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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

Section 1: Getting Started with Tableau Server

Chapter 1: What is Tableau Server?

Chapter 2: How to Connect and Publish to Tableau Server

Section 2: Navigating and Customizing the Tableau Server Interface

Chapter 3: The Tableau Server Navigation Pane

Chapter 4: Tableau Server Top Toolbar

Chapter 5: Filtering and Sorting Content

Section 3: Managing Content on Tableau Server

Chapter 6: Navigating Content Pages in Tableau Server

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

Chapter 8: Interacting with Views on Tableau Server

Section 4: Final Thoughts

Chapter 9: Tableau Server Best Practices

Chapter 10: Conclusion

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Refreshing your data

As you learned in Chapter 1, What is Tableau Server?, an extract is a subset of your data that has been optimized for Tableau using the Tableau Data Engine. When you go to publish a workbook to Tableau Server, data extracts and live connections will be embedded in the workbook. Unlike published data sources, embedded data sources can only be used in the workbook in which they are published.

Choosing a data connection type

If you choose to embed a data extract in your workbook, and you publish it to Tableau Server, you can create extract refresh schedules so that the data will refresh automatically according to the selected date and time. You can even create multiple refresh schedules for a single workbook or data source, such as every month on the first day of the month and every Wednesday.

Note

You can create a data extract in a workbook and then publish only the data source to Tableau Server to create a published data source. Just like any data extract...

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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.

See other products by Brandi Locker

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