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Maximizing Tableau Server

Maximizing Tableau Server

By : Sarsfield, Locker
5 (18)
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Maximizing Tableau Server

Maximizing Tableau Server

5 (18)
By: Sarsfield, Locker

Overview of this book

Tableau Server is a business intelligence application that provides a centralized location to store, edit, share, and collaborate on content, such as dashboards and curated data sources. This book gets you up and running with Tableau Server to help you increase end-user engagement for your published work as well as reduce or eliminate redundant tasks. You’ll explore Tableau Server's structure and how to get started by connecting, publishing content, and navigating the software interface. Next, you’ll learn when and how to update the settings of your content at various levels to best utilize Tableau Server’s features. You’ll understand how to interact with the Tableau Server interface to locate, sort, filter, manage and customize content. Later, the book shows you how to leverage other valuable features that enable you and your audience to share, download, and interact with content on Tableau Server. As you progress, you’ll cover principles to increase the performance of your published content. All along, the book shows you how to navigate, interact with, and use Tableau Server with the help of engaging examples and best practices shared by recognized Tableau professionals. By the end of this Tableau book, you’ll have a solid understanding of how to use Tableau Server to manage content, automate tasks, and increase end-user engagement.
Table of Contents (16 chapters)
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1
Section 1: Getting Started with Tableau Server
4
Section 2: Navigating and Customizing the Tableau Server Interface
8
Section 3: Managing Content on Tableau Server
12
Section 4: Final Thoughts

Examining Tag

Tableau Server offers many tools to aid you in finding information. However, the Tag… feature might be one of the most underutilized. A tag is a keyword that can be attached to workbooks, views, metrics, and data sources to help you filter and categorize your content. If you author a piece of published content, then you can add tags to it or remove tags from it. Additionally, if you are assigned a Creator or Explorer site role, then you can add or remove tags on content that you have been granted permission to. After clicking on the More actions ellipsis () button, the Tag... option can be found near the top of the drop-down menu. An example of where this feature is located inside a More actions drop-down menu is shown in Figure 7.13:

Figure 7.13 – The location of Tag… inside a More actions drop-down menu

Adding a Tag

To add a tag, begin by clicking on Tag... inside the More actions drop-down menu. This will open...

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