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 alerts

An alert is an email notification that informs recipients when a data point reaches a defined threshold. You can configure alerts for yourself or other users from dashboards and worksheets. An alert cannot be made from a story. The Alerts button can be found on the toolbar between View and Metrics, as shown in the following screenshot:

Figure 8.19 – Alerts button

First, we'll explore how to create a new alert. Then, we will examine how to manage alerts and add yourself to existing alerts.

Creating an alert

Clicking this button will open the Alerts side panel, to the right of your server window. This panel will indicate if there are any existing alerts for the view or will say No alerts on this view, as shown in the following screenshot:

Figure 8.20 – Alerts side panel

Dashboard image credit: Chimdi Nwosu

To create an alert, follow these steps:

  1. Select a continuous numeric axis from...