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Work with Data Fields in the Data Pane. Navigate Data Sources in the Data Pane. Navigate Between the Start Page and Workspace. Apply Advanced Analysis to the View (Analytics Pane) Shelves and Cards (Columns, Rows, Marks, Filters, Pages, Legends) Parts of the View. Workbooks and Sheets. Create or Open Workbooks.
How do I Connect to a Tableau repository?
Connect to the Tableau Server repository In Tableau Desktop select Data Connect to Data, and then select PostgreSQL as the database to connect to. In the PostgreSQL connection dialog box, enter the name or URL for Tableau Server in the Server box. Specify workgroup as the database to connect to.
How do I Connect to a Tableau Server?
Steps to Take Open Tableau Desktop. Locate the Server menu in the upper left corner. From the Server menu, select Sign in Sign in using your Active Directory username and password. You can verify what server you are signed into by opening the Server menu.
How do I give access to a Tableau Server?
A common way to manage permissions is to use groups for users who should have the same permissions. If necessary, add users to the site. Within a site, select Groups. If necessary, create a group using the Add Group option. Click a group name to open it, then use the Add Users button to add existing users to the group.
Where is the Connect option in Tableau?
The first thing you see after you open Tableau Desktop is the Start page(Link opens in a new window). Here, you select the connector (how you will connect to your data) that you want to use. in the upper left corner of any page to toggle between the start page and the authoring workspace.
You can access the customer portal by selecting Customer Portal on our Login page, and using your Tableau account credentials to login.
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