TABLEAU SERVER:

With Best-Selling Tableau Instructor Dustin Cabral

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 Course Outline

1 Course Project & Setup Introduce the course project, set expectations, and download Tableau Online (free trial)

2 Intro to Tableau Server Review Tableau server structure, roles, interface and permissions

3 Publishing & Scheduling Publish and schedule data sources and Tableau workbooks

4 Interaction Tools Interact with content through custom views, alerts, metrics, subscriptions and exports

5 Web Authoring Tools Create data source connections, workbooks, and views on the web

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 Course Project

THE You’ve just been hired as a Sr. Tableau Developer by BankMaven, a prominent
SITUATION financial institution based in the United States.

THE Your primary role is to author and curate Tableau Server content for the organization.
BRIEF This will involve publishing workbooks to BankMaven’s Tableau Server, scheduling data
source refreshes, web authoring dashboards, and delivering content to key users.
All you’ve been given is a folder of Excel files and Tableau workbooks.

THE Use Tableau Desktop & Tableau Server to:

OBJECTIVE • Publish data sources and workbooks
• Schedule data extract refreshes
• Web author new content on Tableau Server
• Interact with workbooks and export information

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 Setting Expectations

1 This course is for users who already have a basic level of Tableau proficiency
• If you aren’t able to navigate Tableau Desktop and perform basic workbook functions, we recommend taking the Tableau
Desktop course from Maven Analytics first

2 We’ll be focusing specifically on Tableau Server authoring and interaction

• This course is geared towards developers and analysts curating content on Tableau Server and those interacting with
workbooks online, and is not intended to serve as a comprehensive deep dive

3 We won’t cover Tableau Server Administration in this course

• We’ll be focusing primarily on content management and consumption by developers and end users, rather than setup and
administration of a Tableau Server / Online Environment

4 What you see on your screen may not always match mine
• Tableau products update frequently, so features and functionality may change over time. We’ll be using a free trial of
Tableau Online for this course, which may look different than your own Server/Online deployment

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 Downloading Tableau Online (Trial)

IMPORTANT: If you don’t have access to a Tableau Online or Server

environment, we recommend signing up for a 14-day free trial of Tableau
Online to follow along with this course

This course is compatible with Server or Online, but keep in mind that:
• The trial is a free version of Tableau Online, available at
tableau.com/products/online/request-trial
• The trial is only available for 14 days, and will deactivate unless purchased
• Tableau Desktop (Trial or Paid) is required to publish to Tableau Server or Online

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 Tableau License Roles

Tableau Server is included as part of every license role (Creator, Explorer and Viewer), but with
varying levels of permissions and functionality

LICENSE ROLES:

Creator Explorer Viewer

PRODUCTS:

Desktop Prep Server

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 Tableau Server

Tableau Server & Online both provide a space for users to connect to data, create visualizations,
interact with content, and share insights within their organization

Tableau Server Tableau Online

• Tableau Server is a customer-managed sharing • Tableau Online is a cloud-hosted sharing platform

platform where creators, explorers, and viewers where creators, explorers, and viewers can
can create, interact, and share content create, interact, and share content

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 Sign-in to Tableau Server

Tableau Server & Online typically require several steps to sign-in, including email address, site
name, password, and 2-factor authentication

1 Enter Email 2 Enter Site Name 3 Enter Credentials 4 2 Factor Authentication

Authentication options may vary depending on your Server/Online setup and your organization’s security policies; in some cases, you may not need
to enter any credentials if you are operating within a single sign-on (SSO) environment!

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 Tableau Server Interface

The Tableau Server interface allows users to search, interact, customize and share content

Home Search
Recent & recommended content Search content directly

Help
Favorites
Support & Tableau resources
Content marked with a star

Notifications
Shared with Me
Automated messages
Content shared with your profile

Account Menu
Personal Space Adjust profile settings
Private location to save/edit content

Collections
Custom groups of content

Explore
Space to filter, sort & find content

Recents Recommendations
List of the most recent content viewed Content automatically provided based on recent viewing

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 Content Management

Tableau Server enables organizations to manage content through servers, sites, and projects

