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1. #TABLEAU DESKTOP VS TABLEAU SERVER HOW TO#
2. #TABLEAU DESKTOP VS TABLEAU SERVER FULL#
3. #TABLEAU DESKTOP VS TABLEAU SERVER PC#
4. #TABLEAU DESKTOP VS TABLEAU SERVER FREE#

It's this maturity that makes it one of our three Editors' Choice winners for the category. Tableau Desktop was one of the early players in the self-service business intelligence (BI) space.

#TABLEAU DESKTOP VS TABLEAU SERVER FULL#

#TABLEAU DESKTOP VS TABLEAU SERVER HOW TO#

How to Set Up Two-Factor Authentication.

#TABLEAU DESKTOP VS TABLEAU SERVER PC#

#TABLEAU DESKTOP VS TABLEAU SERVER FREE#

This will help us to ensure every user has the correct access increasing the security and maintainability of our Tableau Server. In conclusion, this dashboard is a useful solution to keep all the permissions under control in one single view. Furthermore, this information can be shared by publishing the workbook in Tableau Server or by using the export option. We have set a live connection, so all the data is always updated, keeping the permissions under control in one single view. We can see for every element in the dashboard, who has access (blue shape) and who has not (red cross). To summarize, after customizing it with our logo and our colours, this is how the permissions dashboard looks like: The value is shown in the tool-tip and also next to the blue shape. The filters will be defined according to our dimensions: Site, Project, Workbook and User.Īs the granularity of our dashboard is view, therefore the Number of records metric will show us the total views of each user at any level of the hierarchy. This hierarchy will allow us to have the access summarized at site level and also detailed at View level without navigations. Place the hierarchy in the columns shelf and the User in Rows shelf as follows: Find below a few tips that will improve the usability.ģ.1 Manually: Adding an option to the mappingĬreate a hierarchy that will allow us to drill down from site level to view level:įigure 3: Site-Project-Workbook-View Hierarchy Once we have the Data Source set, building the dashboard is straight forward.

WHERE users.system_user_id = system_users.idĪnd users.licensing_role_id = licensing_roles.idĪnd group_oup_id = groups.id) uigįigure 2: ER Diagram of the involved tables I recommend you to use a Custom SQL statement as follows:įROM system_users, users, licensing_roles, domains, group_users, groups In order to get permissions information, we will need to query the following tables: ➜ Enable external access to “Tableau” and “readonly” users: Ģ. Connecting the Tableau Desktop to Tableau Server DatabaseĪs the Tableau Server is a PostgreSQL database, you will need to set a new PostgreSQL connection.Ĭlick here to find out how to connect to the Tableau Server Database! In order to understand our solution, we recommend you to check what the PostgreSQL Tableau Server database offers: user actions, permissions, logins, performance, etc). Understanding the Tableau Server databaseīy connecting to PostgreSQL Tableau Server database, we will be able to get to all the necessary information to monitor the Tableau Server (i.e. As all Tableau dashboards, it can also be exported to different formats.ġ. Our solution consists in a Permissions Dashboard that will allow us to have all the Tableau permissions organized by Site, Project, View and User.

This work can become tedious, especially when the number of workbooks and users grows. Only the administrator knows this information and he will need to go element by element checking the Tableau Server permissions.įigure 1: Current Tableau Server Permissions viewįurthermore, this information cannot be exported to any format, so in case we want to create a report, we will have to copy all the names manually. Our customers are usually interested in knowing who has access to the different elements (sites, workbooks, views…) in the Tableau Server.