What’s New in Tableau Server
The following features and enhancements are new in Tableau Server 10.3:
New features and enhancements related to web authoring and interacting with views on the web are now listed in What's New in Tableau for Users and Web Authoring and Tableau Desktop Feature Comparison.
Starting with version 10.3, all topics from the Tableau Server User Guide have been moved to Tableau Help, which covers exploring, analyzing, and consuming data in Tableau. This help is for people who create workbooks or data sources and publish them, and for people who want to see, edit, interact with, and share views - in Tableau Desktop, Server, or Online.
To access topics that used to be located in the User Guide section of Tableau Server Help, see Using Tableau on the Web.
We welcome your feedback on this change, as well as any feedback or ideas you might have on how to make our content better. Please use the feedback bar on the top of any page ("Was this page helpful?") to open the comment field and submit your feedback.
Recommended tables and joins show Tableau Desktop users content published to Tableau Server that’s popular with others at your organization, such as frequently used tables. To keep Recommendations accurate and up to date, the server regularly checks content for new usage information. You can track this process using the "Recommendations Trainer" task in the Background Tasks for Non Extracts view.
If you want to disable Recommendations, change the tabadmin set option,"recommendations.enabled", to false.
When data reaches important thresholds for your business, data-driven alerts automatically send email notifications to key people users specify. As an administrator, you set up data-driven alerts much like you do subscriptions. For details, see Set Up a Server for Data-Driven Alerts. For information about how users create and manage these alerts, see Send Data-Driven Alerts in Tableau User Help.
Data-driven alerts are supported for all sites by default, but administrators can disable them for specific ones. While viewing a site, click Settings, and uncheck Let users create alerts and receive alert emails under Data-Driven Alerts.
For workbooks that connect to data extracts, Tableau Server now recomputes query results when the corresponding extract refresh tasks run. This reduces the load time for these workbooks when they are first viewed. For more information, see Configure Workbook Performance after a Scheduled Refresh.
The following features and enhancements are new in Tableau Server 10.2:
With core-based licenses, a server administrator can control Guest access per site. Guest access allows people to interact with embedded views without having to sign in.
You allow or disallow Guest access on the server Settings page. For more information, see Guest User.
Tableau Server needs to store a number of secrets it uses to perform various functions, typically securing internal communication, communicating with other applications or the operating system, or providing secure communication with clients.
Beginning with Tableau Server 10.2, most secrets are encrypted while at rest. See Manage Server Secrets.
OpenID Connect (OIDC) support has been enhanced in this release to improve authentication scenarios with custom OIDC identity providers (IdP). Improvements include support for:
- Custom IdP claim mapping
- Ignoring JSON Web Token (JWT) validation
- Referencing static (local file) discovery document
See OpenID Connect.
As of version 10.2, we've improved how Tableau Server stores trusted tickets in the Tableau Server repository. This change ensures that any trusted ticket content stored on Tableau Server cannot be used to impersonate users or access content protected by authentication. See How Trusted Authentication Works.
As of version 10.2, we've added support for organizations that use password-protected SSL keys. See Configure External SSL.
You can configure single sign-on (SSO) support from Tableau to SAP NetWeaver Business Warehouse (SAP BW). See Enable Single Sign-On for SAP BW.
You can install Tableau Server on Windows Server 2016. For more information about supported operating systems, see Before you install....
Embedded views that you author in Tableau Desktop, publish to Tableau Server, and embed in WCAG-conformant web pages, now meet WCAG 2.0 AA conformance and section 508 standards.
Views that are made available to users in Tableau Desktop, Tableau Reader, or Tableau Public are not yet supported for WCAG conformance. Views created or edited on the web in Tableau Server are not yet supported for WCAG conformance.
The following parts of the embedded view are WCAG-conformant:
The view area of the sheet
Titles and captions
Single Value (list) filters, which are radio buttons, and Multiple Values (list) filters, which are check boxes.
The View Data window
Some aspects of the Tableau interface are not yet supported, such as other filter types, parameters, and the view toolbar. Using these controls in your visualizations might make it difficult for users who use assistive technologies to fully understand your views.
