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

Interacting with Views on Tableau Server

In this section, we will review some of the most common ways to interact with Views on Tableau Server. The ability to quickly and easily interact with visualizations, as well as obtaining immediate insights, is one of the primary reasons why Tableau is a leading data visualization software. When looking at a view – a visualization created in Tableau – it is important to understand that unless it was purposefully designed to be a static infographic, you are likely to have a highly interactive experience available. Let's go over two of the most common ways to interact with a view to gain additional insights, filtering, and hovering. If you open a view on Tableau Server and want to know more, all you need to do to gain deeper insights or analysis is select or hover over the items on your screen.

Filtering your data is one of the easiest ways to quickly refine the information presented to you. Applying this option is as simple...