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 Tabbed Views

If you are publishing a workbook that has multiple views (such as dashboards, worksheets, and stories), you have the option to show tabs during the publishing process. Tabs are buttons at the top of a view that allow users to navigate through multiple views within a single workbook. This is highlighted in Figure 7.43:

Figure 7.43 – Tabbed View

Dashboard images created by Chimdi Nwosu

After a workbook has been published, you can manage this preference from Tableau Server using the Tabbed Views option from the More actions ellipsis (), as shown in Figure 7.44:

Figure 7.44 – The Tabbed Views… option

Dashboard images created by Chimdi Nwosu

Clicking on the Tabbed Views… option will open a pop-up window that allows you to either Show Tabs or Hide Tabs, as shown in Figure 7.45:

Figure 7.45 – The Tabbed Views pop-up window

The option that...