Tableau Server

Tableau Server

One of the greatest business intelligence (BI) toolkits on the market, Tableau satisfies all business requirements with clever tools and methods. It enables a business to transform unprocessed datasets into useful insights. Tableau is used by businesses to convert data, produce graphics, and share them as dashboards and reports for in-the-moment analysis. Different tools in Tableau are used to carry out particular tasks. Tableau Server is one such product that will be covered in this article.

Overview of Tableau Server

You can publish and maintain Tableau workbooks, data sources, reports, and dashboards developed using Tableau Desktop on the web platform known as Tableau Server. To build new work areas, publish dashboards and reports and share them with other users, you can use a web browser to access Tableau Server.

Each user can be granted permission when sharing content, preventing them from modifying, using various filters, and sharing it further. Live dashboards can be accessed via smartphones and tablets by users who design apps and add specific visualizations. And, you can work with other designers and administrators to develop very specific reports for a specific field.

Features of Tableau Server for IT projects

The following advantages are offered to companies implementing Tableau Server for their IT activities:

Scheduling: A project team’s, management’s, and employees’ performance are tracked using several key performance indicators (KPIs), which are used by almost every firm. Tableau Server offers live dashboard snapshots so that they can be used to view the progress as a graph.

Notifying: Tableau Server dashboards are used to keep an eye on a dataset’s crucial elements to boost performance and sales of specific items. You can configure Tableau Server to send you notifications for specific visuals when particular metrics are attained.

Customizing: By scripting the dashboard visualizations and developing statistical models, Tableau Server enables you to create application programming interfaces (APIs), modify, and experiment with the dashboards. Depending on the needs, you can modify the Tableau Server interface to make it more flexible.

Viewing: You can develop custom views and view how a product or service has performed over time using the Tableau Server interface. Other users or leaders can also take data from a worksheet that pertains to their departments using Tableau Server.

Processing: Tableau Server uses fewer processing resources than other BI applications to process complicated queries and data models. You can use tools like Ask Data to use Natural Language Processing to investigate data (NLP). By creating visuals, Tableau Server’s performance optimization engine lessens the load on graphics processing units.

With these features, Tableau Server outperforms other BI tools and has established itself as a top option in contemporary sectors.

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The Architecture of the Tableau Server

The five layers that make up the architecture of Tableau Server are as follows:

Tableau Data Server

The main part of Tableau Server, called the Data Server, enables users to connect to a variety of data sources, including online apps, Excel files, text files, SQL servers, and more. Users can build links between various data variables by using data servers to combine data from both on-premise and on-cloud servers.

Tableau Data Connectors

When moving data between two databases, data connectors serve as an interface. Users can perform analysis or change the data into the right format with the use of data connectors. Users can connect to any database, whether it contains live data or in-memory data, using Tableau Server’s built-in Open Database Connectivity (ODBC) and SQL connectors.

Real-time data connection: Using SQL statements and Multidimensional Expressions, the tableau Server may create a real-time connection with external data sources to execute queries (MDX). Businesses with databases that are periodically updated are unable to load the entire dataset each time they are making a display. As a result, Tableau Server enables front-end visualizations to connect to live data.

In-memory or extracted data: The Tableau data engine can retrieve thousands of rows per second from an external database, storing it locally as a Tableau extract file. Users of data connectors can display data without connecting to any internet data sources. The data engine in Tableau uses more resources as a result of this operation, including RAM, ROM, and cache.

Gateway: Requests from users are routed through a gateway to various Tableau Server components. After a user submits a request, it is sent to the load balancer, which serves as a distributor for different Tableau Server components. If a load balancer is not available, the gateway can potentially act as one.

All requests for a single-server arrangement can be handled by the gateway or primary server. In the case of numerous server configurations, a physical machine is employed as the main server or gateway.

Clients: Clients are computer programs, online services, and web browsers that let users submit requests, communicate with servers, and build visualizations. Web browsers, Tableau Desktop, and Tableau mobile applications are all examples of Tableau clients.

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Components of Tableau Server

Tableau Server is composed of three distinct parts:

Application Server: Administrators manage permissions and authorizations for mobile and web applications using the application server. On the server, administrators can establish a default timeout for each session and keep track of the duration of each session as well as the user id.

VizQL Server: The Visual Query Language (VizQL) Server enables users to see data queries. It extracts data from various sources and instantly transforms it into an image. To speed up loading, VizQL Server stores the created visualization in a cache.

Data Server: This data server is not to be confused with the one that was previously explained. This Data Server is a part of the server side and is used for data security, metadata management, driver requirements, data storage, and data connections. The data Server keeps the important information regarding datasets, which is needed to establish connections for lice.

