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...