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 metrics

Tableau metrics are created from an existing view and provide quick, at-a-glance data values. They are helpful for monitoring Key Performance Indicators (KPIs) for an organization without requiring developers or analysts to build a separate KPI view. Metrics allow users who are unfamiliar with Tableau Desktop, the Web Edit feature, or those who just don't want to go through the process of building an entire dashboard to almost instantaneously create an easy-to-understand, clean view connected to the original data source that allows them and others to monitor the performance of an important metric. The feature allows you to create metrics for all the important numbers that are frequently monitored from all the different reports, and then have them all available in a single location. Metrics are also optimized for both mobile and desktop use. They update automatically and display the most recent value. An example of some metrics is shown in the following screenshot...