Tableau site administration
Learn how to successfully manage, monitor and maintain a Tableau site, including how to manage users and groups, set permissions, and work with tasks and jobs. In this foundational course, you’ll also gain a solid understanding of the end user experience – what your users can do on a site, how they should work with site content and what it means to be a responsible content owner.
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Who should take this course:
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.
About this course:
This is a two-week blended learning course that includes three live sessions taught by Tableau Certified instructors, virtual labs for hands-on practice and on-demand eLearning content for reinforcement.
The course syllabus assigns pre-work prior to each live session and offers tips to ensure you are set up for success.
Below is a sample schedule of the course. While eLearning is flexible, the live sessions are scheduled.
Site administration schedule overview – time zones will vary
|
Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
|
|---|---|---|---|---|---|
| Week 1 |
eLearning |
eLearning |
eLearning |
Instructor-led Session 1 9:00am – 1:00pm |
eLearning |
|
Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
|
|---|---|---|---|---|---|
| Week 2 |
eLearning |
Instructor-led Session 2 9:00am – 1:00pm |
eLearning |
eLearning |
Instructor-led Session 3 9:00am – 1:00pm |
Note: This class is taught using Tableau Server in a Windows server environment. However, the principles of security, permissions, content and user management, and task automation covered in this course apply equally to site administrators in both Tableau Server and Tableau Cloud.
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 utilisation and adoption.
View the full course description in Trailhead Academy.
Prerequisites
- Familiarity with Tableau Server
Course includes
-
Three live, virtual instructor-led sessions
-
Virtual labs for hands-on practice
-
Guided eLearning for reinforcement
- Course manual containing key concepts and hands-on activities
- Access to Tableau eLearning for Creator to complete this course, and discover other self-paced, guided learning paths and earn digital badges (public classroom attendees only)
- Certification of completion
-
Continuing education credit (CPE) hours: 37
- 12 hours of instructor-led learning
- 25 hours of eLearning modules
Take this class in Trailhead Academy
Frequently asked questions
General
Through a combination of eLearning and live, instructor-led training, blended learning provides the flexibility of self-paced learning with instructor interaction and group discussions.
How long can I use the eLearning that comes with this class?
You can use Tableau eLearning for Creator access for three full weeks. The course spans two weeks; the third week can be used for review and preparation for the Tableau Site Administrator skills assessment and digital badge. Course materials provided in class, including a conceptual guide and practices, will be available for download as a reference.
I am a current eLearning customer. If I take this course will it shorten, lengthen or impact my current subscription in any way?
No, your current subscription will not be impacted. Once you purchase it, the Site Administration course module will appear in your eLearning portal within 24 hours. If you have questions or require assistance locating the course, please email us at globalservices@tableau.com and provide the email address you used to register.
Do I need to attend all three live sessions?
Yes, you are expected to attend all three sessions to keep up with the content and practices. If you unexpectedly cannot make a session, please email your instructor or globalservices@tableau.com to reschedule.
Which course is right for me: Tableau Site Administration or Tableau Server Administration?
Tableau Site Administration and Tableau Server Administration both provide the skills needed to effectively manage groups, projects, workbooks and data sources (including connection information) for a site. However, for administrators tasked with managing all sites on the server and requiring full access to all content and functionality, Server Administration is the right option. Server Administration provides in-depth coverage for a full Tableau Server installation with the skills and best practices to create a sound and extensible Tableau platform.