Single Site Multi-Site

Server
Company or Tableau-hosted
Tableau Server platform

Sites
Independent content collections
contained within the same server

Projects
Content folder containing other projects,
workbooks, flows and data sources

Content
Workbooks, flows and data sources

Content Barrier

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 License & Site Roles

Tableau Server user permissions and capabilities are based on both license roles and site roles

License Roles Creator Explorer Viewer

Roles based on the Tableau license Access to Tableau Desktop, Access to Tableau Server for Access to Tableau Server for
purchased and assigned Prep Builder and Server viewing and web authoring interacting with content

Server Administrator Explorer (can publish) Viewer

Highest role for Tableau Server, which Access to author and save new content Access to view published content,
can configure settings on all sites with existing data connections and view subscribe to content, or export
published content
Site Roles
Roles assigned at the Server-level
which dictate user permissions Site Administrator Explorer
Unrestricted access to content at the Access to author (but not publish or save)
Site-level (highest role for Online) ad-hoc content, and view published
content

Creator
Access to connect to new data
sources and create & publish content

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 Permissions

Tableau Server permission rules determine capabilities based on user roles, and can be applied
at various levels (Projects, Workbooks, Data Sources, etc.)

Group/User
Capabilities assigned to
individuals or groups

Effective Permissions
Final permissions based on site &
group/user capability settings

Capabilities
Content capabilities can be applied as a general role or customized individually

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 Permissions Example

Tableau Server permissions specify content capabilities for server users within their roles

Chris D. Enrique T.
License Role - Creator License Role - Viewer
Site Role – Creator Site Role – Viewer

Projects Groups Members Permissions

Ops Sandbox Ops Developers

[Creator]

Ops Data Sources

Ops Read Only
[Viewer]
Ops Dashboards

HR Read Only
HR Dashboards [Viewer]

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 Publish a Workbook

Publish workbooks to Tableau Server to grant access to dashboards and enable automated refresh

1 Sign-In to Tableau Server 2 Publish Workbook

Project
Select the project where your workbook will be located

Name
Name your workbook

Description
Give a brief description of your workbook

Tags
Make the workbook searchable using tags

Permissions
Set permissions for workbook on server

Data Sources
Set authentication method and extract schedules

NOTE: Server needs access to workbook data sources in

order for refreshes and live connections to update properly

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 Publish a Data Source

Publish data sources to grant user access and enable automated refresh and sharing

1 Sign-In to Tableau Server 2 Publish Data Source

Project
Select the project where your data is located

Name
Name your data source

Description
Give a brief description of your data source

Tags
Make the data source searchable using tags

Permissions
Set permissions for data source on server

Refresh Schedule
Set data source extract schedules

Authentication
Set credentials for data source authentication

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 Schedule Data Extract Refreshes

You can schedule data extracts when publishing from Tableau Desktop, or by navigating to the
Extract Refreshes menu on Tableau Server

Refresh Type
Full or incremental refresh

Full Refresh
Refreshes all data every time

Incremental Refresh
Refreshes only new data based on a specified field

Refresh Frequency
Timing when the extract will run

Repeats
Repeat on an hourly, daily, weekly or monthly basis

Every
Cadence to run based on frequency

At / On
Set a specific time and day of the week or month

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 Schedule Prep Workflow Refreshes

You can schedule Tableau Prep workflows when publishing from Prep, or by navigating to the
Scheduled Tasks menu on Tableau Server

Schedule
Select cadence for the workflow to run

Automatically include all output

The flow will run all outputs contained within

Select the output steps to include

The flow will run only certain output steps

Refresh Type
Full or incremental refresh

Full Refresh
Refreshes all data every time

Incremental Refresh
Refreshes only new data based on a specified field

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*Copyright Maven Analytics, LLC
 Basic Interactions

Tableau Server users interact with content by filtering, highlighting, and using toolbar actions

Undo Redo Replay Revert Refresh Pause Data Details

Reverse an action on Take back a Replay an action on Bring dashboard back Clear any cached Pause any data View info on data,
the dashboard reversed action the dashboard to default view data / view updates temporarily owner, usage, etc.

