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 Share button

The Share button is an effortless way to share content with others. You can share Views, workbooks, data sources, and flows. In this section, we will look at sharing a view, though the general concept for sharing any type of content is the same. You can find the Share button on the top right-hand side of your page's toolbar. This button can be identified by an icon with three circles connected by a line and the word Share next to it. The following screenshot provides an example of the Share button's location on a page's toolbar:

Figure 8.44 – The Share button

Dashboard image credit: Chimdi Nwosu

Clicking the Share button will open the Share View window, as shown in the following screenshot:

Figure 8.45 – Share View

At the top of the Share View page, you will see the name of the view you are looking to share. In this example, the view is titled Overview. Next, you will be notified...