Book Image

Getting Started with Tableau 2018.x

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2018.x

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
Free Chapter
1
Catching Up with Tableau 2018
Index

Tableau Server security


To protect your Tableau Server contents, you can click on the three dots ... on any element (ProjectWorkbooksViews, or Data Sources) to show the options and select Permissions. When you click on Permissions, Tableau opens a new window where you can specify many security options.

Here's the Permissions menu:

On this menu, you'll always see the All Users permissions. You can click on the dots to edit them. You can also click on Add a user or group rule to specify new permissions for specific Users or Group. When you edit the permissions, you can see, for each element, a list of pre-configured roles.

If you click on the arrows next to an element (Project, Workbooks, or Data Sources), you get more detail and the possibility to edit each permission individually. Each Permission can be allowed (green), denied (red), or unspecified (grey). To edit an individual Permission, click on its box. 

Here's an example of a Permissions edition with a detailed view for Workbooks:

Know...