Tableau Online tips and tricks

Master the details with how-tos from cloud experts.

Take your skills to the next level

Explore in-depth advice from Tableau Online experts on topics ranging from automated data updates to advanced user permissioning and data security. Stay tuned for more—new tips are published every few weeks.

Note: If you're new to Tableau Online, start with our 5-step guide.

Extracts, Live Connections, and Cloud Data

Learn about the differences between data extracts and live connections.

Keep Your Data Fresh

Manage connections and refresh schedules for cloud-hosted and on-premise data.

Configure Online's Sync Client

Master the sync client to ensure your on-premise data sources remain fresh.

Level Up Your Sharing Game

Engage your coworkers with new ways to share analytics.

Govern Your Site's Content with Ease

Create permissions for projects, groups, and individuals.

A Security Checklist for Publishing Data

Ensure you're securely publishing and sharing data in the cloud.

Configuring SAML to Authenticate with AD credentials

Set up your site to authenticate users with Active Directory Federation Services.

Try Tableau Online for free