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 Device Layouts and Data Sources

At the top right of your server window, you will see two options next to the top toolbar that we discussed in Chapter 3, Tableau Server Navigation Pane. These two options are Device Layouts and Data Sources, as shown in the following screenshot:

Figure 8.8 – Device Layouts and Data Sources location in a dashboard view

Let's examine each of these options.

Device Layouts

If you are familiar with building a dashboard using Tableau Desktop, then you have likely seen the Device Preview feature, which assists you in selecting a size for your dashboard that fits the desired device (phone, tablet, or desktop). The Device Layouts button in the Tableau Server environment works similarly.

Clicking Device Layouts will open a window similar to the following:

Figure 8.9 – Device Layouts window

This window allows you to see the view as it would be displayed on a desktop, tablet...