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 Filtered Search

Filtered Search is a helpful feature that enables you to refine content on Tableau Server to suit your needs using both search and filter functions. This feature is indicated by a funnel icon located on the right side of the Content Toolbar, as indicated in Figure 5.28:

Figure 5.28 – Filtered Search in the Content Toolbar

Dashboard images created by Luther Flagstad, Mark Bradbourne, and Chimdi Nwosu

When you click the funnel icon, a search pane appears to the right of your server window. Once you have identified all of your required filters, you can collapse this pane to allow a larger view of your filtered content by clicking on the funnel icon a second time. When you have applied a search or filter from this pane, you will notice that a green dot appears on the funnel icon, as illustrated in Figure 5.29:

Figure 5.29 – Icon indicating filters have been applied

This serves as a helpful reminder...