier version than Tableau Desktop, you will be prompted to downgrade the workbook before you can publish it to Tableau Server. For more information about how to downgrade your workbook, see Downgrade workbook when publishing to Tableau Server in this article.
Note: If your workbook contains an extract using the .hyper format or if you are running Tableau Server version 10.1 and earlier, the downgrade workbook features are not available.
Downloading workbooks from Tableau Server or Tableau Online
A workbook on Tableau Server or Tableau Online has the same version as the version where it was last edited.
As a result, compatibility issues can arise:
If someone edits the workbook on the server, the workbook is updated to that version of Tableau Server.
If someone downloads the workbook from Tableau Server to a newer version of Tableau Desktop and edits, saves, and publishes it, the workbook is updated to the newer version of Tableau Desktop.
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If you edit or create a workbook on a newer version of Tableau Server or Tableau Online, you can download the workbook to be opened in an older version of Tableau Desktop. For more information, see Download an older version from Tableau Online or Tableau Server in this article.
Connecting to published extracts
If using Tableau Server version 10.5 and later, published extracts are automatically upgraded when you refresh them to the new .hyper extract format. If this happens, the workbook can no longer be opened using previous versions of Tableau Desktop. For more information about the .hyper extract format, see Extract Upgrade to .hyper Format(Link opens in a new window).
For previous versions of Tableau Server, any published workbook or data source with an extract created in Tableau Desktop retains its original version when it's refreshed or appended to on Tableau Server.
Connecting to Tableau Server-based data sources
Workbooks in Tableau Desktop can use data sources that have been published to later versions of Tableau Server. However, if you connect to a data source that uses features that aren't in that earlier version of Tableau Desktop, those fields are unavailable. For more information see Connecting to published extracts in the Tableau Deployment Guide.
Workbooks created in Tableau Desktop can always use data sources from an earlier version of Tableau Server.
To get the latest features and maintain the security, stability, compatibility, and performance of your Mac, it's important to keep your software up to date. Apple recommends that you always use the latest macOS that is compatible with your Mac.
Learn how to upgrade to macOS Big Sur, the latest version of macOS.
Check compatibility
If a macOS installer can't be used on your Mac, the installer will let you know. For example, it might say that your Mac doesn't have enough free storage space for the installation, or that the installer is too old to be opened on this version of macOS.
If you want to check compatibility before downloading the installer, learn about the minimum requirements for macOS Catalina, Mojave, High Sierra, Sierra, El Capitan, or Yosemite. You can also check compatible operating systems on the product-ID page for MacBook Pro, MacBook Air, MacBook, iMac, Mac mini, or Mac Pro.
Make a backup
Before installing, it’s a good idea to back up your Mac. Time Machine makes it simple, and other backup methods are also available. Learn how to back up your Mac.
Download macOS
It takes time to download and install macOS, so make sure that you're plugged into AC power and have a reliable internet connection.
These installers from the App Store open automatically after you download them:
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- macOS Catalina 10.15 can upgrade Mojave, High Sierra, Sierra, El Capitan, Yosemite, Mavericks
- macOS Mojave 10.14 can upgrade High Sierra, Sierra, El Capitan, Yosemite, Mavericks, Mountain Lion
- macOS High Sierra 10.13 can upgrade Sierra, El Capitan, Yosemite, Mavericks, Mountain Lion, Lion
Your web browser downloads the following older installers as a disk image named InstallOS.dmg or InstallMacOSX.dmg. Open the disk image, then open the .pkg installer inside the disk image. It installs an app named Install [Version Name]. Open that app from your Applications folder to begin installing the operating system.
- macOS Sierra 10.12 can upgrade El Capitan, Yosemite, Mavericks, Mountain Lion, or Lion
- OS X El Capitan 10.11 can upgrade Yosemite, Mavericks, Mountain Lion, Lion, or Snow Leopard
- OS X Yosemite 10.10can upgrade Mavericks, Mountain Lion, Lion, or Snow Leopard
Install macOS
Follow the onscreen instructions in the installer. It might be easiest to begin installation in the evening so that it can complete overnight, if needed.
If the installer asks for permission to install a helper tool, enter the administrator name and password that you use to log in to your Mac, then click Add Helper.
Please allow installation to complete without putting your Mac to sleep or closing its lid. Your Mac might restart, show a progress bar, or show a blank screen several times as it installs both macOS and related updates to your Mac firmware.
Learn more
You might also be able to use macOS Recovery to reinstall the macOS you're using now, upgrade to the latest compatible macOS, or install the macOS that came with your Mac.