Full Screen
View dashboard in full
screen mode
Filtering
Filter dashboard data points

Actions & Highlighting

Perform actions and highlight visuals

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 Create Custom Views

Users can create custom views on Server from the View menu, to be shared or used privately

Name this view

Choose a name for your custom view

Make it my default
This custom view will always open first when accessed

Make visible to others

Custom view is listed and can be accessed by others

Save
Commit your changes to be saved as a custom view

My Views
List of your custom views of this dashboard

Other Views
Other public custom views of this dashboard

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 Create Alerts

Users can create data-driven alerts on Tableau Server from the Alerts menu once a visualization
with an axis has been selected
Alert Menu
To begin, select the Alert menu to open the Alert Dialog

Condition
Logical operator used to
configure the alert

Threshold
Value which determines when
an alert is triggered Create
Once an axis has been
Subject selected, click Create
from the axis menu
Name of your alert

When true, send alert

Frequency for alert delivery

Recipients
Users who will receive alerts

Select an Axis
You must select an axis as a reference point to create new alerts

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 Create Metrics

Users can create metrics on Server from the Metrics menu and share them with other users

Preview
Sample view of what your metric will look like

Name
Name of your custom metric

Description
Optional description of what your metric represents

Comparison Type
Compare against a historical time period or constant value

Measure
Choose a measure to use from the selected sheet/mark

Date Dimension
Selected date dimension (for views with dates only)

Project
Destination project for the metric

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 Create Subscriptions

Users can create subscriptions on Server from the Subscriptions menu, delivered via email

Subscribe Users
List who will receive the subscriptions

Include
Components to include (this view, entire workbook)

Format
Choose image, PDF, or image + PDF

Subject
Subject line of the subscription email

Message (Optional)
Text added to the body of the email

Frequency
Subscription run type (schedule or upon refresh)

Schedule
Specific schedule for the subscription to run

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 Export Content

Content can be exported from dashboards on Tableau Server using several methods, which
can be controlled from the Download menu in the toolbar

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 Share & Comment

Users can share and comment on dashboard content within Tableau Server

Add a comment
Select “comments” and type
comment message to compose

Image Embedding
Select the image icon to include
image of current view

Notify Someone
Call out a user with the @ symbol
in your text to notify them

Share View
Select “share” and enter
usernames to share views
through Tableau Server
NOTE: Users can also use
the link provided or copy
the embed code

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 Web Authoring

Users can web author content on Server with Creator or Explorer (can publish) site roles

Connect to Data Create Workbooks Edit Views

Connect to published data Create & save workbooks Edit content and save
sources to create analyses from published connections changes or create a copy

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 Connect to Data

Web authors can connect to published data sources or create new sources directly on Server

1 New Source 2 Connection Type 3 Create Data Model

Connecting to new data sources using web authoring requires a creator license role and an creator site role, while connecting to a published data
source while web authoring only requires an explorer license role and either an explorer or explorer (can publish) site role

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 Create New Workbook

Users can create new workbooks using existing published data sources or new data sources

Existing Data Source New or Existing Data Source

Create a new workbook directly from a Create a new workbook then choose a data source
published data source (either new or existing)

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 Authoring a View

Users can author views and publish them to projects or personal space on Tableau Server
Quick Access Toolbar Access basic features (save, new data source, new sheet, etc.)

Publish As
Publish over existing
workbooks or as new

Pages Shelf
Displays data in a linear time-progression
Dimensions (controlled by the end user)
Show Me
Qualitative/descriptive fields Auto-generated visual
(i.e. City, Category, Date) Filters Shelf ideas and templates
Allows users to filter data by specific fields based on selected fields

Measures Marks Card

Numerical fields that can Options for customizing visuals (color, size,
be aggregated (Sales, labels, level of detail, tooltips, etc.) View / Canvas
Units, Profit, etc.)
Visual representation of the fields
in the Rows & Columns shelves

Lower Toolbar Access the current data source and existing sheets/dashboards, or add new sheets, dashboards, or stories

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 Edit Views

Users can edit views on Tableau Server to update or copy existing dashboards

1 Select Edit 2 Edit & Publish Modified Views

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 Personal Space

Personal Space provides a secure and private location to publish content on Tableau Server

Move
Move content into Personal Space

Create Workbook
Create a new workbook directly in Personal Space

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