Tableau Server Hands-On Training for Creator and Explorer
Overview
This 1-day hands-on training is designed specifically for Tableau Creators and Explorers. Participants will learn how to publish, manage, and collaborate on content within Tableau Server. From setting up data-driven alerts to leveraging web authoring capabilities, this course equips users with the skills needed to streamline analytics workflows, enforce governance, and enhance team collaboration.
Key Highlights
• Hands-on, instructor-led training
• Publish, manage, and collaborate on content
• Learn web authoring and data-driven alerts
• Understand permissions and access controls
• Apply best practices for dashboard sharing and governance
Who Should Join
Tableau Creators, Explorers, site administrators, business analysts, and users looking to improve their Tableau Server proficiency and adopt best practices for content management.
Outcome
By the end of the training, participants will confidently publish dashboards to Tableau Server, manage user access, schedule automated updates, and foster seamless data sharing and collaboration across teams, enhancing both productivity and governance.
Table of Content
1. Overview
• Introduction
• Objective
• Audience
• Prerequisite
2. Getting Started with Tableau Server
• Introduction
• User roles
• Site
3. Manage Users, Permissions and Project (Site Administrator)
• Sign In to Tableau Server
• Home Screen
• Navigation Panel
• Adding New User to a site
• Manage Users Using Groups
– Add Users to Group
– Rename Group
– Delete Group
– Update User Record
• Manage Project
• Changing Content Ownership
• Assigning Permission
4. Publish a Workbook and Data Sources
• Publish a Workbook to Tableau Server
• Publish a Data Source
– From Explore Page
– From Tableau Desktop
• Managing Data Refresh Schedules
5. Interacting with Published Content on Tableau Server
• View or Interact with Content in Project
– Workbooks
– Views
– Data Sources
– Ask Data
– Comment on Views
• Data-Driven Alert
• Subscriptions
– Create Subscription to a View or Workbook
– Update or Unsubscribe from a Subscription
6. Create Dashboard in Tableau Server
• Build Dashboard Using Web Authoring
– Sales by Product Category
– Forecast
– Maps: Sales by State
– Add Shape
• Saving and organizing dashboards in projects
7. Best Practices for Performance & Governance
• Organizing Projects & Permissions
• Choosing Live vs. Extract Data Connections in Tableau Server
• Optimizing Dashboard Performance
8. Tableau Mobile
• App Requirements & Installations
• Sign in to Tableau Mobile
• Interacting with Content in Tableau Mobile
• Changing App Settings or Switch Site
• See Interactive Previews, Online or Offline