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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 row-level security

After publishing a workbook to Tableau Server, all the users who are granted access to that workbook can view all the data within those views. But what if you want different users to have different access to the data being provided? That is where Row-Level Security (RLS) comes in. In Tableau, RLS allows the dashboard developer to restrict what data a certain user can see when interacting with a workbook or data source. This is accomplished by applying a filter that defines security policies that stipulates which "rows" of data a user can see when they sign in to Tableau Server. RLS helps provide better control over the data a person can see based on the restrictions placed on their username when they log in to Tableau Server.

Let's imagine RLS in practice. Pretend you work for a large U.S. insurance company. The company divides the country into four regions in which it provides insurance coverage: North, East, South, and West. The company...

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