Tableau Site Administration (TSA101)

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Course 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.

Who Should Attend

  • This course is designed for new administrators who are responsible for managing, maintaining, and monitoring a Tableau site.
  • ?Please Note: This course is taught using a Tableau Server in a Windows Server environment.

Course Objectives

    • 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.

Course Outline

1. Introduction to Tableau Server Sites

  • Define Tableau Server Sites
  • Understand Environment User Interface
  • Review Environment Portal Basics

2. Tableau Server User Interface

  • Examine the Navigation Panel
  • Discover the Help Menu
  • Execute Site-Level Searches Using Quick and Full Search

3. Site Users

  • Import Users from a .CSV File
  • Import an Active Directory (AD) Group
  • Determine User Permissions

4. Site Groups

  • Verify AD Group Settings
  • Create Local Groups
  • Add Users to Local Groups

5. Site Schedules

  • Review an Extract Refresh Schedule
  • Understand a Flow Schedule
  • Examine a Subscription Schedule

6. Tasks and Jobs

  • Run Extract Refreshes and View Their Jobs
  • Run Flows and View Their Jobs
  • Review Schedule and Alert Options

7. Site Projects

  • Configure the Default Project
  • Establish Default Project Permission Rules
  • Create Projects
  • Set Project Permission Rules

8. Data Source Publication

  • 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

9. Flow and Workbook Publication

  • Design and Publish a Flow Using Web Authoring
  • Publish a Workbook
  • Utilize Revision History
  • Manage Data Content

10. User Filters

  • Create Manual Workbook User Filters
  • Apply Automatic Workbook User Filters
  • Implement Automatic Data Source Filters

11. Site Monitoring and Maintenance

  • Manage Extract Refreshes
  • Evaluate Flows
  • Monitor Subscriptions

12. Workbook Performance

  • Diagnose and Improve a Low-Performing Workbook

13. Additional Site Administrator Views and Task Automation

  • Run a Schedule and Extract Refresh Using tabcmd
  • Set Up a Sales Team Using tabcmd

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Class Dates & Times

Class times are listed Eastern time

This is a 2-day class

Price: $1,800.00

Class dates not listed.
Please contact us for available dates and times.