Site Admin Learning Path
Your role in data
As a Site Administrator, you manage, monitor, and maintain sites on Tableau Server or Tableau Cloud. You are responsible for:
Creating and managing site users and groups.
Creating projects to organize site content.
Assigning content permissions to users and groups.
Monitoring site metrics such as content usage, success of extract refresh tasks, and user activity.
Troubleshooting user issues with a site.
Curriculum
This learning path includes:
Getting Started with Tableau Server
FREE
Topics Covered: Tableau Basics
Learn the foundational skills you need to begin your Tableau Server journey. This course covers core data literacy concepts and provides guidance for navigating and managing content on Tableau Server, empowering you to learn Tableau quickly and effectively.
Tableau Server and Tableau Cloud Basics
Topics Covered: Governance, End User Experience
Become an ace at working with published content on Tableau Server or Tableau Cloud. Learn about the Tableau content hierarchy and how to use each content page. Find out the various types of content interactions available to you. Get familiar with content governance and how it impacts you.
Introduction to Site Administration
Topics Covered: Governance, Security
Embrace being a site administrator. Learn how the role of the site administrator is vitally important to your organization's success with Tableau Server and Tableau Cloud. Get to know the site administrator pages, both what they do and how to use them.
Site Management
Topics Covered: Governance, Security
Take control of your site by learning the key concepts needed for effective site management. Gain an understanding of how to manage users. Understand how permissions work in Tableau Server and Tableau Cloud. Ultimately, learn how users, groups, projects, and permissions combine to create a governed workflow.
Site Monitoring & Maintenance
Topics Covered: Monitoring & Auditing
Get a handle on site monitoring and maintenance. Learn how to manage extract refreshes, schedules, and alerts. Get familiar with how to audit your site for content usage and user adoption. Find out how to monitor the performance of your site’s content.
Content Ownership
Topics Covered: Governance, Monitoring & Auditing, End User Experience
Start down the road of responsible content ownership. Find out how, by being a responsible workbook or data source owner, you help others get the most out of your content. Understand how to publish content based on your organization’s governance model. Then, ensure your content’s ongoing success through auditing, monitoring, and maintenance.
Assessment: Manage and Maintain Tableau Sites
You’ve got the right data skills for your role – now it’s time to show them off. Pass this Skills Assessment and earn a Skill Badge.