How to edit views in tableau server?

Editing Views in Tableau Server

Tableau Server enables users to create new workbooks from published data sources, and edit views directly on the server.

Another way that Tableau enables ad hoc analysis is through a facility called Web Authoring in Tableau Server. This is a very powerful feature released in Tableau Version 8 that allows Tableau Server information consumers to alter and create visualizations from within Tableau Server without the need for anything other than a web browser and access rights to the view.

For this feature to be available the administrator must enable the permission for editing views. When this feature is available, the user will find an Edit Menu option in their browser session window. Figure 6.19 shows a typical report window within Tableau Server.


Figure 6.19: Tableau server bar chart

Notice the edit menu option in the upper left-side of the window. This menu option appears in tableau server if permissions are set to allow the user to edit views. Selecting the edit view exposes the data shelf, marks cards, and the row and column shelves.

Web authors can:

  • Create new views (sheets), duplicate, and rename views in a workbook.
  • Change aggregation of measures in the view. Change the default aggregation of measures in the Data pane.
  • Use Show Me to create views.
  • View underlying data (via tooltips).
  • Create and edit calculated fields, and use quick table calculations.
  • Change the data type of fields.
  • Drag fields to different mark types in the Marks card.
  • Use the Analytics pane to drag reference lines, trend lines, and other objects into the view.
  • Add, modify, and remove filters (shown as Quick Filters), and edit a quick filter layout. (General, Wildcard, Condition, and Top tabs are not available)​.
  • Convert a discrete field to continuous or vice versa. This option is available for measures and date dimensions.
  • Show hidden fields.
  • Convert measures to dimensions or vice versa.
  • Hide a measure or dimension.
  • Assign a geographic role in a field.
  • Create groups by selecting marks in the view and then clicking Group Members (paper-clip) in the tooltip for that selection.
  • Use sets (cannot create).
  • Use parameters (cannot create).
  • Show labels, totals, and subtotals.
  • Swap X and Y axes.
  • Changing the view size.
  • Exclude or remove fields in the view.

Users can’t do everything that a desktop user can do, but within this specific workbook, they have the ability to edit existing views or create new worksheets and build new views. Figure 6.20 shows the controls that are exposed when editing is turned-on.


Figure 6.20: Tableau server editing mode

You can see that a new menu bar appears at the top of figure 6.20. These controls are optimized to work in the browser and will work when using a tablet computer to access the workbook as well. Full drag and drop capability exist-facilitating true ad hoc analysis for end users in a workbook that is based on data vetted and controlled though the server administrator.

Tableau’s ad hoc analysis capabilities should reduce the workload on the technical resources within your organization and reduce the amount of time required for managers to make new inquiries of your data.

In the next post, you learn how to bring individual views together in dashboards and how to size, position, and layout dashboards.  Additionally, you will learn to build interactive features into the dashboards that allow users to filter and highlight the visualization placed into the dashboards workspace.


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