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, you learned how to best utilize the available options on the Tableau Server top toolbar. We discussed how the Quick Search box serves as a great way to enter a query and easily obtain fast results. You also learned efficient ways to refine searches through the use of Search Operators and Attributes. We then reviewed how the Help Menu works to streamline your experience with Tableau products and Support. The Notifications section taught you how to identify when an extract refresh failure requires attention. Finally, we looked at how My Content and Account Settings can help you quickly find your content, manage alerts and subscriptions, and customize your experience on Tableau Server to your preferences.

After finishing this chapter, you have a more thorough understanding of the top toolbar than just what you can quickly observe. You know when and how you would want to use these available options. This knowledge will help you efficiently navigate and personalize...