Course Number: TAB-120

Duration: 0.25 days (2 hours)

Format: Live, hands-on

Tableau Server Administration Overview

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.

Location and Pricing

This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.

In addition, some Data courses are available as live, online classes for individuals.

Objectives

  • 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.

Outline

Expand All | Collapse All

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

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


Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



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