To share a dashboard that contains confidential information about patients health and needs to always be up to date for a team of healthcare workers, you should publish it to Tableau Server. This will allow you to control who can access and interact with your dashboard, as well as schedule automatic refreshes of your data source or extract. Publishing to Tableau Public would expose your data to anyone on the internet, printing to PDF would not update your data, and exporting as a .twbx would require sending a large file that might not be compatible with other versions of Tableau. References: https://help.tableau.com/current/pro/desktop/en-us
/publish_workbooks_share.htm https://help.tableau.com/current/pro/desktop/en-us
/publish_workbooks_tableauserver.htm
When sharing sensitive and confidential information that needs to be kept up-to-date, such as patient health data for a team of healthcare workers, the best practice is to publish the dashboard to Tableau Server. Tableau Server is designed for secure, controlled access and can be configured to ensure that data is refreshed as needed. Publishing to Tableau Public is not secure for confidential data, printing to PDF or exporting as a .
twbx does not allow for live data updates.

* Using relationships: You can use relationships to link the secondary data source with the primary data source based on a common field. This will allow you to use fields from both data sources in your visualization without creating new fields or duplicating data. You can then replace references to update the dimension values. For example, you can use relationships to link the updated dorm codes with the primary data source and then replace Dorm_Code with Dorm_Code_New in your visualization.
https://community.tableau.com/s/question/0D54T00000C5ldZSAR/update-data-view-based-on-dimension To update existing visualizations with new codes without changing the field name, using relationships to bring in the secondary data source is appropriate. Then using Replace References allows you to update the references from the old dorm codes to the new ones while maintaining the existing field name.