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You're reading from  Maximizing Tableau Server

Product typeBook
Published inOct 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801071130
Edition1st Edition
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Authors (2):
Patrick Sarsfield
Patrick Sarsfield
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Patrick Sarsfield

Patrick Sarsfield is a senior data visualization consultant at Lovelytics. He is a Tableau Certified Associate Consultant, was a Tableau Public Featured Author in 2020, and is a multiple-time Tableau “Viz of the Day” winner.
Read more about Patrick Sarsfield

Brandi Locker
Brandi Locker
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Brandi Locker

Brandi Locker is a senior exploratory analytics consultant at Allstate Insurance Company. She is a certified Tableau Desktop Specialist and co-leads the North Texas Tableau User Group.
Read more about Brandi Locker

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Examining Edit Workbook/Edit View

The Edit Workbook or Edit View feature is available for workbooks and views, respectively, from the More actions ellipsis () menu. If you can see one of these options available, that means you have the proper permissions. Selecting the Edit Workbook or Edit View option will open a Web Edit page that will allow you to make edits to a view or workbook within Tableau Server without leaving your web browser. After clicking on the More actions ellipsis (), the Edit Workbook feature or the Edit View feature will be located at the top of their respective drop-down menus. Examples of where these features are located inside a More actions drop-down menu is shown in Figure 7.6:

Figure 7.6 – The locations of Edit Workbook and Edit View inside a More actions drop-down menu

After selecting either Edit Workbook or Edit View, a Web Edit page will open. Here, you will see an online layout that appears almost identical...

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Maximizing Tableau Server
Published in: Oct 2021Publisher: PacktISBN-13: 9781801071130

Authors (2)

author image
Patrick Sarsfield

Patrick Sarsfield is a senior data visualization consultant at Lovelytics. He is a Tableau Certified Associate Consultant, was a Tableau Public Featured Author in 2020, and is a multiple-time Tableau “Viz of the Day” winner.
Read more about Patrick Sarsfield

author image
Brandi Locker

Brandi Locker is a senior exploratory analytics consultant at Allstate Insurance Company. She is a certified Tableau Desktop Specialist and co-leads the North Texas Tableau User Group.
Read more about Brandi Locker