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

Maximizing Tableau Server
Foreword
Contributors
About the authors
Acknowledgements
About the reviewer
Preface
    Who this book is for
    What this book covers
    To get the most out of this book
    Download the color images
    Conventions used
    Get in touch
    Share Your Thoughts
Section 1: Getting Started with Tableau Server
Chapter 1: What is Tableau Server?
    What is Tableau Server and why should I care?
    Examining Tableau's basic structure
        Data sources
        Tableau Desktop
        Tableau Server
        End users
    Understanding what a site is on Tableau Server
    Understanding licenses, site roles, and permissions
        License types
        Site roles
        Permissions
        How licenses, site roles, and permissions tie together
    Summary
Chapter 2: How to Connect and Publish to Tableau Server
    How to connect and publish to Tableau Server?
        Connecting to Tableau Server using a web browser
        Connecting to Tableau Server from Tableau Desktop and publishing content
    How to connect and publish to Tableau Public?
        How to create a Tableau Public profile?
        How to connect and publish content from Tableau Desktop to Tableau Public?
    Summary
Section 2: Navigating and Customizing the Tableau Server Interface
Chapter 3: The Tableau Server Navigation Pane
    Introducing the Tableau Server Navigation Pane 
    Examining the Home page
        The welcome banner
        Home page content
    Examining the Explore page
        The content type menu
        Contents Toolbar
        How is content organized?
    Examining the Favorites page
        Ways to favorite content
        Your Favorites page
    Examining the Recents page
    Examining the Shared with Me page
    Examining the Recommendations page
    Summary
Chapter 4: Tableau Server Top Toolbar
    Understanding the top toolbar
    Examining Quick Search 
        Search Operators
        Search Attributes
    Examining the Help Menu
    Examining Notifications
    Examining My Content and Account Settings
        My Content
        My Account Settings 
        Make This My Start Page
        Switch User
    Summary 
Chapter 5: Filtering and Sorting Content
    Understanding the Content Toolbar
    Examining the New menu
        Creating a project
        Creating a workbook
        Upload Workbook
    Examining the Select All option
        Clear All
        Selecting individual items
        Actions
    Examining the Content Type menu
    Examining the Sort By menu
    Examining view modes
        Grid View
        List View
        Choosing between Grid View and List View
    Examining Filtered Search
        Search box within the Filtered Search pane
        Other common options in Filtered Search
        Filtered Search for specific content types
        Removing applied filters from a filtered search
    Summary
Section 3: Managing Content on Tableau Server
Chapter 6: Navigating Content Pages in Tableau Server
    Navigating a workbook
        Examining the Views page
        Examining the Data Sources page
        Examining the Connected Metrics page
        Examining the Custom Views page
        Examining the Extract Refreshes page
        Examining the Subscriptions page
    Navigating a data source in Tableau Server
        Examining Connections
        Examining Extract Refreshes
        Examining Connected Workbooks
    Navigating a metric in Tableau Server
    Summary
Chapter 7: What is in the More Actions (…) Menu
    Examining the More actions ellipsis
    Examining Edit Workbook/Edit View
    Examining Share
        Share with people
        Share using a link
    Examining Download
    Examining Tag
        Adding a Tag
        Finding a tag
        Removing a tag
    Examining Rename
    Examining Move
    Examining Permissions
    Examining Change Owner
    Examining Revision History
    Examining Delete
    Examining Who Has Seen This View?
    Examining Edit Connection
    Examining Refresh Extracts
        Refresh Now
        Schedule a Refresh
    Examining Tabbed Views
    Summary
Chapter 8: Interacting with Views on Tableau Server
    Interacting with Views on Tableau Server
    Examining View Data
    Examining the Undo, Redo, Revert, Refresh, and Pause options
    Examining Device Layouts and Data Sources
        Device Layouts
        Data Sources
    Examining the favorites menu
    Examining Custom Views
        Creating a custom view
        Viewing and managing Custom Views
    Examining alerts
        Creating an alert
        Managing alerts
        Adding yourself to an alert
    Examining metrics
        Viewing metrics
        Creating metrics
        Troubleshooting metrics
    Examining subscriptions
        Creating a subscription
        Changing or unsubscribing from a subscription
    Examining the Web Edit button
        Server permissions for web editing
        Web Edit basic layout
        Tableau Server web editing versus Tableau Desktop
    Examining the Share button
        Share with people
        Share using a link
        Copy Embed Code
    Examining the Download button
    Examining the Comments button
    Summary
Section 4: Final Thoughts
Chapter 9: Tableau Server Best Practices
    Examining row-level security
        Manually creating a user filter
        Creating a calculation using a security field
    Leveraging naming conventions
        General rules to make good naming conventions
        Things to try to limit or avoid
    Utilizing published data sources
        Formatting data prior to publishing
        Naming and describing data sources
    Refreshing your data
    Improving performance
        Analyzing performance in Tableau Desktop
        Optimizing the data source
        Optimizing workbook and dashboard designs
    Summary
Chapter 10: Conclusion
    What you have learned
    Why and how to get involved with the Tableau community
        Why get involved?
        How to get involved
    Where to find data for personal projects
    Additional resources
        Blogs
        Books
        Podcasts
        YouTube channels
        Webinars
    Thank you
    Why subscribe?
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