Whitepaper

Best Practices for Tableau Online

Author
Marshall Daly, Cloud Data Evangelist, Tableau Software

You've successfully published a workbook to Tableau Online. You've added users to your site. Perhaps your teammates are starting to share their own dashboards and collaborate with shared data sources. It's time to take your skills to the next level.

As an administrator, you can manage and govern both the content on your site as well as the users who share and collaborate with it. This guide gives you five best practices to create a trusted self-service environment for everyone in your organization.

  1. Be secure
  2. Organize content
  3. Set permissions
  4. Keep data fresh
  5. Create subscriptions

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About The Author

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Marshall Daly

Cloud Data Evangelist, Tableau Software