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Maximizing Tableau Server

You're reading from Maximizing Tableau Server A beginner's guide to accessing, sharing, and managing content on Tableau Server

Product type Paperback

Published in Oct 2021

Publisher Packt

ISBN-13 9781801071130

Length 362 pages

Edition 1st Edition

Languages

Python

Tools

Tableau

Concepts

Business Intelligence

Authors (2):

Patrick Sarsfield

Brandi Locker

View More author details

Table of Contents (16) Chapters

Preface

1. Section 1: Getting Started with Tableau Server

2. Chapter 1: What is Tableau Server? FREE CHAPTER

3. Chapter 2: How to Connect and Publish to Tableau Server

4. Section 2: Navigating and Customizing the Tableau Server Interface

5. Chapter 3: The Tableau Server Navigation Pane

6. Chapter 4: Tableau Server Top Toolbar

7. Chapter 5: Filtering and Sorting Content

8. Section 3: Managing Content on Tableau Server

9. Chapter 6: Navigating Content Pages in Tableau Server

10. Chapter 7: What is in the More Actions (…) Menu

11. Chapter 8: Interacting with Views on Tableau Server

12. Section 4: Final Thoughts

13. Chapter 9: Tableau Server Best Practices

14. Chapter 10: Conclusion

15. Other Books You May Enjoy

Examining the Help Menu

The Help Menu is a shortcut you can use to find Tableau Server product support when you need it. It is represented by a question mark icon and can be found in the top-right corner of your page on the top toolbar, between the Quick Search (search box) and the Notifications icon, as shown in Figure 4.7:

Figure 4.7 – Help Menu icon

Clicking this icon will open the drop-down menu shown in Figure 4.8:

Figure 4.8 – Help Menu drop-down options

The first option that's available to you at the top of your Help Menu is the Search Help feature. The Help Menu search box allows you to type your search criteria directly into the Tableau Server window. After hitting Enter, a new web browser tab or window will open with your search result options on Tableau's Support website.

This shortcut enables you to seamlessly find solutions without ever having to leave the Tableau Server environment to open a...

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Authors (2)

Sarsfield

Sarsfield

Patrick Sarsfield is a senior data visualization consultant at Lovelytics. He is a Tableau Certified Associate Consultant, was a Tableau Public Featured Author in 2020, and is a multiple-time Tableau “Viz of the Day” winner.

See other products by Sarsfield

Locker

Locker

Brandi Locker is a senior exploratory analytics consultant at Allstate Insurance Company. She is a certified Tableau Desktop Specialist and co-leads the North Texas Tableau User Group.

See other products by Locker

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