Tableau Your Data!, 2nd Edition

Chapter 12 Managing Tableau Server

All good-to-great companies began the process of finding a path to greatness by confronting the brutal facts.

—James Collins¹

Tableau Server facilitates information sharing and team collaboration by making interactive dashboards and views accessible to authorized individuals via any of the popular web browsers available today. Reports can be directly consumed via iOS (Apple) or Android devices. Beginning with Tableau Server Version 8, authorized staff can edit existing reports or create new analysis using Tableau Server.

Users can also share metadata including joins, groupings, sets, name aliases, and other customized data by publishing Tableau Data Source files to Server. You will learn how to take advantage of these features and more in this chapter.

Managing Published Dashboards in Tableau Server

After Tableau Server is installed, those creating reports and analysis must be provided publishing rights. Staff who will be consuming reports must be granted access rights. Once you’ve created a workbook containing at least one worksheet, you can publish that information to Tableau Server. Workbooks containing many different worksheets and dashboards can be published in full, or by selecting any combination of worksheets and dashboards, you can publish a subset of what is contained in your workbook. Figure 12-1 shows the Tableau Desktop menus used for publishing to Tableau Server.

Figure 12-1: Publishing from Tableau Desktop to Server

Publishing ...