Maximizing Tableau Server
Patrick Sarsfield, Brandi Locker, Adam Mico
- 362 Seiten
- English
- ePUB (handyfreundlich)
- Über iOS und Android verfügbar
Maximizing Tableau Server
Patrick Sarsfield, Brandi Locker, Adam Mico
Über dieses Buch
Enhance the way you use Tableau Server's analytical tools by learning how to manage content to drive user engagementKey Features• 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 sourcesBook DescriptionTableau 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 dashboardsWho this book is forThis Tableau software book is for BI developers, data analysts, and everyday users who have access to Tableau Server and possess basic web navigation skills. No prior experience with Tableau Server is required.
Häufig gestellte Fragen
Information
Section 1: Getting Started with Tableau Server
- Chapter 1, What is Tableau Server?
- Chapter 2, How to Connect and Publish to Tableau Server
Chapter 1: What is Tableau Server?
- What is Tableau Server and why should I care?
- Examining Tableau's basic structure
- Understanding what a site is on Tableau Server
- Understanding licenses, site roles, and permissions
What is Tableau Server and why should I care?
- Automation: Instead of using a static report that needs to be updated every week, month, or quarter, you can connect to a report that has a live connection to your data or that updates at scheduled intervals selected by the creator of the report or Tableau Administrator.
- Customization: You can tweak an existing piece of content to your own specifications (for example, you can filter a report you use by default to only show a particular region when you log on) or edit a piece of content right on the server using the Web Edit feature.
- Data security: When your company hosts its own server, it allows itself to set up and alter the specifications based on the data privacy policies determined by your organization.
- Organization: You can have all of your data stored within a single location. This can help you to create a single source of truth for your data and reporting.
- Subscriptions: You can send an automated email to be delivered to selected users or groups who are interested in receiving a report. You even can schedule when the email is delivered so that it is sent after an extract refresh occurs to ensure email recipients are only being notified when a report contains the most recent data.
Examining Tableau's basic structure
Data sources
- Data extracts: These refer to a subset, or snapshot, of data that is stored in Tableau file format, that is, .hyper or .tde. (Note that you will only encounter a .tde file format if you use a version of Tableau Desktop prior to 10.5.) These files are optimized for performance within Tableau. Extracts can be embedded in a workbook when publishing to Tableau Server and can be scheduled to refresh on a regular basis so that the data stays up to date.
- Live connections: These allow you to query the database to update with real-time data. Every action performed in Tableau Desktop or Web Edit from Tableau Server initiates a query to t...