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

Chapter 9: Tableau Server Best Practices

In this chapter, you will learn about best practices when publishing content to Tableau Server and refreshing data, and ways you can optimize the performance of your data and workbooks. Understanding these principles will help reduce the space used on the server, improve the refresh speed of your data, and increase the efficiency and performance of your published content. Following these guidelines will help you in discussions with your company's Tableau Server administrators and improve the user experience of those interacting with your published content.

Note

This chapter assumes some familiarity with developing calculations and data visualizations in Tableau Desktop. Additionally, this chapter is not meant to be an exhaustive list of all best practices but contains some of the most useful advice that the authors have learned through research and personal experience.

As you read through this chapter, it is important to remember...