Keyboard navigation, programmatic context for assistive technologies (using ARIA roles), alternative text for non-text elements and contrast standards, and authentication when signing into Tableau Server are also supported for embedded views.
Enhancements to web edit in Tableau 10.2 include the following.
Web edit menu bar
A menu bar is now available as you edit views on the web.
The Analysis menu includes the following new functionality for web editing:
Analysis > Aggregate Measures - Use this command to aggregate or disaggregate data in the view. Tableau typically aggregates measures in your view, which means that it collects individual row values from your data source into a single value (which becomes a single mark) adjusted to the level of detail in your view. Disaggregating data means that Tableau will display a separate mark for every row data value in your data source. For more information, see Disaggregating Data in the Tableau Desktop online help.
Analysis > Stack Marks - Stacking marks is relevant when your data view includes numeric axes. That is, at least one measure has been placed on the Rows or Columns shelves. When marks are stacked, they are drawn cumulatively along an axis. When marks are not stacked, they are drawn independently along an axis. That is, they are overlapping. For more information, see Stack Marks in the Tableau Desktop online help.
In addition to reference lines and bands, you can now create and configure reference distributions on a continuous axis. For details, see Reference Lines, Bands, Distributions, and Boxes.
Sort data in the view
To quickly sort data in your view, click the Sort buttons on the toolbar, and in the view. You can sort in ascending, or descending order.
Select a background map
If you're editing a map view on Tableau Server, you can now select a background map.
To select a background map, select Map > Background Maps.
You can select the Tableau background map, or a WMS server or Mapbox map that the workbook author included with the workbook. You can also select None to remove a background map.
For more information, see Select Background Maps in the Tableau Help.
When you include Measure Names and Measure Values in your view and drag Measure Values to color, you now have the option to create separate color legends for each measure in your view.
In the example below, in Edit mode, when you drag Measure Values to color in the view, by default, Tableau creates a single color legend that applies to all measures in the view.
To create separate color legends for each measure in the view, click the drop-down arrow on the Measure Values field in the Marks card and select Use Separate Legends in the context menu, Tableau creates a color legend for each measure in the view.
Note: Tableau assigns the default color palette to each new color legend. Editing the color palette for each new legend is not available for web authoring in version 10.2. If you want to use unique color palettes for each color legend, you can create the view in Tableau Desktop, edit the color palette for each legend and then publish the view to Tableau Server.
To recombine the legends, simply click on the drop-down arrow on the Measure Values field on the Marks card and select Combine Legends.
For more information about how to create separate legends for measures, see Legends in the Tableau Help.
You can now resize an axis in the view. To resize an axis, hover your cursor over it in the view until you see the double-sided arrow, and then click and drag the axis.
Assign colors to data items
For categorical fields, assign specific colors and custom colors (using hex code) to data items. To assign a custom color to a data item, double-click the color representing the data item, and then type the hex code for the color.
Add web page objects to dashboards
In addition to adding views to your dashboards, you can add objects, including horizontal and vertical layout containers, blank space—and now, web page objects. A web page object lets you add web-based information to your dashboard.
The result is a web page, embedded in your dashboard. For more details, see Create a Dashboard.
Set a dashboard item's exact size and position
The settings on the Layout tab give you a high degree of control over the size and position of every item in a dashboard. To set a dashboard item's position, use the x and y settings, where a position of 0 (such as x = 0 and y = 0) is the top left corner of the dashboard. Use the w and h settings to control width and height.
For more information, see Resize and Lay Out Your Dashboard.
The following features and enhancements are new in Tableau Server 10.1:
Web authoring now supports the following capabilities:
- Show or hide headers in a view
- Add reference lines and bands to a continuous axis in a view. See Reference Lines, Bands, Distributions, and Boxes.
- View read-only device layouts for dashboards
To expand a view, click Full Screen at the far right of the toolbar. To return to the view to its previous size, press Esc.
The Full Screen button appears in embedded views too. For more information, see Share Views.
If you've configured a view to contain data only when high-priority information exists, select the new subscription option, Don't send if view is empty. For more information, see Subscribe to Views and "Manage Subscription Settings" in Manage Your Account Settings.
