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Tableau Site Administration
Duration
2 Days
Course
SF-TSA101
Available Formats
Classroom Training, Online Training
Course Description
Overview
Discover how to manage, maintain, and monitor a Tableau Server site. In this 2-day instructor-led course, learn how to configure essential site elements, including users and groups, tasks and jobs, extraction and subscription schedules, data sources, workbooks, and projects. Create a secure digital workspace experience that promotes the sharing of data-driven insights, inspires team collaboration, and champions Tableau site planning best practices.Objectives
When you complete this class, you will be able to:
- Create and manage a Tableau Server site that champions site planning best practices.
- Explain the role of governance as it relates to Tableau Cloud and Tableau Server.
- Publish data sources and workbooks that can be shared amongst team members.
- Monitor Tableau site utilization, adoption, and content.
Audience
This course is designed for new administrators who are responsible for managing, maintaining, and monitoring a Tableau site.
Topics
Introduction to Tableau Server Sites
- Define Tableau Server Sites
- Understand Environment User Interface
- Review Environment Portal Basics
- Examine the Navigation Panel
- Discover the Help Menu
- Execute Site-Level Searches Using Quick and Full Search
- Import Users from a .CSV File
- Import an Active Directory (AD) Group
- Determine User Permissions
- Verify AD Group Settings
- Create Local Groups
- Add Users to Local Groups
- Review an Extract Refresh Schedule
- Understand a Flow Schedule
- Examine a Subscription Schedule
- Run Extract Refreshes and View Their Jobs
- Run Flows and View Their Jobs
- Review Schedule and Alert Options
- Configure the Default Project
- Establish Default Project Permission Rules
- Create Projects
- Set Project Permission Rules
- Publish a Data Source with a Live Connection
- Review a Published Data Source in Ask Data
- Create and Publish a Server File Extract
- Create and Publish a Local File Extract
- Certify a Data Source
- Design and Publish a Flow Using Web Authoring
- Publish a Workbook
- Utilize Revision History
- Manage Data Content
- Create Manual Workbook User Filters
- Apply Automatic Workbook User Filters
- Implement Automatic Data Source Filters
- Manage Extract Refreshes
- Evaluate Flows
- Monitor Subscriptions
- Diagnose and Improve a Low-Performing Workbook
- Run a Schedule and Extract Refresh Using tabcmd
- Set Up a Sales Team Using tabcmd
Related Courses
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Tableau Essentials
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- Delivery Format: Classroom Training
- Price: 1,530.00 USD
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Tableau Advanced
BATB-105- Duration: 2 Days
- Delivery Format: Classroom Training
- Price: 1,530.00 USD
Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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title
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