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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

Navigating a workbook

Navigating a workbook in Tableau Server is very similar to navigating My Content as discussed in Chapter 4, Tableau Server Top Toolbar. Viewing a workbook in Tableau Server is a great way to get a quick overview of its components. Figure 6.1 presents an example of the top portion of a workbook page:

Figure 6.1 – Top portion of a workbook page

Dashboard image and table view created by Luther Flagstad

A chart icon and the title of your workbook appear in the top-left corner of your page. Directly to the right of the workbook title are three icons. The following list provides brief descriptions of these icon options:

Add to favorite: Appears as a star icon and is located directly to the right of the workbook title. Clicking this icon will add this workbook to your personal Favorites page.
Details: Appears as an information icon and is located directly to the right of the Add to favorite icon. Clicking this icon opens...

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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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