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

Summary

In this chapter, we examined the Tableau Server Navigation Pane, and you learned how to utilize its most common options. We discussed how the Home page serves as a quick way to provide you with much of your desired content in one place. Next, we reviewed how to browse content using the Explore page. You then learned how to mark and organize your most frequently used items on the Favorites page. We then discussed how to use the Recents page to find the content you have most recently viewed. Lastly, we looked at where to discover and interact with content that has been shared with you by other users.

Gaining a basic understanding of how to interact with this sidebar and its contents is relatively straightforward. However, by completing this chapter, you now have a much deeper understanding of the Navigation Pane than just the basics. You know how and why you would want to use the options available. The knowledge you have gained here will help you maximize your use of Tableau...