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Tableau Server Administration

This live, online, 2-hour Tableau Server Administration training course is laser-focused on the high-level aspects of how to administer Tableau Server, rather than the nitty-gritty details of why it...

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Course Code TAB-120
Available Formats Classroom

This live, online, 2-hour Tableau Server Administration training course is laser-focused on the high-level aspects of how to administer Tableau Server, rather than the nitty-gritty details of why it works the way it does. This course does not cover how to build dashboards or reports.

Skills Gained

  • Set up security
  • Manage users, groups, content, and data sources
  • Apply permissions best practices
  • Automate server tasks and bridge extracts
  • Schedule data-driven alerts
  • Monitor server status

Prerequisites

No prior experience is presumed.

Course Details

Training Materials

All Tableau training students receive comprehensive courseware.

Software Requirements

  • Tableau Server or Tableau Online
  • Internet Access
  • Tableau Desktop is preferred but not required

Outline

  • Understanding Projects, Workbooks, Views, and Data Sources
    • Project
    • Workbook
    • View
    • Data Source
    • Navigation
  • Working within a Project
    • Nested or child projects
    • Adjusting Permissions
    • Adjusting Project Description or Images
  • Working within a Workbook
    • Edit the workbook in the browser
    • Download the file
    • Tags
    • Permissions
    • Revision history
    • Workbook stats
    • Sorting and tiling options
  • Working with Views in a Workbook
    • The hierarchical structure of your project and folders
    • Tabs
    • Setting view filters or lenses
    • Alerts
    • Subscriptions
    • Sharing
    • Comments
    • Preview Device Layouts
  • Adjusting Users and User Permissions
    • Adding new users
    • Assigning permissions and site role access
  • Creating or Editing Groups
    • Creating a group
    • Adjusting group permissions
  • Refreshing Schedules and Tasks
    • Data extracts and why they are important
    • Understanding and creating refresh schedules
    • How these get set within a Tableau file
    • Tasks and triggers
  • Settings, Status Reporting, and Site Usage
    • The various reports and how to use them
    • How to customize them, if desired
    • Settings and what information is allowed and tracked
  • Conclusion