Book Image

Maximizing Tableau Server

By : Patrick Sarsfield, Brandi Locker
Book Image

Maximizing Tableau Server

By: Patrick Sarsfield, Brandi 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)
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 Edit Workbook/Edit View

The Edit Workbook or Edit View feature is available for workbooks and views, respectively, from the More actions ellipsis () menu. If you can see one of these options available, that means you have the proper permissions. Selecting the Edit Workbook or Edit View option will open a Web Edit page that will allow you to make edits to a view or workbook within Tableau Server without leaving your web browser. After clicking on the More actions ellipsis (), the Edit Workbook feature or the Edit View feature will be located at the top of their respective drop-down menus. Examples of where these features are located inside a More actions drop-down menu is shown in Figure 7.6:

Figure 7.6 – The locations of Edit Workbook and Edit View inside a More actions drop-down menu

After selecting either Edit Workbook or Edit View, a Web Edit page will open. Here, you will see an online layout that appears almost identical...