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Maximizing Tableau Server

You're reading from Maximizing Tableau Server

Product type Book

Published in Oct 2021

Publisher Packt

ISBN-13 9781801071130

Pages 362 pages

Edition 1st Edition

Languages

Concepts

Business Intelligence

Authors (2):

Patrick Sarsfield

Brandi Locker

View More author details

Table of Contents (16) Chapters

Preface

1. Section 1: Getting Started with Tableau Server

2. Chapter 1: What is Tableau Server?

3. Chapter 2: How to Connect and Publish to Tableau Server

4. Section 2: Navigating and Customizing the Tableau Server Interface

5. Chapter 3: The Tableau Server Navigation Pane

6. Chapter 4: Tableau Server Top Toolbar

7. Chapter 5: Filtering and Sorting Content

8. Section 3: Managing Content on Tableau Server

9. Chapter 6: Navigating Content Pages in Tableau Server

10. Chapter 7: What is in the More Actions (…) Menu

11. Chapter 8: Interacting with Views on Tableau Server

12. Section 4: Final Thoughts

13. Chapter 9: Tableau Server Best Practices

14. Chapter 10: Conclusion

15. Other Books You May Enjoy

Examining the Web Edit button

Web Edit and Web Authoring are terms used to describe a user's ability to perform edits or create workbooks in Tableau Server without leaving their web browser. We will refer to any web-based editing or publishing as web editing for the remainder of this section. This ability to edit or build upon existing workbooks in Tableau is available to individuals with the proper server permissions. If available, the web editing feature can be found in a view. This option is located on the toolbar, in the top-right corner of your page, and can be identified by the pencil icon with the word Edit next to it, as shown in the following screenshot:

Figure 8.41 – The Edit button

Dashboard image credit: Chimdi Nwosu

Note

We previously discussed different ways to use the Web Authoring feature to create a new workbook directly through Tableau Server in Chapter 3, Tableau Server Navigation Pane, and Chapter 5, Filtering and...

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Authors (2)

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.

See other products by Patrick Sarsfield

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.

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