If your organization uses Active Directory, user images automatically appear in Tableau Server. (If you update your profile image, ask a Tableau administrator to re-import your user account. For more information, see Add Users to a Site.)
Quick-search shows user images too, along with counts of workbooks, views, and data sources users own. For more information, see Search Content.
Server administrators can now fully automate installation or upgrade of Tableau Server. Use the example python script on GitHub as a starting point for creating your own automated installation or upgrade. For more information, see Automated Installation or Upgrade of Tableau Server.
Previously, if Tableau Server used local authentication, only administrators could reset passwords. Now users can reset their own passwords by clicking "Forgot password" on the sign-in page. To enable this, set the
features.PasswordReset tabadmin option to
true. For more information, see tabadmin set options.
We’ve updated our server help!
We hope you find this format more useful than our previous versions. The most visible change is that we’ve moved the navigation to the top of the page. We’ve reorganized the help according to roles (User, Site, and Server) so you can navigate through the content that is useful for you and the tasks you need to complete. See Get Started with Tableau Server to learn more about these roles and how we’ve organized our content.
The new format provides other improvements that are not as visible. As Tableau data nerds, we noticed that 70% of the traffic entering the Help site comes from Google. But the old content experience sent all that Google traffic to navigation-free versions of Help pages that often looked like dead-ends. Now, folks coming from Google see top- and side-nav menus that provide helpful context. This new nav structure has also motivated us to help Google users in other ways, such as combining content in longer articles to make it more likely that the first page people hit contains information relevant to them.
Tableau is also embracing mobile workflows, and this new Help layout provides a far better experience on mobile devices. The search box appears right up top rather than nested in a menu, the navigation menu requires fewer clicks, and the text is easier to read on a small screen.
We’ll continue to make more improvements in future releases. Got feedback or ideas on how to make our content better? We want it. Please use the blue feedback bar on the top of any page (Was this page helpful?) to open the comment field and submit your feedback.
The following features and enhancements are new in Tableau Server 10.0:
Top-level menus in Tableau Server have changed. For example, users who are signed in as server administrators now access individual sites by using the Manage All Sites menu.
As with revision history for workbooks (added in version 9.3), Tableau Server now supports revision history for data sources. Every time you publish a data source, Tableau can save a version of that data source to its revision history. In addition, workbook revisions can now be restored online in Tableau Server. For more information, see Keep Content Revisions and Maintain Content Revisions.
Published data sources can be marked as favorites, which means you can now filter and view favorite data sources.
On the Data Sources page, you can now sort data sources based on popularity—number of connected workbooks, page views based on the number of page views for workbooks, and views that are using a data source.
In version 10.0, web authoring supports creating dashboards online, connecting to published data sources, cross-data filtering, data blending, and more.
Filter across data sources
Show and hide cards for captions, filters, and highlighters
Clear or duplicate sheets (for views or dashboards)
Full support for creating and editing table calculations
Tableau Server includes the following performance improvements to reduce load times and provide faster feedback after some workbook edits:
To display views more quickly, the initial page load time for views has been improved.
To display story points more quickly and provide a better experience when you navigate between them, Tableau Server now caches and pre-fetches story points.
To provide faster feedback when you edit workbooks, the changes that you make to colors, shapes, and global transparency display more quickly.
You can use two new administrative views to help optimize background tasks and view load times. The Performance of Views administrative view displays how long it takes for views to load and how many sessions are running at a time on the server. The Background Task Delay view displays how long extract refresh tasks and subscription tasks are delayed—that is, the amount of time between when they are scheduled to run and when they actually run. For more information, see Background Task Delay and Performance of Views.
Two new administrative views provide visibility into how Tableau Desktop licenses are being used in your organization, including which licenses are due for maintenance renewal or upgrade from trial versions. For more information, see Configure Desktop License Reporting.
Note: Desktop License Reporting is disabled on Tableau Server by default. See Enable and configure Desktop license reporting for details on how to enable it.
Cluster installations no longer require Active Directory domain deployment. You can now install a cluster in a Windows Workgroup. See Distributed Requirements for more information.
