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

Examining the Home page

The Home page is the first thing you see when you open Tableau Server. It is designed to assist users by providing quick access to their most valuable content, which it does by prominently displaying much of what they may need in a single location. To return to this page from another server location, simply click the link identified by the house icon and the word Home, which can be found on the Navigation Pane on the left-hand side of your Tableau Server window.

Clicking the house icon will open your Home page, where you will see a welcome banner at the top of your screen with the available page content displayed below it. Your content appears in the form of thumbnail images with labels directly below. Selecting a thumbnail will immediately open that item and transport you to its location on Tableau Server. We will learn more about this in the next section when we discuss the Explore page.

If you have never used Tableau Server before, you will not have...