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Maximizing Tableau Server

You're reading from   Maximizing Tableau Server A beginner's guide to accessing, sharing, and managing content on Tableau Server

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Product type Paperback
Published in Oct 2021
Publisher Packt
ISBN-13 9781801071130
Length 362 pages
Edition 1st Edition
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Authors (2):
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Patrick Sarsfield Patrick Sarsfield
Author Profile Icon Patrick Sarsfield
Patrick Sarsfield
Brandi Locker Brandi Locker
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Brandi Locker
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Table of Contents (16) Chapters Close

Preface 1. Section 1: Getting Started with Tableau Server
2. Chapter 1: What is Tableau Server? FREE CHAPTER 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

Understanding the top toolbar

The top toolbar can be found in the top-right corner of your Tableau Server window. It provides a quick way to search for important items, receive Tableau Server help or support, see notifications, access all your content, and change your account settings. The following screenshot shows an example of your top toolbar within the Tableau Server window:

Figure 4.1 – Tableau Server top toolbar

In this chapter, we will review the options that are available in the top toolbar. Let's begin by quickly explaining each of these options:

  • Quick Search: This appears as a magnifying glass icon with the word Search next to it contained in a search box. It is located in the top-right corner of your page. This option is a fast way to look for items on the server using a text search.
  • Help Menu: This appears as a question mark icon in the top-right corner of your page. Clicking this icon will provide you with shortcuts to...
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