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Maximizing Tableau Server

Maximizing Tableau Server

By : Patrick Sarsfield, Brandi Locker
5 (18)
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Maximizing Tableau Server

Maximizing Tableau Server

5 (18)
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)
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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

Refreshing your data

As you learned in Chapter 1, What is Tableau Server?, an extract is a subset of your data that has been optimized for Tableau using the Tableau Data Engine. When you go to publish a workbook to Tableau Server, data extracts and live connections will be embedded in the workbook. Unlike published data sources, embedded data sources can only be used in the workbook in which they are published.

Choosing a data connection type

If you choose to embed a data extract in your workbook, and you publish it to Tableau Server, you can create extract refresh schedules so that the data will refresh automatically according to the selected date and time. You can even create multiple refresh schedules for a single workbook or data source, such as every month on the first day of the month and every Wednesday.

Note

You can create a data extract in a workbook and then publish only the data source to Tableau Server to create a published data source. Just like any data extract...

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