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 Quick Search

Quick Search is a search box that provides a fast way to enter a query and search for associated items. After submitting a search term, Tableau Server will analyze its contents for matching words in things such as names, descriptions, tags, comments, captions, owners, metadata, and other additional information. This search box can be found on the top right-hand side of your page and can be identified by the magnifying glass icon, with the words Search for views, metrics, workbooks, and more next to it.

Your Quick Search option functions much like a web search engine. When you click the search box, your cursor will begin to flash, indicating that Quick Search has been selected. As you enter the search terms you want to query, items that share the same text will automatically begin to populate in a drop-down menu below your search box, as shown in the following screenshot:

Figure 4.2 – Quick Search

Dashboard images created by...