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

Chapter 8: Interacting with Views on Tableau Server

In this chapter, you will learn how to utilize a series of helpful options for yourself and others when exploring a published view. After completing this chapter, you will know how to interact with views, obtain the raw data behind a mark, create Custom Views, alerts, metrics and subscriptions, make web edits, and share, download, and add comments to a view on Tableau Server. Many of the things you will learn about in this chapter will help you better direct end users to their desired information and improve the utilization of content on the server.

By the end of this chapter, you will know how to leverage many of the most common options and features that can be found on a page view. To be able to do this, we will cover the following topics:

  • Interacting with Views on Tableau Server
  • Examining View Data
  • Examining the Undo, Redo, Revert, Refresh, and Pause options
  • Examining Device Layouts and Data Sources
  • ...