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 subscriptions

A subscription to a view in Tableau Server means that you will automatically receive regularly scheduled emails containing an image or Portable Document Format (PDF) of a view or workbook. So long as your Tableau Server administrators enabled the subscriptions function for your site, you should see the Subscriptions button on the toolbar in the top-right corner of your page. This button can be identified by the letter icon with a plus sign and the word Subscribe next to it, as shown in the following screenshot:

Figure 8.35 – Subscribe button

This feature is extremely useful for keeping yourself or others informed of the latest view or workbook without the need to sign into Tableau Server.

First, we'll explore how to create a subscription. Then, we will review how to update or unsubscribe from a subscription.

Creating a subscription

To create a subscription, follow these steps:

  1. Click the Subscribe button shown...