Teaching Tableau Server - Part One

Welcome to the first in a new series of articles in which I’m going to share my experience of training @cloudstream_wa and @cloudstream_al on Tableau Server.  The aim to is get both of the to pass the Tableau Server 9 Qualified Associate exam (they are currently both Tableau Desktop 9 Qualified Associates).

I’ve been a user of Tableau Server since 2012 having previously deployed and managed it for Virgin Care for three years.  I’m now working with Just Eat to manage their global deployment of Tableau Server.


The Curriculum

The Tableau Server Exam Preparation Guide (http://mkt.tableau.com/files/Server-9-QA-Prep-Guide.pdf) splits the skills measured into five areas:

  1. Preparation
  2.  Install & Configure
  3. Administration
  4. Troubleshooting
  5. Migration & Upgrade

I’ll be sticking roughly to this format with Waseem and Andrew


Session One

In the first session with Waseem and Andrew we went through the very first steps of installing Tableau Server – namely understanding the hardware and software specifications required for installation.

            I knew this was going to be a tricky session, primarily because it was all about learning numbers off by heart.  There are a few different styles of learning, and I knew that Waseem in particular is a “learn by doing” person rather than a “learning numbers off by heart “person.  So, presenting lots of system requirements and getting the guys to learn it would be a challenge – but sadly a required element as this was exactly the type of question that comes up in the exam.


So, here’s a summary of the information we went through:

What’s next

So, the trainees now have to learn the minimum specifications as they’re going to be randomly tested over the next week or so!  After that a further session on Tableau Server installation pre-requisites such as ensuring we have the administrative account details and configuring IIS.

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