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 Shared with Me page

The Shared with Me page contains items that other users have created and shared with you on Tableau Server. This page conveniently stores this shared content in a single location for you to find when you need it. This is helpful because it is easy to forget to bookmark content that is sent to you. When another Tableau Server user shares an item, you will receive an email with a link to that item on the server. Content on the Shared with Me page will show the corresponding thumbnail or icon, the title, and information about when it was shared. We will discuss how you, too, can share content with others in Chapter 8, Interacting with Views on Tableau Server.

It is important to note that even though an item has been shared with you, the permissions rules will have to be adjusted for you to be able to view and interact with the content. The process of altering or adjusting permissions will vary by organization. We will discuss this in more detail in...