Summary

We began this chapter by looking at Tableau Server settings, we learned that revision history features can provide a safety net against inadvertently overwriting files. We explored a section on the Tableau Server web authoring environment, which compared that environment with Tableau Desktop. This section’s main purpose was to establish a knowledge base for determining which personnel should have Tableau Desktop licenses and for whom the web authoring capabilities of Tableau Server should suffice.

Then we discussed user filters. User filters enable the Tableau author to ensure that users are only able to access data for which they have clearance. And finally, we looked at some handy features, such as alerts, subscriptions, commenting, and others.

In the next chapter, we will branch out from the Tableau world and will consider how to integrate it with R and Python. Knowledge of programming integration will help the Tableau author accomplish analytics tasks beyond...