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Tableau Server Certified Associate Course Overview

Tableau Server Certified Associate Course Overview

The Tableau Server Certified Associate course is an intensive training program designed for individuals looking to develop their skills in managing and administering Tableau Server environments. This course is essential for those aiming for proficiency in Tableau admin training and Tableau server admin training.

Throughout the course, learners will gain a comprehensive understanding of Tableau Server's architecture, licensing, and deployment, starting with a foundational overview and moving into more advanced topics such as security measures, platform reporting, and user management. With a focus on practical lessons, the course teaches how to publish and secure data sources, manage user permissions, and handle content migrations through tools like TabMigrate.

By delving into the scheduling of tasks, monitoring server performance, and automating command line utilities, trainees will become proficient in maintaining a robust Tableau environment. The course also covers customization options for personalizing the server experience.

Upon completion, participants will be equipped with the knowledge to effectively manage Tableau Server, ensuring efficient, secure, and reliable data visualization operations within their organizations.

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Course Prerequisites

To ensure that participants are well-prepared and can successfully undertake the Tableau Server Certified Associate course, the following are the minimum prerequisites:


  • Basic understanding of data visualization concepts.
  • Familiarity with the core functionality of Tableau Desktop, such as creating charts, graphs, and dashboards.
  • Experience with using Tableau Desktop to connect to data sources and perform basic data analysis.
  • General knowledge of database concepts and experience working with data from various sources such as Excel, SQL, etc.
  • Basic knowledge of computer networks and server architecture to understand deployment aspects.
  • Familiarity with the Windows or Linux operating system, as relevant to the environment in which Tableau Server will be deployed.
  • Understanding of basic security principles related to user authentication and authorization.
  • Willingness to learn new technical skills and apply them in a server management context.

No advanced technical skills are required, and the course is designed to be accessible to those with foundational knowledge of Tableau and a general understanding of IT systems.


Target Audience for Tableau Server Certified Associate

The Tableau Server Certified Associate course is designed for IT professionals who aim to master Tableau Server's deployment, management, and scalability.


  • Data Analysts
  • Business Intelligence Professionals
  • System Administrators specializing in analytics platforms
  • IT Managers overseeing business intelligence tools
  • Data Architects who design and manage data visualizations
  • Database Administrators who support business intelligence applications
  • Data Scientists needing to understand deployment and administration of Tableau Server
  • Tableau Developers looking to deepen their knowledge of server management
  • Consultants providing services in business intelligence and data visualization
  • IT Professionals seeking to diversify their skills in data management and analytics
  • Network Administrators involved in BI tool deployment and maintenance
  • Security Professionals responsible for securing data visualization platforms
  • Technical Support Specialists for Tableau Server environments
  • Cloud Engineers focusing on analytics platforms in cloud infrastructure


Learning Objectives - What you will Learn in this Tableau Server Certified Associate?

Introduction to Course Learning Outcomes:

Gain comprehensive skills to manage, deploy, and maintain Tableau Server environments, ensuring secure, efficient, and effective data visualization and reporting within your organization.

Learning Objectives and Outcomes:

  • Understand the fundamentals and architecture of Tableau Server to effectively manage Tableau products and server licensing.
  • Plan and execute a robust Tableau Server deployment, including single and multi-node configurations, employing Tableau Services Manager (TSM) for optimal setup.
  • Implement best practices for security, including configuring row-level security and data-driven alerts, to safeguard sensitive data.
  • Utilize platform reporting features such as the JavaScript API for web hosting visualizations and understand the use of TabMigrate for content migration.
  • Manage user access and permissions, understand user roles, and utilize groups and version control to streamline content management.
  • Master the process of publishing, securing, and managing data sources and workbooks to facilitate collaboration and ensure data integrity.
  • Configure and troubleshoot schedules and tasks for data extract refreshes and subscriptions to maintain up-to-date information for users.
  • Monitor server status and health using built-in admin views, performance recording, and LogShark to ensure high availability and performance.
  • Automate routine tasks using the TSM command-line utility, enhancing the efficiency of server maintenance and operations.
  • Customize the Tableau Server according to organizational needs, ensuring a tailored and user-friendly environment for all server users.

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