How a Table of Content for your Tableau Server Gives Unmatched Insight and Saves Time

Implementing a Table of Content that uses your Tableau Server PostgreSQL database provides users, developers, and administrators the ability to quickly and easily review all content published to your Tableau Server. To monitor all the items that you publish to your Tableau Server from all Tableau Desktop users and folders can be challenging and time-consuming. Your Tableau Server may have a setup with multiple Project folders and Sub-Project folders for your users to access their content.

It would be great to have the ability to quickly monitor what items are published and updated from all projects. An established Center of Excellence (COE) empowers you to oversee what content exists on your Tableau Server. CoE also allows you to control which items are certified to use within your organization. With a Table of Content, you can have the first part of your CoE. Even if you actively monitor published articles, the content may quickly increase and become overwhelming to manage.

A Table of Content for your Tableau Server provides two key benefits; it gives you real-time visibility into the total count of articles and a comprehensive list of content items that can be sorted by various categories. This real-time visibility gives you actionable insight into the total count of content items, its designation – whether workbooks, data sources, or views – and how often content items are accessed and viewed. The Table of Content saves time by allowing you to navigate the content without searching through several project folders or the need to distribute links to access workbooks in a Project folder.

Orasi Software understands your need for more in-depth insight and clarity into your content and has developed a Table of Content Template to automate and streamline the process. This template can access the PostgreSQL database that your Tableau Server is running on and provide you a window into your published content. All you need to set up the template is server administrator rights and the Server PostgreSQL username and password.

In most cases, the usernames are read-only, which is the default for Tableau Server PostgreSQL database. A significant advantage of reviewing your server content will allow users to see what data types are published to create content. You will see multiple databases such as SQL Server, MS Excel Extracts, Teradata, Text Files, and others. Knowledge of what items users publish to your Server allows users to utilize multiple data types.

Visibility into the content will allow developers to collaborate by reaching more quickly out to other developers who may also publish data to the Server. The developers will have the opportunity to coordinate similar database scripts to return data that they can share among other developers. For example, you may have an Excel sheet in which data is retrieved from the Amazon Redshift table each week, and you publish the Excel data to your Tableau Server for multiple groups to access as needed.

With Orasi’s Table of Content, you can review database content and see an Amazon Redshift table connection for the same Excel source published with similar data. The developer now has the option to reach out to the publisher who owns the Amazon Redshift table and see if they can connect their workbook to utilize the same published content. In most cases, the data is more frequently updated.

Finally, a Table of Content will allow management to understand the adoption and usage of Tableau Server to determine the ROI on the purchase for the organization. They can see what teams are utilizing their backend content and what individuals and groups are using the published content. Having this information at your fingertips helps with capacity planning. You know when your organization will likely need to expand the number of cores for the Server based on current usage trends.

Tableau Server is a tremendous tool that drives business intelligence. Paired with Orasi’s robust Table of Content for your Tableau Server, you can maximize your ROI on your existing analytics tool. You now have a single pane of glass into all content that provides actionable insights that saver time, encourage collaboration, and drive cross-functional content use.  Learn More about Orasi Tableau Services: https://analytics.orasi.com/solutions/