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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

Product type Paperback

Published in Oct 2021

Publisher Packt

ISBN-13 9781801071130

Length 362 pages

Edition 1st Edition

Languages

Python

Tools

Tableau

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? 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

Examining My Content and Account Settings

The last feature available in the top toolbar is the My Content and Account Settings menu. By default, this option appears as a circle with your initials inside of it in the top-right corner of your page, as shown in the following screenshot:

Figure 4.12 – My Content and Account Settings icon

This menu provides a shortcut that you can use to access your content on Tableau Server, a location to adjust your server settings, and more. It contains conveniences that can aid you in quickly navigating the server and help you customize your server experience.

We will examine each option that's available, starting with My Content.

My Content

The first selection that's available in the My Content and Account Settings drop-down menu is My Content. This option is shown in the following screenshot:

Figure 4.13 – My Content menu option

As the name indicates, this page provides...

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Authors (2)

Sarsfield

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 Sarsfield

Locker

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 Locker

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