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 Web Edit button

Web Edit and Web Authoring are terms used to describe a user's ability to perform edits or create workbooks in Tableau Server without leaving their web browser. We will refer to any web-based editing or publishing as web editing for the remainder of this section. This ability to edit or build upon existing workbooks in Tableau is available to individuals with the proper server permissions. If available, the web editing feature can be found in a view. This option is located on the toolbar, in the top-right corner of your page, and can be identified by the pencil icon with the word Edit next to it, as shown in the following screenshot:

Figure 8.41 – The Edit button

Dashboard image credit: Chimdi Nwosu

Note

We previously discussed different ways to use the Web Authoring feature to create a new workbook directly through Tableau Server in Chapter 3, Tableau Server Navigation Pane, and Chapter 5, Filtering and...