Tableau Server for Analysts
1h 25mBeginner2024-09-11
Authors

Maven Analytics

Dustin Cabral
Course details
This course is designed for data analysts or BI professionals looking to create, manage, publish, and share workbooks using Tableau Server and Tableau Online. Instructor Dustin Cabral starts by introducing Tableau Server and Tableau Online, reviewing the interface and content management structure, and exploring user roles and permissions. Dustin shows you how to publish workbooks and data sources to Tableau Server, and introduces powerful interaction tools like scheduled refresh, data-driven alerts, custom views, comments, and more. He also reviews web authoring tools to create, edit, publish, and share new workbooks or data connections within the Tableau Server environment.
Throughout the course, you’ll play the role of a senior Tableau developer for BankMaven, a fictitious financial institution. Using the skills you learn throughout the course, you'll help the BankMaven team publish workbooks, schedule data refreshes, create custom views, and deliver content to key users in the organization.
Throughout the course, you’ll play the role of a senior Tableau developer for BankMaven, a fictitious financial institution. Using the skills you learn throughout the course, you'll help the BankMaven team publish workbooks, schedule data refreshes, create custom views, and deliver content to key users in the organization.
Skills covered
TableauTableau SoftwareData VisualizationBusiness AnalyticsData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOne-Off
Concepts
Getting Started
- 01 - Course structure and outline
- 02 - Course project intro
- 03 - Setting expectations
- 04 - Downloading Tableau Online (trial)
1. Intro to Tableau Server
- 05 - Tableau licensing roles
- 06 - Tableau Server vs. Online
- 07 - Accessing Tableau Server
- 08 - The Tableau Server interface
- 09 - Content management
- 10 - License and site roles
- 11 - User permissions
- 12 - User permissions example
2. Publishing and Scheduling
- 13 - Publishing a workbook
- 14 - Publishing a data source
- 15 - Scheduling data extract refreshes
- 16 - Scheduling prep workflow refreshes
3. Interaction Tools
- 17 - Basic interactions
- 18 - Creating custom views
- 19 - Creating alerts
- 20 - Creating metrics
- 21 - Creating subscriptions
- 22 - Exporting content
- 23 - Sharing and commenting
4. Web Authoring Tools
- 24 - Web authoring
- 25 - Connecting to data
- 26 - Creating new workbooks
- 27 - Authoring views
- 28 - Editing views
- 29 - Publishing to personal space