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Tableau Server Training

Course Summary

Our Tableau Server administration Certification training course lets you master Tableau administration. We provide the best online training classes to help you learn Tableau Server processes, performance tuning, users administration, publishing data, maintaining database. Work on real world projects.

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    Course Syllabus

    Tableau Server Course Content

    Introduction to Tableau & Tableau Desktop

    Understanding Tableau, basics of business intelligence and business analytics with Tableau, introduction to Tableau Desktop where all your reports, formats and dashboards are created.

    Installation and Configuration of Tableau Server

    Installation of Tableau Server, steps in the configuration of Tableau Server, common issues and troubleshooting them.

    Dashboards & Server Settings

    Learning how to access Tableau Dashboard using Tableau Server, setting up roles, schedules, tasks, settings and status for various users using the Tableau Server platform.

    Dashboard Scheduling

    Learn how to schedule a Tableau Dashboard for Report creation and sending.

    User Access: Rules & Permissions

    Granting the various permissions and setting up rules for various users depending on their roles like Developers, Administrators, Architects and other personnel, providing right access and information.

    Dashboard Operations

    Working with the Tableau Dashboard and sharing it with other Developers, migrating the dashboard and performing various operations on it.

    Web Server Interface, Sites, Projects, Users

    Working with the Tableau Server, working on a project using a web server interface to be accessible to all users.

    Creating Projects, Sites, Site Users and Publishing Workbook

    Deploying the necessary steps for the creation of various projects, sites and users working on the Tableau platform, publishing of the workbook under projects and performing maintenance activities.

    Server Reconfiguration

    Re configuring the Tableau Server as per the new requirements and introducing the various Tableau Server processes needed

    Interactive Server Dashboards

    Deploying interactive features on Tableau Dashboard, publishing the Dashboard to the Tableau Server and working on the Dashboard for interactive capabilities.

    Dashboard Navigation on Server

    Navigating through the Dashboard using the Tableau Server, understanding the Tableau Web Server features and interfaces

    Permissions on workbook, projects and user groups

    Ensuring the work is getting done right by applying permissions on workbook and projects and creating user groups.

    Customized Views

    Customization is possible on Tableau for frequently used options by choosing the ‘remember by changes’ option for creating custom views.

    Data Sources and Publishing,

    Understanding of Tableau Data Sources, publishing Data Sources from the Tableau Desktop using Tableau Server for getting data online, deploying permissions on Data Source.

    Admin Views

    Introduction to Standard admin views and creating custom Admin Views

    Understanding and deploying Tableau Server Standard Admin Views, learning to create Custom Admin Views on Tableau Server.

    Concept of Extracts and Schedules

    Learn to extract data from Data Sources to publish data from the Tableau Desktop to the Tableau Server, deploying Schedules on Data Extracts and understand how to refresh Extracts for updated Data Sources.

    Refresh Extracts from Tableau Server

    Getting the latest data onto the Tableau Server using the Refresh Extract option from the Tableau Server.

    Server Maintenance

    Alert scheduling and Data Connections

    Maintaining the Tableau Server, scheduling for Alerts, understanding what are Data Connections and their benefits.

    Server Customization

    Customizing the Tableau Server, updating the Name, Logo specifications on the Server.

    Tableau TCP-IP

    Various ports and ways to change the default ports in Tableau Server

    Server Authorization and Authentication

    Ensuring the Server efficiency and integrity through the deployment of right Tableau Server authorization and authentication, Tableau Server Security.

    Various Security Features

    Understanding the different aspects of Tableau Server Security and implementing them, ensuring the right authorization and authentication, various levels of security like User Filters, Data Security, Network Security, Server proxy setup, impersonating SQL Server.

    Tableau Parameters & Views

    List of Parameters, Embed Views and JavaScript API

    Understanding Tableau Parameters, working with embedded Parameters, deploying Tableau Views on websites, learning about Tableau JavaScript API.

    Server Performance

    Monitoring the Tableau Server performance, analyzing and recording the various aspects to improve Server performance.

    Server Scalability

    Scaling the Tableau Server performance up or down depending on the specific requirements

    Configuring for Fail-over, High Availability

    Ensuring the Tableau Server availability is always high and the fail-over system is always in place.

    Tabcmd Utility

    Overview of tabcmd command line utility and its usefulness

    Tabadmin Utility

    Introduction to the tabadmin command line utility and explains its usage.

    Troubleshooting in Tableau

    This module is dedicated to learning troubleshooting various faults using VizQ, Data Sources and License

    Database Maintenance and Logs

    Reading log files and identifying the problems, performing Database maintenance.

    Tableau Server Projects

    Project 1 – Publish Dashboard on Server

    Data set -SalesObjective – Learn how to publish dashboard using Tableau Server. You will work on organizing dashboards into projects, tag them, choose which worksheets to display and hide. This project includes publishing workbooks containing multiple worksheets, selecting a combination of dashboard and worksheet, ensuring the right accessibility is provided to the right user depending on the job role.

    Produce expert analytics by publishing dashboard on server, anybody can filter, highlight and drill down without any technical proficiency to derive real time business insights.

    Project 2Objective – In this project, you would create a new project in Tableau server as an admin and set project-based permissions for different types of users

Course Fee:
USD 300

Course Type:


Course Status:



1 - 4 hours / week

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