Your role in data

As a Site Administrator, you manage, monitor, and maintain sites on Tableau Server or Tableau Online. You are responsible for:

Creating and managing site users and groups.

Creating projects to organize site content.

Assigning content permissions to users and groups.

Monitoring site metrics such as content usage, success of extract refresh tasks, and user activity.

Troubleshooting user issues with a site.

Curriculum

This learning path includes:

 

Getting Started with Tableau Server

FREE

Topics Covered: Tableau Basics

Learn the foundational skills you need to begin your Tableau Server journey. This course covers core data literacy concepts and provides guidance for navigating and managing content on Tableau Server, empowering you to learn Tableau quickly and effectively.

 


 

Tableau Server and Tableau Online Basics

Topics Covered: Governance, End User Experience

Become an ace at working with published content on Tableau Server or Tableau Online. Learn about the Tableau content hierarchy and how to use each content page. Find out the various types of content interactions available to you. Get familiar with content governance and how it impacts you. 

 


 

Introduction to Site Administration

Topics Covered: Governance, Security

Embrace being a site administrator. Learn how the role of the site administrator is vitally important to your organization's success with Tableau Server and Tableau Online. Get to know the site administrator pages, both what they do and how to use them. 

 


 

Site Management

Topics Covered: Governance, Security

Take control of your site by learning the key concepts needed for effective site management. Gain an understanding of how to manage users. Understand how permissions work in Tableau Server and Tableau Online. Ultimately, learn how users, groups, projects, and permissions combine to create a governed workflow.

 


 

Site Monitoring & Maintenance

Topics Covered: Monitoring & Auditing

Get a handle on site monitoring and maintenance. Learn how to manage extract refreshes, schedules, and alerts. Get familiar with how to audit your site for content usage and user adoption. Find out how to monitor the performance of your site’s content.

 


 

Content Ownership

Topics Covered: Governance, Monitoring & Auditing, End User Experience

Start down the road of responsible content ownership. Find out how, by being a responsible workbook or data source owner, you help others get the most out of your content. Understand how to publish content based on your organization’s governance model. Then, ensure your content’s ongoing success through auditing, monitoring, and maintenance.

 


 

Assessment: Manage and Maintain Tableau Sites

You’ve got the right data skills for your role – now it’s time to show them off. Pass this Skills Assessment and earn a Skill Badge.

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