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Tableau Server & Tableau Online for Business Intelligence

Name: Tableau Server & Tableau Online for Business Intelligence
Rating: 4.5 (646 reviews)

Learn Tableau Server + Tableau Online to create, publish & share data analytics reports & dashboards in the cloud

Created byMaven Analytics • 1,500,000 Learners, Dustin Cabral | Tableau & Data Visualization Expert

Last updated 6/2026

English

English [Auto],

What you'll learn

Create, manage, publish and share Tableau reports using Tableau Server & Online
Configure scheduled refresh for data extracts and Tableau Prep workflows
Apply interaction tools like data-driven alerts, custom views, subscriptions & comments
Learn from a best-selling instructor, featured author, and award-winning Tableau developer

Course content

6 sections • 32 lectures • 1h 29m total length

Course Structure & Outline1:47
Learn to publish and share Tableau reports and dashboards on Tableau Server and Tableau Online. Explore roles, permissions, scheduled refresh, alerts, custom views, and web authoring tools.
READ ME: Important Notes for New Students2:13
Course Project Intro0:59
Join a Tableau developer at bank maven to publish data sources and workbooks from Tableau Desktop to Tableau Server, schedule extract refreshes, and deliver web author dashboards to key users.
DOWNLOAD: Course Resources0:10
Setting Expectations1:13
Set expectations for the Tableau Server for analysts course, clarifying scope, audience, and focus on content management and consumption on Tableau Server and Tableau Online.
Downloading Tableau Online (Free Trial)2:39
Activate a 14-day trial of Tableau Online to follow along, sign up, activate your site, and sign in, then publish to Tableau Server or Tableau Online.

Tableau Licensing Roles0:56
Explore how license roles and products govern access in Tableau Server and Tableau Online, detailing creator, explorer, and viewer permissions and the desktop prep option.
Tableau Server vs. Online0:58
Explore the differences between Tableau Server and Tableau Online, including customer managed vs cloud hosted platforms, and how data source integration differs with Tableau Bridge.
Accessing Tableau Server1:32
Sign in to Tableau Online by entering your email, site URL, and password, with two-factor authentication when enabled, while recognizing that steps vary by authentication setup and deployment.
The Tableau Server Interface4:35
Learn to search, interact, customize, and share content in Tableau server and Tableau online. Navigate the left panel from home to favorites, recents, shared with me, explore.
Content Management3:25
Explore how Tableau Server and Tableau Online manage content with servers, sites, and nested projects, including data sources, workbooks, metrics, and prep flows, detailing permissions that govern access across sites.
License & Site Roles2:37
Explore how Tableau Server permissions depend on license roles and site roles, including Creator, Explorer, and Viewer, with license roles setting maximum capabilities and site roles refining access.
User Permissions2:15
Understand how Tableau server permissions drive capabilities across projects, workbooks, and data sources through group, user, and effective permissions, including visibility for publishers.
User Permissions Example2:46
Compare Chris and Enrique as they navigate permissions on the Tableau Server. Reveal how license, site role, and group permissions limit or grant access to projects and content.
QUIZ: Intro to Tableau Server

Publishing a Workbook5:44
Publish your workbook to Tableau Server or Tableau Online after signing in and selecting a project. Configure names, descriptions, tags, permissions, and data source refresh settings to control access.
Publishing a Data Source5:13
Publish data sources to Tableau Server or Tableau Online, reuse across workbooks, and configure name, description, tags, and permissions, with scheduled refreshes and authentication options.
Scheduling Data Extract Refreshes3:34
Publish data sources with extracts or live connections on Tableau Server and schedule refreshes via Extract Refreshes tab, choosing full or incremental refresh and a daily, weekly, or monthly cadence.
Scheduling Prep Workflow Refreshes3:43
Schedule prep workflow refreshes on Tableau Server and Tableau Online by creating a new task, selecting a predefined cadence, choosing output steps, and choosing full or incremental refresh types.
QUIZ: Publishing & Scheduling

Basic Interactions5:25
Creating Custom Views2:31
Create and share custom views on Tableau Server and Tableau Online by saving filtered dashboard configurations, naming them, setting defaults, and controlling visibility.
Creating Alerts2:49
Create data driven alerts from the alerts menu by selecting an axis, configuring a condition and threshold, and naming and distributing alerts with subject and frequency to recipients.
Creating Metrics2:34
Create metrics on Tableau Server or Tableau Online from the metrics menu to define dynamic KPIs with trending measures, and share them with other users by saving to a project.
Creating Subscriptions2:51
Learn to create subscriptions in Tableau Online, including who receives emails, what dashboards to include, format options, and scheduling on a chosen frequency.
Exporting Content5:14
Export dashboards from Tableau Server and Tableau Online using the download menu to generate images, raw data, cross tabs, PDFs, PowerPoint, or a workbook copy.
Sharing & Commenting2:58
Share and comment on Tableau dashboards via the dashboard toolbar; capture the current view, embed images, and notify teammates. Copy links or embed codes with proper permissions for viewing.
QUIZ: Interaction Tools

