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

Navigating a data source in Tableau Server

Viewing a published data source on Tableau Server is similar to viewing a workbook. It is a page that contains helpful information about that particular data source. This page has multiple tabs that contain the data connection information, extract refresh information, and show connected workbooks that you have permission to view. Ask Data is another feature you may see here that is available for an additional cost. Because it is not a standard feature within Tableau Server, it will not be covered in this book. You can learn more about Ask Data on the Tableau website at https://www.tableau.com/products/new-features/ask-data.

Note

Recall from Chapter 1, What is Tableau Server? that a published data source is one that has been published to the server independently of a workbook. It can be used as a server data source connection for multiple workbooks.

When you open a data source page, shown in Figure 6.12, you will see that the top portion...