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

Understanding the top toolbar

The top toolbar can be found in the top-right corner of your Tableau Server window. It provides a quick way to search for important items, receive Tableau Server help or support, see notifications, access all your content, and change your account settings. The following screenshot shows an example of your top toolbar within the Tableau Server window:

Figure 4.1 – Tableau Server top toolbar

In this chapter, we will review the options that are available in the top toolbar. Let's begin by quickly explaining each of these options:

  • Quick Search: This appears as a magnifying glass icon with the word Search next to it contained in a search box. It is located in the top-right corner of your page. This option is a fast way to look for items on the server using a text search.
  • Help Menu: This appears as a question mark icon in the top-right corner of your page. Clicking this icon will provide you with shortcuts to...