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 Refresh Extracts

Refresh Extracts is an efficient way in which to run an automatic extract refresh on your data or schedule an extract refresh. This option is available on the More actions drop-down menu of a workbook or data source. After clicking on the More actions ellipsis () button, the Refresh Extracts… feature can be found near the bottom of the drop-down menu. An example of where this feature is located inside a More actions drop-down menu is shown in Figure 7.40:

Figure 7.40 – The location of Refresh Extracts… inside a More actions workbook drop-down menu

Selecting the Refresh Extracts... option opens a Refresh Extracts window. You will be presented with two options: Refresh Now and Schedule a Refresh.

Refresh Now

The first tab and default option on the Refresh Extracts window is Refresh Now. You can view an example of this window in Figure 7.41:

Figure 7.41 – The Refresh Extracts...