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Tableau Desktop Vs Tableau Server

Let’s first have a thorough understanding of the concepts of Tableau Desktop and Tableau Server before delving deeply into the comparison of these two terms.

Tableau Desktop

Today’s enterprises generate data on an increasingly regular basis. This significant shift has also been made possible by the continued rise in the number of digital transactions. Because of this, businesses find that using standard methods to analyze vast amounts of data may not always yield the desired results. Tableau Desktop saves the day in this case. It is a tool for data visualization that is used in business intelligence to create graphs, charts, and other visual representations from a variety of datasets. You’ll notice that a sizable percentage of lectures in the best free tableau training for students courses are delivered using Tableau Desktop.

By revealing hidden business insights, it assists those who are making decisions by providing a live visual representation of an infinite amount of data.

Tableau Server

Experts can construct a large number of interactive dashboards and workbooks using Tableau Desktop. Users can share, publish, maintain, and administer the data in Tableau Desktop using the Tableau Server.

An administrator manages and restricts user access to the Tableau server to safeguard the company’s critical data. The Tableau Server administrator can provide and revoke access to projects, views, workbooks, and all other data sources.

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Key Differences Between Tableau Desktop and Tableau Server
Comparison FactorTableau DesktopTableau Server
Basic OperationTo create dashboards, workbooks, and stories linking to data sources, utilize Tableau Desktop. The source could be a server or a collection of files.The dashboards, spreadsheets, and stories accessible through Tableau Desktop were previously published through Tableau Server.
Work AccessAnyone can send their workbook to Tableau Desktop to publish and share the files locally. However, the receiver must have Tableau Reader or Tableau Desktop installed to access the file.In Tableau Server, the recipient can access the file if they have login credentials when someone shares it by uploading it to the server. Therefore, it is not necessary for them to install Tableau Server on their computer.
ControlIf you share your work locally on Tableau Desktop, you won’t be able to control who can make changes to the workbooks and how. One of the main issues with Tableau Desktop is that this will allow for the production of several copies of the same reports that are accessible from various locations.This problem doesn’t affect Tableau Server. This product is entirely under the authority of the Tableau admin. They can therefore approve every user. The administrator can grant unrestricted or full access. Admins can grant users access to view, modify, and make other changes. If you sign in to the server, you can change the current reports using the online tableau Desktop tools if you have the authorization to edit.


Installation of Tableau Server

Tableau Server installation is a simple process. There are several ways to install it on your computers, including automated installation, jump-start installation, air-gapped environment installation, cloud installation, and Tableau Online. However, we’ll explain how to set up Tableau Server on Windows here in this article.

Step 1: Select Tableau Server from the Products drop-down box after opening the Tableau website in your browser.

Installation Of Tableau Server

Step 2: Choose “Start a free trial”, then download the setup according to your needs. In this case, we’ll go with the On-premises version.

Start A Free Trial

Step 3: After providing your company email address, you may obtain the setup file.

Company Email Address

Step 4: Click the Next button after opening the setup file, choosing a place for the installed software files, or accepting the default.

Tableau Server 2021.1.2

Step 5: To activate the server, choose “Create New Tableau Server Installation” and tick the box next to Authorization-to-run (ATR).

Tableau Server 2021.1.2 2

Step 6: When the download is complete, click the Install button.

Tableau Server 2021.1.2 3

Step 7: Now, proceed with the registration process and finish the setup by entering the product key you were sent through email.

Start Tableau Server Trail

How to Share a Dashboard Between Tableau Server and Online

The procedures to publish a dashboard on Tableau Online and restart the Tableau Server are as follows:

Step 1: Open the dashboard that you wish to publish on the server by starting the Tableau desktop program.

Revenue Recoginization Overview

Step 2: If you’re just getting started with Tableau, you may get a sample report from the company’s website.

Sample Report

Step 3: As soon as you do, a dialogue box for publishing the workbook will display when you click the Share icon on the toolbar.

Share Icon On A Toolbar

Step 4: Click the Connect button after entering the server link or choosing Tableau Online. You can build a server link if you don’t already have one by selecting the Create Site option.

Connect Button

Step 5: You can either publish over an existing workbook or enter a new one’s name. Edit the authentication information, including the password, renew access, and other information.

Data Resource

Step 6: When finished, click the Publish button after entering the user information for the person you wish to share the workbooks with.


The Tableau server enables users to publish workbooks, share them with other users, and provide a centralized management interface. You can utilize Tableau Online and share the workbooks with other people even if your system does not fully satisfy the requirements.