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Tableau Server Essentials: Skills for Server Administrators!

A step-by-step guide to the administrative functions a good Tableau Server Administrator needs to know!
4.1 (265 ratings)
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3,016 students enrolled
Created by Jane Crofts
Last updated 10/2015
  • 1 hour on-demand video
  • 1 Article
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • 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!

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.
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What Will I Learn?
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.
View Curriculum
  • 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.
Curriculum For This Course
Expand All 13 Lectures Collapse All 13 Lectures 52:35
Welcome and Introductions
2 Lectures 03:20

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

Getting Started - What you'll need to complete this course
Overview of key functions within Tableau Server
2 Lectures 04:01

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

What is Tableau Server?

Overview of the following features:

  • Content
  • Users
  • Groups
  • Schedules
  • Tasks
  • Status
  • Settings
Key features and functions

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

Quiz: The Basics
3 questions
Users, Roles and Groups
3 Lectures 09:56

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.


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

Quiz: Users, Roles and Groups
3 questions
3 Lectures 18:30

Learn how to view, edit and manage user permissions.


Learn how to view, edit and manage project permissions.

How Permissions are Evaluated

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

Handy Reference: How Permissions are Evaluated
1 page

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

Quiz: Permissions
3 questions
Monitoring and problem solving
2 Lectures 15:39

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

Tasks and Status Monitoring

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


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

Quiz: Monitoring and problem solving
4 questions
Wrap up and next steps
1 Lecture 00:08
Final words of advice
About the Instructor
4.2 Average rating
911 Reviews
12,278 Students
4 Courses
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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