Web Authoring0:49
Learn web authoring in Tableau Server and Tableau Online, enabling creator or explorer users to publish, connect data, and edit dashboards in-browser. Administrators control access at project and workbook levels.
Connecting to Data3:03
Creating New Workbooks2:33
Create new workbooks in Tableau Server or Tableau Online using published or new data sources, then save, publish, and manage permissions for creators and explorers to support production dashboards.
Authoring Views6:18
Publish and customize views on tableau server or tableau online using web authoring, connecting to data sources, working with dimensions and measures, shelves, marks, filters, and interactive dashboards.
Editing Views1:55
Publishing to Personal Space2:11
Publish to personal space in Tableau Server or Tableau Online to securely test content before launch. Move workbooks between personal space and projects, with private visibility and admin considerations.
QUIZ: Web Authoring Tools

Requirements

Tableau Desktop + Tableau Server or Tableau Online (14-day free trial)
Prior experience with Tableau Desktop is strongly encouraged

Description

This course is designed for data analysts or business intelligence professionals looking to create, manage, publish and share workbooks and dashboards using Tableau Server and Tableau Online (Tableau Cloud).

We'll start by introducing the Tableau Server and Tableau Online environments, reviewing the user interface and content management structure, and exploring user roles and permissions.

From there we'll practice publishing workbooks and data sources to Tableau Server, and introduce powerful interaction tools like scheduled refresh, data-driven alerts, custom views, comments, and more.

Last but not least we'll review web authoring tools to create, edit, publish, and share new workbooks or data connections within the Tableau Server or Tableau Online environment.

COURSE OUTLINE:

Introducing Tableau Server & Online
- License & site roles, user permissions, content management, user interface, etc.
Publishing & Scheduling
- Publishing options, scheduled extract & workflow refresh, etc.
Interaction Tools
- Custom views, alerts, metrics, subscriptions, comments, sharing options, etc.
Web Authoring Tools
- Connecting to data, creating new workbooks, authoring & editing views, etc.

Throughout the course, you’ll play the role of a Sr. Tableau Developer for BankMaven, a prominent financial institution based in the United States. Using the skills you learn throughout the course, you'll help the BankMaven team publish workbooks, schedule data refreshes, create custom views, and deliver content to key users in the organization.

If you're an analyst looking to add Tableau Server and Tableau Online to your skill set, this is the course for you!

__________

Join today and get immediate, lifetime access to the following:

1.5 hours of high-quality video
Tableau Server for Data Analysts ebook
Downloadable Tableau project files
Course demos & quizzes
Expert Q&A support
30-day money-back guarantee

See you in the course!

-Dustin (Featured Tableau Author & Lead Tableau Instructor, Maven Analytics)

__________

Looking for our full course library? Search "Maven Analytics" to browse our full collection of Excel, Power BI, SQL, Tableau, Python, Alteryx & Machine Learning courses!

See why Maven Analytics courses are among the TOP-RATED the BEST-SELLING courses on Udemy:

"Some of the BEST courses I've ever taken. I've studied several programming languages, Excel, VBA and web dev, and Maven is among the very best I've seen!" Russ C.

"This is my fourth course from Maven Analytics and my fourth 5-star review, so I'm running out of things to say. I wish Maven was in my life earlier!" Tatsiana M.

"Excellent from start to finish. I picked up a bunch of techniques that will be useful in the workplace, from new chart templates to some very cool advanced visualizations. I loved all of it!" Robert C.

"Maven Analytics should become the new standard for all courses taught on Udemy!" Jonah M.

Who this course is for:

Anyone looking for a hands-on, project-based introduction to Tableau Server & Tableau Online
Data Analysts looking to publish and share Tableau workbooks with other users
BI professionals who want to leverage reporting tools like automated refresh, data-driven alerts & custom views
Students who want a comprehensive, engaging, and highly interactive approach to training

Tableau Server & Tableau Online for Business Intelligence

What you'll learn

Explore related topics

Course content

Getting Started6 lectures • 9min

Intro to Tableau Server & Online8 lectures • 19min

Publishing & Scheduling4 lectures • 18min

Interaction Tools7 lectures • 24min

Web Authoring Tools6 lectures • 17min

Wrapping Up1 lecture • 2min

Requirements

Description

Who this course is for: