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

Chapter 4: Tableau Server Top Toolbar

In this chapter, you will learn how to utilize the features that are available from Tableau Server's top toolbar. Because the top toolbar is so useful, the options you will learn about here will always be available to you as you navigate the server interface.

You will learn how to quickly search for content, find Tableau Server help, recognize received notifications, explore your content, and manage your personal account settings. A solid understanding of how to use the top toolbar will greatly enhance your Tableau Server experience, by helping you identify and resolve important notifications and quickly find the items you need.

By the end of this chapter, you will know how to utilize all the options featured on your top toolbar. We will be covering the following topics:

  • Understanding the top toolbar
  • Examining Quick Search
  • Examining the Help Menu
  • Examining Notifications
  • Examining My Content and Account Settings...