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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

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Product type Paperback
Published in Oct 2021
Publisher Packt
ISBN-13 9781801071130
Length 362 pages
Edition 1st Edition
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Authors (2):
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Patrick Sarsfield Patrick Sarsfield
Author Profile Icon Patrick Sarsfield
Patrick Sarsfield
Brandi Locker Brandi Locker
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Brandi Locker
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Toc

Table of Contents (16) Chapters Close

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 Edit Workbook/Edit View

The Edit Workbook or Edit View feature is available for workbooks and views, respectively, from the More actions ellipsis () menu. If you can see one of these options available, that means you have the proper permissions. Selecting the Edit Workbook or Edit View option will open a Web Edit page that will allow you to make edits to a view or workbook within Tableau Server without leaving your web browser. After clicking on the More actions ellipsis (), the Edit Workbook feature or the Edit View feature will be located at the top of their respective drop-down menus. Examples of where these features are located inside a More actions drop-down menu is shown in Figure 7.6:

Figure 7.6 – The locations of Edit Workbook and Edit View inside a More actions drop-down menu

After selecting either Edit Workbook or Edit View, a Web Edit page will open. Here, you will see an online layout that appears almost identical...

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