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 the favorites menu

When viewing workbook content or a metric, you will see an additional icon appear in the toolbar at the top right of your server window, located between the quick search icon and the help menu icon. This icon appears as a list with a star in the corner, as shown in the following screenshot:

Figure 8.11 – Favorites menu icon

Clicking this button opens the favorites menu feature, which is a drop-down that conveniently lists all the content that you have marked as a favorite item. It also contains a search box at the top of the menu so that you can search for a specific favorited item that you have in mind. An example of this menu is shown in the following screenshot:

Figure 8.12 – Show favorites menu drop-down

If you utilize the search in this drop-down menu, you will only see search results that exist within this favorites list. How to add an item to your favorites list was discussed in Chapter...