The Basics of Tableau Server

Tableau Server is a powerful and versatile platform that empowers organizations to leverage the full potential of their data through interactive and insightful visualizations. The server provides a scalable server-based analytics solution that lets you create, publish, and share analytic applications, schedule and automate workflow jobs, create, manage, and share data connections, and control data access.

Tableau Server plays a pivotal role in this transformation by providing a centralized hub for creating, sharing, and collaborating on data visualizations and dashboards. Whether you're a business analyst, data scientist, executive, or IT administrator, Tableau Server offers tools and features tailored to meet your needs.

One of the core strengths of Tableau Server is its emphasis on collaboration. With Tableau Server, you can publish your visualizations and dashboards to a secure web-based platform, making them accessible to authorized users across your organization. This means that decision-makers and stakeholders can access the most up-to-date information anytime, anywhere, fostering better communication and more informed choices.

Security

This is a top priority in the digital age, and Tableau Server takes this seriously. You have full control over who can access your data and visualizations, ensuring that sensitive information remains in the right hands. Role-based permissions, encryption, and authentication mechanisms are just some of the ways Tableau Server safeguards your data.


Scalability

This is another hallmark of Tableau Server. As your organization grows and data volumes increase, the platform can easily adapt to meet the demands of larger user bases and more complex datasets.

Let’s take a look at a few of the settings for the Tableau Server:


Users

This option allows Tableau administrators to manage users by adding, removing, changing roles, or assigning them to a group.

Groups

This option allows Tableau administrators to create groups of people that the same permissions would apply to. This would reduce the amount of times an administrator would change the permissions to each individual and save some time.


Schedules

This option allows Tableau administrators to create a schedule of how often a certain action should occur throughout a chosen time period. For example, if you want to refresh the extract of a data set every day at a certain time, you can set a schedule to do exactly that and it will refresh it at your chosen time.


Jobs

This option allows Tableau administrators to see what kind of actions were executed, whether it was a refresh or a flow. Here you will also be able to see if there were any errors in executing those actions.

Tasks

This option allows users to indicate actions to be taken and see when they are set to occur. This can range from extract refreshes to flows or alerts (where you want to be notified when a refresh happens or just in general).

Sites

In Tableau, a site is a collection of Tableau administrators, groups, and content (workbooks, data sources) that are walled off from any other groups and content on the same instance of Tableau Server.

Site Status

This allows Tableau administrators to check the analysis of what was done on the site, when, and by whom. This is useful if you want to track what a certain person or group has done.

Settings

This option allows the Tableau administrator, to customize a site for an organization using the settings. The settings available to the administrator depend on the site configuration and whether Tableau Cloud or Tableau Server is being used.

If your organization is looking for a platform to collaborate on data analysis and visualization projects, Tableau Server may be worth taking a look at. Explore the options Tableau Server provides here.

Author:
Michael Bellamy
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