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 Explore page

The Explore page allows you to browse all the content that you have been granted access to on Tableau Server, including content that's been published by other users. This page contains several unique filtering and sorting options to help you browse and understand how things are organized. Let's start by looking at the content type menu.

The content type menu

The Explore page features a filter at the top left-hand side of the page that allows you to select what type of content you would like to see. This filter is referred to as the content type menu. The following screenshot shows the commonly available options that you can choose from when you click this filter:

Figure 3.10 – Content filter on the Explore page

This filter allows you to see and browse everything available to you on Tableau Server, broken out by type. It will also indicate the quantity of each type of content available to the right of its menu...