Tour Your Tableau Site
When you sign in to Tableau Server or Tableau Online, the first page you see looks similar to the following example.
- A -Site picker(if you have access to more than one site)
B - Home
- C - Navigation menu
- D - Notifications
- E -Your content and account settings
Note: You might see additional features if your site has the Data Management Add-on, which includes Tableau Catalog and Tableau Prep Conductor. When Tableau Catalog is enabled, you can see an External Assets page, view data lineage information and more. To learn more, see Use the Data Management Add-on.
To see all of the content you have access to across your Tableau site, from the navigation menu, click Explore. Your site role and permissions determine the content that you can see and the options that are available.
By default, Explore shows Top-Level Projects. To see other types of content, select them from the drop-down content type menu.
Note: When Tableau Prep Conductor is enabled with the Data Management Add-on, flows from Tableau Prep Builder can be published to your site. To learn more, see Use the Data Management Add-on.
Projects provide a way to organise the content on your site. Top-level projects can contain other (nested) projects, forming a hierarchy that you navigate like the file system on your computer.
When you open a project, you see all of the content that project contains on a single page, including any nested projects.
To see only specific content types, click the Content Type drop-down menu and select the content types you want to see. You can select the Show Workbooks as Views option to see all of the individual views within a workbook displayed on the project page.
A workbook page shows the views included in the workbook, the data sources used by the workbook and any metrics created from the views in the workbook. It also provides a list of user subscriptions to either the workbook or to individual views.
For more information about creating workbooks, see Creators: Get Started with Web Authoring.
A view page displays options for interacting with the view, including sharing, subscribing and editing. The options available in the toolbar vary depending on the site configuration and your permissions.
When a workbook is published from Tableau Desktop with the Show sheets as tabs option selected, you can see each sheet by clicking the tabs below the view toolbar.
Tip Views you have recently visited appear on your Recents page.
For more information about working with views, see What Can I Do with a Tableau Web View?.
A metric page shows the current value for the metric, the time the metric last refreshed and details about the metric, such as the owner, description and definition. If the metric has a date dimension as part of its definition, it will show a timeline that displays historical values for the metric.
For more information about metrics, see Create and Troubleshoot Metrics.
A data source page shows connections to databases or file-based data, as well as the workbooks connected to the data source. If the data source is an extract, the page shows scheduled extract refreshes.
You can use Ask Data to investigate your data directly from the data source page. Type a question and instantly get a visualisation as an answer. For more information, see Automatically Build Views with Ask Data.
When viewing a list of data sources, to see connection and authentication details, from the Show As menu, select Connections.
An Ask Data lens provides a curated subset of data from a data source, making it easier for you to find relevant answers to your questions. For more information, see Create Lenses that Focus Ask Data for Specific Audiences.
A data role page shows custom data roles published to your site or server. You can create custom data roles in Tableau Prep Builder using the field values in your data set and publish them to Tableau Server or Tableau Online to share with others. You can use data roles to validate field values when cleaning your data.
For more information about creating and using data roles to clean data, see Use Data Roles to Validate Your Data(Link opens in a new window) in the Tableau Prep online help.
A flow page allows you to schedule flows to run automatically to update flow output data. To see and work with flows, you must have the Data Management Add-on, and Tableau Prep Conductor must be enabled.
For more information about working with flows, see Keep Flow Data Fresh in the Tableau Prep help.
Access important content quickly
In addition to browsing content in projects, take advantage of the following areas of your site to keep track of the items that are important to you:
- Favourites - Add any type of content to your favourites.
- Recents - See the 24 views and metrics you have most recently accessed.
- Shared with Me - Find items that other users have sent you.
- Collections - Create your own collection of related items, or access collections made by other users. For more information, see Organise Items in a Collection.
You can display content as a list or as a grid of thumbnails by clicking the View As icons.
Here's the list view:
In list view:
- indicates a project
- indicates a workbook
- indicates a view
- indicates a metric
- indicates an Ask Data lens
- indicates a data source
- indicates a data role
- indicates a flow
And here's the grid view:
In grid view, you can hover over thumbnails to see details about the content.
To sort items, click the Sort By drop-down menu. You can sort by characteristics such as name, owner, number of views, and creation date.
This example shows the sort options for number of page views.
You can also sort a list by clicking the column heading. An arrow indicates the order: ascending (up arrow) or descending (down arrow).
Each site on Tableau Server and Tableau Online has a name and an ID.
On Tableau Server, if only one site exists, that site is named Default. When you’re signed in to the Default site, the browser URL looks something like this:
If you have access to multiple sites, you select one when you sign in.
On Tableau Online or an instance of Tableau Server running multiple sites, the browser URL includes #/site/ followed by the site ID. If the URL doesn't include /site, then you’re signed in to the Default site.
The following URL shows an on-premises Tableau Server site whose site ID is finance:
Once signed in, you can navigate to another site by selecting it from the site picker. If you have access to only one site, you will not see the site picker.