Maximizing Tableau Server: A beginner's guide to accessing, sharing, and managing content on Tableau Server

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Key benefits

Understand how to quickly get connected, start publishing workbooks, and adjust basic settings

Navigate the Tableau Server interface to filter and locate content, customize viewing options, and automate various tasks

Learn best practices for improving the efficiency of workbooks and data sources

Description

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.

What you will learn

Get well-versed in Tableau Server s interface to quickly and easily access essential content

Explore the different types of content and navigate through the project hierarchy quickly

Understand how to connect, publish, manage, and modify content on Tableau Server

Discover how to share content and collaborate with others

Automate tedious tasks by creating custom views, alerts, subscriptions, and data refresh schedules

Build data visualizations using Web Edit

Understand how to monitor disparate metrics on multiple dashboards

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Frequently bought together

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karl Y. Vieux Nov 02, 2021

Very Informative, this book have nuggets of information for both developers and administrators. A must have for BI professionals.

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Dr. Franco Arda Mar 11, 2022

As the book's subtitle says, the book focuses on Tableau Server from a developer's view (i.e., not Tableau server admin).For a Tableau developer, the topic might not be fascinating. However, accessing, sharing, and managing content is often a crucial part of developing dashboards in real life and the new Tableau certification (Tableau Certified Data Analyst).I love the author's eye for detail. For example, which functions to use for row-level security (see image). That's the knowledge that is hard to find in any other place.

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Rajeev Nov 02, 2021

This book is an excellent resource for beginners and everyday Tableau users to learn how to leverage this platform to access, share and manage content on tableau server.I loved the clear explanation and the natural progression in the topics throughout the book. There is in depth information on the following topics to enhance your tableau server experience:1. Navigating and Customizing the Tableau Server interface.2. Increasing end user engagement with efficient content management.3. Automate repetitive tasks by using features such as subscriptions, alerts and data extract refresh schedules.4. Tableau Server Best Practices, Data Security & Optimizing the performance of the published content.It certainly is a great addition for those seeking to truly harness the power of various features on Tableau Server.

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Richard Lamond Oct 29, 2021

As a Product Owner, being able to speak to the functionality of analytical tools built in Tableau and published to Tableau Server goes a long way in terms of enhancing user adoption. That’s where this book has really shined for me.Delivering products to a large variety of stakeholders means that presentation of the product will require the flexibility to tailor your presentation to each audience of end users. To that end, understanding the functionality offered by Tableau Server is crucial. By leveraging what I’ve learned in this book, I’ve been able to walk stakeholders through tools delivered and published on Tableau Server, in essence, helping them “learn to fish” and enabling Tableau Server to become a self-service tool rather than an interface.While I found the book in its entirety to be greatly informative throughout, I found the most value for my role in the chapters, “The Tableau Server Navigation Pane”, “Filtering and Sorting Content”, “Interacting with Views on Tableau Server”.“Interacting with Views on Tableau Server” is frankly worth the purchase of the book alone, in my opinion, if for no other reason than assisting stakeholders in troubleshooting issues/concerns that are often brought to my attention. 9/10 times, these issues tend to be either user error or just an overall lack in understanding how Tableau Server functions. So many questions are answered by the “Examining Subscriptions” and “Examining Alerts” sub-sections of this chapter!Having a better understanding of how Tableau Server works also assists me as a Product Owner in the sense that I can bring more probing or proactive questions to the stakeholders during our work intake sessions so that our developers have more clarity in understanding the requests when it comes to our Backlog Refinement and Sprint Planning meetings.Even without having the contents of this book fully memorized, it is turning out to be an outstanding reference tool for questions that I have had as well! I highly recommend this book to anyone wanting to know how to maximize the potential provided by Tableau based analytical tools!

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Audrey G. Oct 29, 2021

As a new Tableau user, I found this book incredibly useful. The book holds a wealth of content in a straightforward format. I could find the information I was looking for quickly and efficiently, particularly in the chapter regarding interacting with views. I enjoyed the simplistic, yet effective writing style of the authors. I highly recommend this book.

Amazon Verified review

Maximizing Tableau Server: A beginner's guide to accessing, sharing, and managing content on Tableau Server

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Maximizing Tableau Server: A beginner's guide to accessing, sharing, and managing content on Tableau Server

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Description

Who is this book for?

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