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

Chapter 6: Navigating Content Pages in Tableau Server

The content pages in Tableau Server help to organize additional details about a particular item. In this chapter, you will learn to navigate through workbooks, data sources, and metrics in Tableau Server. As you browse the server and click on one of these items, a content page will open. Each page contains a series of tabs that correspond to that content type. When selected, these tabs allow you to see what views are available, monitor the data connections, see connected metrics, check when data is scheduled to refresh, view existing subscriptions, identify workbooks connected to a data source, and view metrics.

Learning how to utilize these pages will give you a deeper understanding of the content on Tableau Server. This chapter will enable you to manage server content and troubleshoot potential issues by understanding where to find and interact with pertinent information for each content type. By the end of this chapter, you...