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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

Navigating a workbook

Navigating a workbook in Tableau Server is very similar to navigating My Content as discussed in Chapter 4, Tableau Server Top Toolbar. Viewing a workbook in Tableau Server is a great way to get a quick overview of its components. Figure 6.1 presents an example of the top portion of a workbook page:

Figure 6.1 – Top portion of a workbook page

Dashboard image and table view created by Luther Flagstad

A chart icon and the title of your workbook appear in the top-left corner of your page. Directly to the right of the workbook title are three icons. The following list provides brief descriptions of these icon options:

  • Add to favorite: Appears as a star icon and is located directly to the right of the workbook title. Clicking this icon will add this workbook to your personal Favorites page.
  • Details: Appears as an information icon and is located directly to the right of the Add to favorite icon. Clicking this icon opens...

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