Tableau Server now includes more options for authenticating users with SAML. For a Tableau Server installation with multiple sites, you can configure each site to use a separate SAML identity provider (IdP). For more information, see SAML.
Tableau Server now includes the following enhancements to Kerberos support:
Kerberos authentication for Oracle data sources. See Enable Kerberos for Oracle
Multi-domain support for Kerberos delegation. See Kerberos delegation multi-domain configuration.
The ability to use JDBC to connect to SAP HANA on a Mac. You can now connect to SAP HANA on a Mac using JDBC drivers and Kerberos authentication. For more information, see SAP HANA.
The following features and enhancements are new in Tableau Server 9.3:
Every time you publish a workbook, Tableau can now save a version of that workbook to its revision history. Then, if you want to revert to a previous version of the workbook, you can go to the workbook in Tableau Server, view its revision history, download the version you need, and then republish it to the server. For more information, see Quick Start: Revision History.
You can now disable automatic failover of the active PostgreSQL repository. You can disable automatic repository failover to control failover manually by using the failoverrepository command.
For more information, see the
clustercontroller.pgsql.failover option in tabadmin set options.
You can now use the
tabadmin verify_database command to verify that the PostgreSQL database does not contain any errors that would cause a restore to fail. For more information, see Verify the Tableau Postgres Database.
Because low disk space can reduce server performance or even cause the server to stop responding, you can specify disk space thresholds and get alerts when space falls below them. Alerts continue until disk space rises above the warning threshold. You can also use a new Server Disk Space Administrative View to track recent changes in disk space. For more information, see Quick Start: Disk Space Alerts.
Find the right content quickly on Tableau Server and Tableau Online through metrics-based search results and sort options. List view and thumbnail view display metrics as well.
Zooming in map views just got easier. You can now scroll or pinch and stretch to zoom in and out of a point on a map.
Tableau Server now supports Kerberos for connections to PostgreSQL and Teradata databases. For more information, see Kerberos Requirements.
When you load a workbook published to Tableau Server, Tableau connects only to the data sources that are required to display your data. This means that if there are multiple tabs in a workbook, Tableau only connects to the data sources for the current tab so that you can view your data as soon as possible. For data sources that require authentication, now you only have to enter your credentials for the current tab or worksheet. As a result, when you view a shared workbook, you can view the workbook tabs for which you have data credentials. Previously, you needed to have credentials to all the data sources in the workbook before you could view any of the workbook tabs.
Dashboards load progressively so that you can view and interact with your data faster. Rather than wait for the entire dashboard to load, you can start analyzing your data as soon as the first section has finished loading.
The Tableau Server installer detects your computer's hardware and then creates an optimal default configuration for single-server installations. The default configuration determines the number of Tableau Server processes that will run, based on the hardware resources Tableau finds on the computer. If you run a distributed installation, only the primary computer in the cluster is configured with the new defaults. The optimal defaults are intended to serve as a good starting point for you to further optimize performance. For more information, see Primary Server Installation Defaults.
Users with the Project Leader permission can now change ownership of content, move workbooks between projects, and run extract refresh schedules. For more information, see Manage Projects and Project Permissions.
The following features and enhancements were added in Tableau Server 9.2.
Administrators and project leaders can set the permissions for a project, and set the default permissions for the workbooks and data sources in the project. As a result:
Permission capabilities are now relevant for each content type in the project. For example, only the View, Save, and Project Leader capabilities are available for projects.
The default permissions apply to all content published to the project. Default permissions can only be changed at the project level.
Administrators and project leaders can give each project a unique set of default permissions.
Note: New projects in the site still start with a copy of the permissions defined for the Default project.
For more information, see Set Default Permissions at the Project Level.
Administrators and project leaders can lock content permissions in a project, and prevent users from changing the permissions of any content in the project. When project permissions are locked:
The default permissions are used for all workbooks (including views) and data sources in a project.
Users (including content owners) cannot modify permissions for individual workbooks, views, and data sources in the project.
Note: Because you can lock content permissions to the project, the Assign Permissions to Contents button has been removed for projects and workbooks.
