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Getting Started with Tableau 2018.x

You're reading from  Getting Started with Tableau 2018.x

Product type Book
Published in Sep 2018
Publisher Packt
ISBN-13 9781788838689
Pages 396 pages
Edition 1st Edition
Languages
Author (1):
Tristan Guillevin Tristan Guillevin
Profile icon Tristan Guillevin

Table of Contents (21) Chapters

Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
1. Catching Up with Tableau 2018 2. The Tableau Core 3. A First Dashboard and Exploration 4. Connect to Data and Simple Transformations 5. Build an Efficient Data Source 6. Design Insightful Visualizations - Part 1 7. Design Insightful Visualizations - Part 2 8. Create Powerful Dashboards and Stories 9. Publish and Interact in Tableau Server 10. An Introduction to Calculations 11. Analytics and Parameters 12. Advanced Data Connections 13. Deal with Security 14. How to Keep Growing Your Skills 1. Other Books You May Enjoy Index

Tableau Server security


To protect your Tableau Server contents, you can click on the three dots ... on any element (ProjectWorkbooksViews, or Data Sources) to show the options and select Permissions. When you click on Permissions, Tableau opens a new window where you can specify many security options.

Here's the Permissions menu:

On this menu, you'll always see the All Users permissions. You can click on the dots to edit them. You can also click on Add a user or group rule to specify new permissions for specific Users or Group. When you edit the permissions, you can see, for each element, a list of pre-configured roles.

If you click on the arrows next to an element (Project, Workbooks, or Data Sources), you get more detail and the possibility to edit each permission individually. Each Permission can be allowed (green), denied (red), or unspecified (grey). To edit an individual Permission, click on its box. 

Here's an example of a Permissions edition with a detailed view for Workbooks:

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