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

Summary

In this chapter, you learned how to interact with and utilize many of the commonly available options on a view in Tableau Server.

We reviewed some basic ways to interact with a view. You also learned a quick way to obtain the raw data from a selected mark. We then discussed the Undo, Redo, Revert, Refresh, and Pause button options. The Examining Device Layouts and Data Sources section taught you how a view would appear on different devices and how to identify the data sources used to construct a view. Then, we learned about Custom Views and how to modify a view to your needs and then save your selections for future use. In addition, you should feel confident in setting up and receiving alerts, metrics, and subscriptions. The web editing feature is something you can use to make changes to existing workbooks or create new ones directly on Tableau Server. Lastly, you should possess a firm understanding of how and when to utilize the Share, Download, and Comments buttons.

...