Tableau Server now supports OpenID Connect for authentication and single sign-on (SSO). You can configure the server to redirect users to an OpenID Connect identity provider (IdP) (for example, Google), where a user signs in with the user name and password that he or she normally uses with that provider. The user is then automatically signed in to Tableau Server. For more information, see OpenID Connect.
The view and authoring toolbars and interfaces have been updated and a few commands have changed.
Manage and create custom views by clicking Original View or the name of the current custom view. Custom views no longer are referred to as Remember my changes.
The Export menu has been replaced with Download. To export a view as an Image, Crosstab, Data, or PDF, and to download a workbook, use the Download menu.
The following functionality is now available as you edit views on the web:
Drag all or part of a formula to the Data pane to create a new field.
Right-click on a dimension in the Data pane and convert it to a measure, or right-click on a measure and convert it to a dimension:
You can also right-click to change a field's data type, to set a default aggregation or geographic role, or to covert a measure or a date field from continuous to discrete—or from discrete to continuous.
If you upload a workbook that uses blended data, you can see a link icon next to the field or fields in the primary data source that are being used to link the two data sources:
You can click on the link icon to activate or deactivate specific fields. When fields that can be used as linking fields are not being used, the link icon changes appearance:
The colors that you set for the sheet tabs in Tableau Desktop also display when you edit the views in Tableau Server.
You can now quickly zoom to your current location in a map view.
Administrators can now see incremental increases and decreases in memory and CPU usage for each of the processes that Server Resource Manager monitors. Entries are written into the logs for each process. Logs are located in:
<install directory>\ProgramData\Tableau\Tableau Server\data\tabsvc\vizqlserver\Logs.
The following features and enhancements were added in Tableau Server 9.1.
Server Administrators can synchronize all Active Directory groups in Tableau Server on-demand or on a scheduled basis. For more information, see Quick Start: Synchronize All Active Directory Groups on a Schedule.
When mobile users connect to Tableau Server, administrators can control whether mobile users must sign in and provide their credentials every time they connect to Tableau Server, or if users can connect with their devices to Tableau Server without signing in after their device is successfully authenticated. For more information, see Authentication for Connected Devices.
Tableau Server now supports mutual SSL authentication between Tableau Server and clients (Tableau Desktop, web browsers, and tabcmd.exe). For more information, see Quick Start: Mutual (Two-Way) SSL Authentication.
Note: When Tableau Server is configured for mutual SSL, you cannot sign into Tableau Server using a version of Tableau Desktop earlier than 9.1. If you sign in with an earlier version of Tableau Desktop and fallback authentication is not configured, an error displays: "Invalid username or password". If fallback authentication is configured, you are prompted for your user name and password. See Quick Start: Mutual (Two-Way) SSL Authentication for details about fallback authentication.
Users who sign in to Tableau Server using SAML SSO functionality can now terminate their session by signing out of server. This standards-compliant solution helps ensure SOX compliance through providing support for both Service Provider (SP) initiated logout and Identity Provider (IdP) initiated logout, with Tableau Server being the Service Provider and a third party solution like Ping Federate being the SAML Identity Provider. For more information about SAML and Tableau Server, see SAML Requirements.
Note: If you are using SAML with a version of Tableau Server prior to 9.1, see What's Changed - Things to Know Before You Upgrade.
Tableau Server now supports single sign-on (SSO) for SAP HANA when SAP HANA is configured to support single sign-on (SSO). Users can sign in to their SAP HANA server and then access and publish data to Tableau Server, without having to re-enter their user name and password. For more information, see SAP HANA SSO. Note: Tableau Server requires SAP HANA driver version 1.00.9 or later to support SSO for SAP HANA.
You can import web data connectors to Tableau Server. This gives you an opportunity to vet web data connectors before you make them available for users. Extracts that were created by imported web data connectors can also be refreshed on the server. You can manage web data connectors on the server using new
tabadmin commands. For more information, see
Web Data Connectors in Tableau Server.
The following features and enhancements were added in Tableau Server 9.0.
Tableau Server 9.0 features improved workflow, quick access to information, and simplified search and content management.
