You're reading from Maximizing Tableau Server

Product typeBook

Published inOct 2021

Reading LevelBeginner

PublisherPackt

ISBN-139781801071130

Edition1st Edition

Languages

Python

Tools

Tableau

Concepts

Business Intelligence

Authors (2):

Patrick Sarsfield

Brandi Locker

View More author details

Examining the New menu

The New menu is a drop-down option that, depending on your Tableau Server permissions, can give you the ability to quickly create a new project, a new workbook, or upload an existing workbook within Tableau Server. You can find the New menu button on your Home, Explore, or any content page. This menu appears on the left side of your Content Toolbar and can be identified by the square button with the word New inside of it, as shown in Figure 5.2:

Figure 5.2 – New menu location within the Content Toolbar Dashboard image created by Luther Flagstad

The next screenshot, Figure 5.3, provides an example of the menu you will see after clicking the New button:

Figure 5.3 – New menu

Let's examine each of the options in this menu.

Creating a project

The first option you will see under the New drop-down menu is Projects. This option allows users with a site role of Server Administrator or Site Administrator...

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Maximizing Tableau Server

Published in: Oct 2021Publisher: PacktISBN-13: 9781801071130

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.
Read more about 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.
Read more about Brandi Locker

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Examining the New menu

Creating a project

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