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 Content Toolbar

The Content Toolbar is available on almost every page in Tableau Server. When it is available, the Content Toolbar options can be found directly above the first row of views displayed on your page. This toolbar gives you the ability to create a new project or workbook directly on the server, select and modify all or some content on a page, filter your page by its content type, sort by different options to organize the items on your page, switch between views best suited for visual content or reading content, and carry out comprehensive searches to find content using a combination of search terms and filters. Figure 5.1 highlights an example of all the options you have available when using the Content Toolbar:

Figure 5.1 – Tableau Server Content Toolbar

Dashboard images created by Luther Flagstad and Mark Bradbourne

Note

It's important to remember that the options on your Content Toolbar will vary depending...