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 Move

Sometimes, there is a need to reorganize items on the server by changing their project location. After content has been published, Tableau Server conveniently allows you to move it within a site. Depending on your site role and permissions settings, content that can be moved within the server includes projects, workbooks, metrics, and data sources. Individual views cannot be moved because they are considered to be part of a workbook.

To move an item, click on the More actions menu and locate the Move… option, as indicated in Figure 7.22:

Figure 7.22 – The Move… option 
Dashboard images created by Chimdi Nwosu

Clicking on this option will open the Move Content pop-up window. This contains each project available to you on the Tableau Server site. Once you have identified the desired project location, click on Move Content to confirm the change, or click on Cancel to close the window without saving any changes. Figure...