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.
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.
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.
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.
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.
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.
Alert scheduling and Data Connections
Maintaining the Tableau Server, scheduling for Alerts, understanding what are Data Connections and their benefits.
Customizing the Tableau Server, updating the Name, Logo specifications on the Server.
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
Monitoring the Tableau Server performance, analyzing and recording the various aspects to improve Server performance.
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.
Overview of tabcmd command line utility and its usefulness
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