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 Rename

There may be times when you need to rename an item that has already been published to Tableau Server. One way to do this is by completely republishing the item from Tableau Desktop to Tableau Server. However, this method requires you to not only republish an item but remove the original item and fix or replicate any broken connections, such as favorites, metrics, subscriptions, and more. Fortunately, you can avoid this by renaming the item directly on Tableau Server using the Rename… option in the Actions menu, as presented in Figure 7.20:

Figure 7.20 – The Rename… option Dashboard image created by Mark Bradbourne

Clicking on this option will open the Rename Workbook pop-up window, as shown in Figure 7.21:

Figure 7.21 – The Rename Workbook pop-up window

From this window, you can edit the existing text or enter a new name and click on Rename to save or Cancel to exit without saving your changes...