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

Introducing the Tableau Server Navigation Pane

The Navigation Pane appears on the left-hand side of your Tableau Server window and provides a convenient list of options that are linked to your most frequently sought-after content. The Navigation Pane, or sidebar, will stay with you as you explore Tableau Server. It will only disappear when you choose to open a view, dashboard, or story so that your screen space is maximized for the content that you want to see. The following screenshot shows an example of the Navigation Pane within the Tableau Server window and identifies the available shortcuts:

Figure 3.1 – The Tableau Server Navigation Pane

Important Note

Please note that you may see additional options, depending on the settings that have been established by your server administrators or company.

In this book, we will review the most common options available in the Navigation Pane:

  • Collapse/Expand Arrow: Appears as a directional arrow...