Tableau Site Administration (TSA101)

Price
$1,800.00 USD

Duration
2 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

Request More Information
Download Course Details
Course Details Only
Course Details & Schedule
Skip to Class Dates

Course Overview

Discover how to manage, maintain, and monitor a Tableau Server site. In this 2-day instructor-led course, learn how to configure essential site elements, including users and groups, tasks and jobs, extraction and subscription schedules, data sources, workbooks, and projects. Create a secure digital workspace experience that promotes the sharing of data-driven insights, inspires team collaboration, and champions Tableau site planning best practices.

Course Objectives

  • Create and manage a Tableau Server site that champions site planning best practices.
  • Explain the role of governance as it relates to Tableau Cloud and Tableau Server.
  • Publish data sources and workbooks that can be shared amongst team members.
  • Monitor Tableau site utilization, adoption, and content.

Who Should Attend?

  • This course is designed for new administrators who are responsible for managing, maintaining, and monitoring a Tableau site.
  • ?Please Note: This course is taught using a Tableau Server in a Windows Server environment.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Prepare for your course by completing this prework before your session starts: https://trailhead.salesforce.com/users/auser1343/trailmixes/tableau-site-administration-tsa-101-prework

Agenda

1. Introduction to Tableau Server Sites

  • Define Tableau Server Sites
  • Understand Environment User Interface
  • Review Environment Portal Basics

2. Tableau Server User Interface

  • Examine the Navigation Panel
  • Discover the Help Menu
  • Execute Site-Level Searches Using Quick and Full Search

3. Site Users

  • Import Users from a .CSV File
  • Import an Active Directory (AD) Group
  • Determine User Permissions

4. Site Groups

  • Verify AD Group Settings
  • Create Local Groups
  • Add Users to Local Groups

5. Site Schedules

  • Review an Extract Refresh Schedule
  • Understand a Flow Schedule
  • Examine a Subscription Schedule

6. Tasks and Jobs

  • Run Extract Refreshes and View Their Jobs
  • Run Flows and View Their Jobs
  • Review Schedule and Alert Options

7. Site Projects

  • Configure the Default Project
  • Establish Default Project Permission Rules
  • Create Projects
  • Set Project Permission Rules

8. Data Source Publication

  • Publish a Data Source with a Live Connection
  • Review a Published Data Source in Ask Data
  • Create and Publish a Server File Extract
  • Create and Publish a Local File Extract
  • Certify a Data Source

9. Flow and Workbook Publication

  • Design and Publish a Flow Using Web Authoring
  • Publish a Workbook
  • Utilize Revision History
  • Manage Data Content

10. User Filters

  • Create Manual Workbook User Filters
  • Apply Automatic Workbook User Filters
  • Implement Automatic Data Source Filters

11. Site Monitoring and Maintenance

  • Manage Extract Refreshes
  • Evaluate Flows
  • Monitor Subscriptions

12. Workbook Performance

  • Diagnose and Improve a Low-Performing Workbook

13. Additional Site Administrator Views and Task Automation

  • Run a Schedule and Extract Refresh Using tabcmd
  • Set Up a Sales Team Using tabcmd
 

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



Do You Have Additional Questions? Please Contact Us Below.

contact us contact us 
 
Contact Us about Starting Your Business Training Strategy with New Horizons