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 Connection

When data connections are published to Tableau Server, the connection information is stored so that the data can refresh on a schedule and users can interact with the data. A password can be embedded in the connection, or the user can be prompted to enter a password when attempting to view the data. If you need to update the data connection information, you can do so by using the Edit Connection option found on the More actions ellipsis ().

Note

If you cannot see this option available, you might not have the required site role and/or be the owner of that item. Another method that you can use to edit the connection is to republish and overwrite the workbook or data source with the updated connection details.

If a workbook or data source has multiple connections, you will need to specify which connection you wish to edit. As discussed in previous chapters, you can view the individual connections using the Connections tab on a published data...