Tableau Server Essentials: Skills for Server Administrators!

A step-by-step guide to the administrative functions a good Tableau Server Administrator needs to know!
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Instructed by Jane Crofts IT & Software / Other
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  • Lectures 13
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2015 English

Course Description

  • Are you the lucky recipient of Tableau Server Administrator privileges?
  • Are you wanting to find a way to share your amazing Tableau Desktop workbooks?
  • Have you always wanted your very own Tableau Online cloud server?

If you answered yes to any of these questions, this course is for you!

This course will take you through the key skills you need to effectively administrate a Tableau Server installation. And hey, if you don't have a Tableau Server installation - this course will show you how to get one of those too!

As you already know, Tableau is a phenomenal suite of products - with Tableau Desktop being the icing on the cake. Take your skills to the next level and discover everything you need to know about Tableau Server to form a perfect complement to your Tableau Desktop training!

What are the requirements?

  • Students should have access to a Tableau Server deployment with Administrator privileges.
  • Students may also benefit from this course if they have Interactor privileges on a Tableau Server installation and are looking to understand the underlying functions of Tableau Server.

What am I going to get from this course?

  • Explain the difference between Tableau Desktop and Tableau Server.
  • Understand the different role types available to Tableau Server users.
  • Add, edit and delete users on Tableau Server.
  • Assign, view and modify user permissions on Tableau Server.
  • Add, modify and delete projects and related permissions.
  • Access the monitoring functions within Tableau Server.
  • Know where to go for assistance with specific questions relating to Tableau Server.

Who is the target audience?

  • This course is designed for Tableau Server users and administrators who are not familiar with the features and functions of the product.
  • This course is not for advanced Server Administrators who have already mastered these core concepts and fundamental skill sets.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Welcome and Introductions

Get a quick overview of the resources you'll need to successfully complete this course.

Section 2: Overview of key functions within Tableau Server

Find out what Tableau Server does and why it is different to Tableau Desktop.


Overview of the following features:

  • Content
  • Users
  • Groups
  • Schedules
  • Tasks
  • Status
  • Settings
3 questions

This quiz tests students' understanding of material covered to date.

Section 3: Users, Roles and Groups

Learn the different role types available on Tableau Server.


Learn how to add, edit and delete users on Tableau Server.


Learn how to create, delete and assign members to groups on Tableau Server.

3 questions

This quiz tests students' understanding of material covered to date.

Section 4: Permissions

Learn how to view, edit and manage user permissions.


Learn how to view, edit and manage project permissions.

1 page

Learn the hierarchy of permissions and how Tableau Server evaluates these.

3 questions

This quiz tests students' understanding of material covered to date.

Section 5: Monitoring and problem solving

Learn how to access and understand the monitoring features and functions within Tableau Server.


Learn how to access free, fast and fabulous assistance with specific Tableau Server issues.

4 questions

This quiz tests students' understanding of material covered to date.

Section 6: Wrap up and next steps
Final words of advice

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Instructor Biography

Jane Crofts, Tableau Partner and Tableau Qualified Associate

Allow me to introduce myself, I'm Jane and I want to help you make your business a true success.

I make sense of data and I want to make it easy for you to do that too.

Join the rapidlly growing number of students worldwide who have taken the next step in their analytics adventures!

I have extensive experience in leading business improvement initiatives whilst holding senior management positions across a range of industries, within both the public and private sectors.

In 2012, I established my own business intelligence consulting firm to help organisations better see and understand their data, utilising cutting-edge technology and data visualisation techniques. I'm a Tableau Qualified Associate, and one Tableau Software's first Alliance Partners in Australia.

I have real-world experience - underpinned by Bachelor and Master Degree foundations - which can help you identify, address and improve performance across all areas of your business.

I've amassed a wealth of knowledge and strategies which I have consolidated to bring you a collection of tools, tips and techniques to help you make better, data driven decisions for your business and boost your confidence when it comes to all things 'data'!

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