VIDEO TRAINING SERIES: Post 1 of 10
Welcome to the first blog post in our Marquis Academy training series on Quick Tips for Tableau Server.
KNOW YOUR RESOURCES
In this series, you’ll hear us refer to different “resource types” or “content types” in Tableau Server. Watch the video below to learn about views, workbooks, data sources, and projects, and how they relate to each other.
At the most basic level in Tableau navigation, there are Views. A View can be a single sheet or a dashboard. Bottom line – if you’re looking at a visualization or a report, you’re looking at a View.
Multiple views can be collected together as part of a Workbook, just as you can collect multiple tabs within a single Excel workbook. Each view in the Workbook contains a thumbnail image. In the header, we can see metadata about the Workbook – for example, the owner of the Workbook and how many times it’s been viewed. We can also see details about the Data Sources included in the Workbook, which brings us to our 3rd content type.
Data Sources are the resources that provide the data that populates your visualizations. They can be shared and managed centrally by being published to Tableau Server, which allows other users to connect to them for their own data exploration, OR they can be packaged along with a published Workbook. This type of Data Source cannot be accessed by an end user for data exploration – users can only see the visualizations that have been created off of it.
Workbooks and Data Sources are both published to Projects. Projects are like folders in your computer that can contain multiple files. However, unlike a folder in your computer, a project on Tableau Server cannot contain sub-folders. Most organizations use Projects to group content according to teams or departments. As an end user, you may only have permission to access Projects relevant to your team or department.
From the default Tableau Server start page, you have the ability to browse content by Project, Workbook, View, or Data Source. On any given resource page, you can use the breadcrumbs to navigate back to the relevant Workbook or Project.
Watch the video below for a visual explanation of each content type and how they interact.