After a workbook is published to Tableau Server, other users will be able to view and interact with the visualizations and dashboards using a web browser. Once logged in to Tableau Server, they will be able to browse content for which they have appropriate permissions. These users will be able to use any features built into the dashboards such as quick filters, parameters, actions, or drill-downs. Everything is rendered as HTML 5, so the only requirement for the user to view and interact with views and dashboards is an HTML 5-capable web browser.
For the most part, interacting with a workbook on Server or Online is very similar to interacting with a workbook in Tableau Desktop or Reader. Quick filters, parameters, actions, and tooltips all look and behave similarly.
You will find some additional features:
- The top menu gives you various options related to managing and navigating Tableau Server.
- Below that, you'll find a breadcrumb trail informing you which workbook and view you are currently viewing.
- Beneath that, you'll find a toolbar that includes several features:
- Undo and Redo give you the ability to step backward and forward through interactions.
- Revert gives you the ability to undo all changes and revert to the original dashboard.
- Refresh reloads the dashboard and refreshes the data. However, this does not refresh any extracts of the data.
- Pause allows you to pause refreshing of the dashboard based on actions, filter selections, or parameter value changes until you have made all the changes you wish.
- View allows you to save the current state of the dashboard based on selections, filters, and parameter values so you can quickly return to it at a later point. You can also find your saved views here.
- Alert allows you to set up a conditional alert. When a mark in a view reaches a threshold you define, you will receive an alert through email.
- Subscribe allows you to schedule periodic emails of a screenshot of the dashboard. Administrators may also subscribe other users.
- Edit allows you to edit the dashboard. The interface is very similar to Tableau Desktop. The Tableau Administrator can enable or disable web editing per user or group and also control permissions for saving of edited views.
- Share gives you options for sharing the workbook. These options include a URL you can distribute to other licensed users, as well as code for embedding the dashboard in a web page.
- The Download button allows you to download the data, images of the dashboard, the .pdf, or the workbook, as described earlier.
- Comments gives you the ability to collaborate with other Tableau Server users by making comments on the view and responding to the comments of others.
- Full Screen allows you to view the dashboard or view in full screen mode.