A server-based service supports the rewritten web client, which is faster, more scalable, and more extensible.
New content pages show all content by type (projects, workbooks, views, data sources) in a single place. Each page includes key information about the content, including related items and actions.
For more information, see Access and Manage Your Content and Navigate Tableau Server.
Search all content types at once using the new quick search box at the top of the page.
For more information, see Search Content.
View content faster by scrolling instead of paging through content.
Improved views, alerts, and secure communication options simplify server management
Built-in administrative views are redesigned for improved loading and faster performance, more in-depth analytics, and an interface that's easier to understand. For information, see Administrative Views.
Email alerts for server processes are consolidated so that it's easier to check server health. For information, see Configure Server Alerts.
The server supports enabling SSL for communication between server components and the PostgreSQL repository. For information, see Configure Internal SSL.
Manage users, groups, and permissions with a streamlined workflow.
Site roles for users replace license levels and user rights. For information, see Set Users’ Site Roles. Note that license levels are still used when you use the
tabcmd adduserscommand to import users. For more information, see CSV Import File Guidelines.
If a user is disabled in or is deleted from Active Directory, the user is removed from Tableau Server groups and becomes unlicensed.
A redesigned permissions interface provides responsive visual feedback on effective and resulting permissions. You can now view and modify permissions for content in a single view. For information, see Quick Start: Permissions and Content Access and Ownership.
Monitor the status of server licenses on the Licenses page, and by using the
tabadmin licensescommand. For information, see View Server Licenses.
The following new processes help manage API requests, clusters, and high availability.
API Server. This process is used when you interact with the server via REST API.
Cache Server. This distributed process manages a shared query cache across the server cluster and is used by the VizQL Server, Backgrounder, and Data Server processes.
Cluster Controller. This process runs on every computer in a cluster and works with the Coordination Service to report process status and coordinate failover for high availability.
Coordination Service (zookeeper). This process runs on every computer in a cluster, manages leader election when needed, and ensures that there is a quorum for making decisions during failover.
File Store. This process ensures that extracts are available on all nodes of a cluster that is configured with a File Store process.
You can see process status
on the server Status page or by using the
tabadmin status --verbose command.
The following processes from earlier versions of Tableau Server are changed or removed:
In the Data Engine process, you are no longer limited to running only two data engine nodes per cluster. This new flexibility can improve server clusters that are used for extract-heavy scenarios.
rSynch is removed; its functionality is now handled by File Store.
Performance enhancements make workbooks load faster, improve dashboard performance, and make interactivity more seamless with faster results and response.
Parallel queries take advantage of the capabilities of source databases to execute more queries at the same time. Each query is faster, and independent queries start at the same time.
Data engine vectorization speeds up the performance of extract-based workbooks.
Parallel aggregation uses multiple cores in Tableau extracts and other file-based data sources.
Temp table support in the Data Server makes querying more efficient with databases that use temp tables, such as SQL Server.
External query caching re-opens workbooks with Tableau extracts more quickly because queries are not re-run every time you open a workbook.
Query Fusion recognizes related queries in a dashboard and combines them so there are fewer queries to execute.
Shadow extracts create faster data source access for large text files and Excel files.
For information about optimizing Tableau Server performance, see Performance Tuning Examples.
Tableau Server provides a more secure, more robust high-availability solution with straightforward configuration and management features for administrators.
More robust failover support:
An updated user experience improves cluster configuration.
The Cluster Controller process centralizes failure detection and response.
You can manually trigger Repository failover and failback using the
You can set a preferred active Repository (via a new user interface) for better support of asymmetrical hardware configurations.
New workflows and feedback during configuration make it easier to configure a server deployment for high availability and ensure that data and server information are safe in the process.
A new data extract storage process (File Store) provides significant speed improvements and makes data replication more reliable.
Tableau Server no longer restricts the number of Data Engine nodes per cluster.
All Data Engine nodes are active and data is replicated between them, which eliminates the need for failover of the Data Engine processes.
tabadmin utility has new commands, including:
In addition, the
cleanup command includes a new
option that extends the cleanup procedure to data maintained by the new Coordination Service.
tabcmd utility features these improvements: