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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 My Content and Account Settings

The last feature available in the top toolbar is the My Content and Account Settings menu. By default, this option appears as a circle with your initials inside of it in the top-right corner of your page, as shown in the following screenshot:

Figure 4.12 – My Content and Account Settings icon

This menu provides a shortcut that you can use to access your content on Tableau Server, a location to adjust your server settings, and more. It contains conveniences that can aid you in quickly navigating the server and help you customize your server experience.

We will examine each option that's available, starting with My Content.

My Content

The first selection that's available in the My Content and Account Settings drop-down menu is My Content. This option is shown in the following screenshot:

Figure 4.13 – My Content menu option

As the name indicates, this page provides...

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