Tableau Site Administration ( TSA101 )

Overview

Learn how to successfully manage, monitor, & maintain a Tableau site, including how to control users & groups, set permissions, & work with tasks & jobs. In this foundational course, you’ll also understand the end-user experience—what your users can do on a site, how they should work with site content, & what it means to be a responsible content owner.

Duration: 4 days

Audience profile

Tableau Site Administration is designed for new site administrators tasked with the implementation, management, & monitoring of a Tableau site. This introductory course is a blended learning experience comprising three instructor-led sessions plus self-paced eLearning lessons for two weeks. Note: This class uses Tableau Server in a Windows server environment.

 

Prerequisite for this course

Familiarity with Tableau Server.

Content Outline

Getting Started with Tableau Server

  •  Understanding Basic Data Concepts
  •  Reading Common Chart Types
  •  Touring the Tableau Server UI

Tableau Server & Tableau Cloud Basics

  • Identifying Content Types & Pages
  • Interacting with Published Content
  • Understanding Governance & Your Role in It

Introduction to Site Administration

  • Getting Started with Site Administration
  • Touring the Site Administration Pages

Planning & Organizing a Site

  • About the identity store
  • Defining authorization in Tableau
  • Planning authorization to meet your needs
  • Reviewing the implementation process
  • Making groups & adding users to groups
  • Defining permissions on the Default project
  • Making projects
  • Setting project permissions

Managing Users & their Content

  • Add users through the user interface (UI)
  • Use a CSV file to import users
  • Modify site roles & remove users
  • Move content
  • Delete content & reassign content ownership
  • Rename content

Managing Projects

  • Review how to create projects from the UI
  • Set project descriptions
  • Define Project Leaders
  • Take action on projects

Understanding Permissions in Tableau

  • Authorization & the Capability Hierarchy
  • Permission rules
  • Permission templates
  • Permission capabilities
  • Understanding how Tableau evaluates permissions
  • Overview of permissions best practices
  • Setting up default project permissions
  • Locking project permissions
  • Using groups for grantees
  • Setting permissions at the project & group levels

Being a Responsible Content Owner

  •  Responsible content ownership

Publishing Data Sources

  • Published data sources
  • Extracts & extract refreshes
  • Filtering data sources
  • Certified data & data source recommendations

Publishing Workbooks

  • Publishing workbooks
  • Working with published workbooks

Auditing & Monitoring Your Content

  • For all content owners
  • For workbook owners
  • For data source owners

Site Monitoring & Maintenance

  • Working with Tasks
  • Using Administrative Views
  • Monitoring Site Utilization & Adoption
  • Identifying Stale Content
  • Monitoring Workbook Performance
  • Automatic Tasks with tabcmd
  •  Understanding Basic Data Concepts
  •  Reading Common Chart Types
  •  Touring the Tableau Server UI
  • Identifying Content Types & Pages
  • Interacting with Published Content
  • Understanding Governance & Your Role in It
  • Getting Started with Site Administration
  • Touring the Site Administration Pages
  • About the identity store
  • Defining authorization in Tableau
  • Planning authorization to meet your needs
  • Reviewing the implementation process
  • Making groups & adding users to groups
  • Defining permissions on the Default project
  • Making projects
  • Setting project permissions
  • Add users through the user interface (UI)
  • Use a CSV file to import users
  • Modify site roles & remove users
  • Move content
  • Delete content & reassign content ownership
  • Rename content
  • Review how to create projects from the UI
  • Set project descriptions
  • Define Project Leaders
  • Take action on projects
  • Authorization & the Capability Hierarchy
  • Permission rules
  • Permission templates
  • Permission capabilities
  • Understanding how Tableau evaluates permissions
  • Overview of permissions best practices
  • Setting up default project permissions
  • Locking project permissions
  • Using groups for grantees
  • Setting permissions at the project & group levels

 Responsible content ownership

  • Published data sources
  • Extracts & extract refreshes
  • Filtering data sources
  • Certified data & data source recommendations
  • Publishing workbooks
  • Working with published workbooks
  • For all content owners
  • For workbook owners
  • For data source owners
  • Working with Tasks
  • Using Administrative Views
  • Monitoring Site Utilization & Adoption
  • Identifying Stale Content
  • Monitoring Workbook Performance
  • Automatic Tasks with tabcmd

FAQs

This course is a must for new Salesforce administrators. We recommend administrators take this training program for many advantages before starting a Salesforce deployment or when taking over an existing deployment.

 

Tableau Site Administration is designed for new site administrators tasked with the implementation, management, & monitoring of a Tableau site. This introductory course is a blended learning experience comprising three instructor-led sessions plus self-paced eLearning lessons for two weeks. Note: This class uses Tableau Server in a Windows server environment.

 In this course, you will learn to:

  • Navigate the Tableau Cloud/Tableau Server user interface.
  • Understand the purpose & function of governance in Tableau Cloud/Tableau Server.
  • Plan the structure of a site.
  • Create groups & add users to groups.
  • Create projects & set project permissions.
  • Manage users & their content.
  • Publish data sources & workbooks.
  • Audit & monitor content.
  • Monitor site utilization & adoption.

In case of Radiant Techlearning solutions cancel an event, 100% of the course fee will be refunded to the participant. 

We provide best-in-class training programs to our clients with many services. Radiant also believe in taking feedback from its client’s time to time. If you face any difficulty, you can freely discuss it with us. However, due to some reason, if your expectations are not met. We have a refund policy in which Radiant will refund your payment within seven days. To get the refund, you must inform us about your concern before 20% completion of the training program.

 

To know about the fees details, you can email us at training@radianttechlearning.com with your requirement in detail containing the below information

In the case of Self / Individual 

  • Training Program
  • Training Mode (Online/ Classroom)
  • Location (in case of the classroom):
  • Background (Education/ Technology/ Year of experience, etc. )
  • Training Timeline 

In the case of Corporate Training

  • Training Program
  • No. of Participants
  • Training Mode (Online/ Classroom)
  • Location (in case of the classroom):
  • Participant’s Background (Education/ Technology/ Year of experience, etc.)
  • Training Timeline 
  • Expectations from the training program

 

The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.

Radiant awards course completion certificates to all the participants who have completed the training program, which includes various real-time projects, assignments, quizzes & some other tasks. Once the course is done, you would be assigned a project which you would have to submit in 2 weeks. 

Radiant Techlearning experts will be evaluating the project on various parameters. You must score more than 60% marks to be eligible for the verified certificate. 

Only after completing these criteria would you be awarded a Radiant verified certificate & which the participants can use for their future job purpose. 

Participants will be awarded grades according to the following criteria:

  • 90% – 100% – AAA+
  • 80% – 90% – AA+
  • 70% – 80% – A+
  • 60% – 70% – A

No. These training programs are helping to improve your skills & knowledge of the technology which would allow you to l& in your dream job by learning them. 

Our training program will maximize your ability & chances of getting a successful job. You have to select a position according to your convenience. Your performance in the training program & interview is crucial for getting a good job.

 

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