Tableau Site Administration is designed for new site administrators tasked with the implementation, management, and monitoring of a Tableau site. This introductory course is offered as a blended learning experience comprising three instructor-led sessions plus self-paced eLearning lessons over the course of a two-week period. Note: This class is taught using Tableau Server in a Windows server environment.
Familiarity with Tableau Server.
When you complete this course, you will be able to:
Navigate the Tableau Online/Tableau Server user interface.
Understand the purpose and function of governance in Tableau Online/Tableau Server.
Plan the structure of a site.
Create groups and add users to groups.
Create projects and set project permissions.
Manage users and their content.
Publish data sources and workbooks.
Audit and monitor content.
Monitor site utilization and adoption.
Prepare for the course with this Trailmix.
Lessons and Topics
Getting Started with Tableau Server
Understanding Basic Data Concepts
Reading Common Chart Types
Touring the Tableau Server UI
Tableau Server and Tableau Online Basics
Identifying Content Types and Pages
Interacting with Published Content
Understanding Governance and Your Role in It
Introduction to Site Administration
Getting Started with Site Administration
Touring the Site Administration Pages
Planning and Organizing a Site
About the identity store
Defining authorization in Tableau
Planning authorization to meet your needs
Reviewing the implementation process
Creating groups and adding users to groups
Defining permissions on the Default project
Setting project permissions
Managing Users and their Content
Add users through the user interface (UI)
Use a CSV file to import users
Modify site roles and remove users
Delete content and reassign content ownership
Review how to create projects from the UI
Set project descriptions
Define Project Leaders
Take actions on projects
Understanding Permissions in Tableau
Authorization and the Capability Hierarchy
Understanding how Tableau evaluates permissions
Overview of permissions best practices
Setting up default project permissions
Locking project permissions
Using groups for grantees
Setting permissions at the project and group levels