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 the New menu

The New menu is a drop-down option that, depending on your Tableau Server permissions, can give you the ability to quickly create a new project, a new workbook, or upload an existing workbook within Tableau Server. You can find the New menu button on your Home, Explore, or any content page. This menu appears on the left side of your Content Toolbar and can be identified by the square button with the word New inside of it, as shown in Figure 5.2:

Figure 5.2 – New menu location within the Content Toolbar Dashboard image created by Luther Flagstad

The next screenshot, Figure 5.3, provides an example of the menu you will see after clicking the New button:

Figure 5.3 – New menu

Let's examine each of the options in this menu.

Creating a project

The first option you will see under the New drop-down menu is Projects. This option allows users with a site role of Server Administrator or Site Administrator...