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.

Home page

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.

Browse and find content

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.

Explore page

By default, Explore shows Top-Level Projects. To see other types of content, select them from the drop-down content type menu.

Explore 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 organize 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.

Project page

To see only specific content types in a project, 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 and custom views within a workbook displayed on the project page.

Project ontent type menu


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.

Workbook page

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.

View page

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.

Tabs showing sheets in a workbook

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.

Metric page

For more information about metrics, see Create and Troubleshoot Metrics.

Data sources

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 right from the data source page. Type a question and instantly get a visualization as an answer. For more information, see Automatically Build Views with Ask Data.

Data source page

When viewing a list of data sources, to see connection and authentication details, from the Show As menu, select Connections.

Data source menu options

Ask Data lenses

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.

Ask Data lens page

Data roles

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.

Flow page

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:

  • Personal Space - a private location for Explorers and Creators to save or edit work. For more information, see Create and Edit Private Content in Personal Space.
  • Favorites - Add any type of content to your favorites.
  • 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 Organize Items in a Collection.

View content as list or grid

You can display content as a list or as a grid of thumbnails by clicking the View As icons.

Here's the list view:

List view

In list view:

  • Project icon indicates a project
  • Workbook icon indicates a workbook
  • View icon indicates a view
  • Metric icon indicates a metric
  • Ask Data lens icon indicates an Ask Data lens
  • Data source icon indicates a data source
  • Data role icon indicates a data role
  • Flow icon indicates a flow

And here's the grid view:

Thumbnail view

In grid view, you can hover over thumbnails to see details about the content.

Tooltip for a view

Sort 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.

Selecting sort option

You can also sort a list by clicking the column heading. An arrow indicates the order: ascending (up arrow) or descending (down arrow).

Clicking heading to sort

Identify and navigate sites

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.

Site menu

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