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 Notifications

Tableau Server Notifications is a feature designed to inform you of changes occurring with server content that may be important to you, such as shares, comments, and data extract information. The Notifications center is represented by a bell icon and is located on the top toolbar, between the Help Menu and your profile icon, as shown in Figure 4.9:

Figure 4.9 – Notification icon (with a notification)

When you have a new notification, you will notice a red dot appear on the bell icon. You can click the bell icon at any time to look at new and previous notifications. An example of the notifications drop-down is shown in Figure 4.10:

Figure 4.10 – Notifications drop-down

You can use the tabs at the top of the Notifications drop-down to toggle the view to show All of your notifications or only the Unread ones. A blue dot to the left of the notification indicates that it is unread. Once the notification...