Tableau For Dummies by Molly Monsey & Paul Sochan

Author:Molly Monsey & Paul Sochan [Monsey, Molly & Sochan, Paul]
Language: eng
Format: epub
ISBN: 9781119134831
Publisher: Wiley
Published: 2015-10-12T00:00:00+00:00

Server menu

Figure 7-9 shows the Server menu.

Figure 7-9: The Server menu provides access to Tableau Server options.

The Tableau Server menu provides access to options for sharing your Tableau workbooks. You can publish the workbook to Tableau Server and Tableau Online, or you can save to Tableau Public. Tableau Server is an on-premise application that you can install on a network server to share your data and visualizations. Tableau Online offers the same benefit but is hosted by Tableau Software and requires workbooks be connected to cloud-based datasources or that data be imported into Tableau Data Extracts. Tableau Public is a free product hosted by Tableau but is truly public in that any workbook can be searched for and explored by Tableau Public users.

If you need to publish your Tableau workbooks to either Tableau Server or Tableau Online, you’ll need to use the Professional Edition of Tableau Desktop, because the Personal Edition can only access Tableau Public.

The Server menu offers the following commands:

Sign In: You’ll need to sign in to authenticate your access to the server. Your system administrator provides the information you need to successfully sign in.

Open Workbook: Use this command to access shared workbooks that are stored on the server.

Publish Workbook: Use this command to publish a workbook to the server so that other users can share the workbook.

Create User Filter: This command enables you to control which users can see which views — as well as which data within which view. For example, you might limit regional sales managers to viewing the results for their regions, thus preventing them from seeing the results from other regions.

Tableau Public: This command enables you to open workbooks that are saved to Tableau Public, to save workbooks to Tableau Public, and to manage your Tableau Public profile.

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