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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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Toc

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

Examining alerts

An alert is an email notification that informs recipients when a data point reaches a defined threshold. You can configure alerts for yourself or other users from dashboards and worksheets. An alert cannot be made from a story. The Alerts button can be found on the toolbar between View and Metrics, as shown in the following screenshot:

Figure 8.19 – Alerts button

First, we'll explore how to create a new alert. Then, we will examine how to manage alerts and add yourself to existing alerts.

Creating an alert

Clicking this button will open the Alerts side panel, to the right of your server window. This panel will indicate if there are any existing alerts for the view or will say No alerts on this view, as shown in the following screenshot:

Figure 8.20 – Alerts side panel

Dashboard image credit: Chimdi Nwosu

To create an alert, follow these steps:

  1. Select a continuous numeric axis from...
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