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 3: The Tableau Server Navigation Pane

You can think of the Tableau Server Navigation Pane as your constant companion, there to assist you as you navigate through the Tableau Server interface, quickly helping you find what you need.

In this chapter, you will learn how to access your Home page, explore all the content available to you, save your favorite or most frequented items, find your most recently visited content, and view items that have been shared with you. Content on Tableau Server comes in the form of projects, workbooks, views, and data sources. In Tableau Server, projects are created by a server administrator to help organize and contain related content when it is uploaded. A workbook is a view or collection of views. A view can be a dashboard, worksheet, or story. A data source is a data connection that has been published to Tableau Server.

By the end of this chapter, you will know how to utilize the most common options on your Navigation Pane:

  • Introducing...