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

How to connect and publish to Tableau Server?

Tableau Server is where you can create, store, and share data sources, views, dashboards, and metrics for your company. You will begin by learning how to access this content by connecting to your Tableau Server environment in a web browser. Then, you will learn how to sign in to the server from Tableau Desktop and publish content directly to the server to be shared with others.

Learning these skills will establish the foundation for many concepts learned throughout the remainder of this book. This chapter will also quickly get you started with the basic knowledge of how to get your newly created content out there for end users to see and interact with.

Let's begin by getting connected to Tableau Server using your web browser.

Connecting to Tableau Server using a web browser

Before attempting to connect to Tableau Server, you will need to contact your Tableau Server administrator to obtain your organization's server...