How to Set Up a Tableau Site | Tableau Online, Cloud and Server Explained

🚀 Mastering Tableau Online – Complete Beginner Walkthrough
🔗 Learn more: https://jellyman-education.thinkific.com/courses/tableau-online

If you're new to Tableau Online (aka Tableau Cloud) or trying to figure out how to get started, this video is for you. I walk you through everything from purchase to publishing your first dashboard.

📊 In this video, you'll learn:
✅ How to purchase Tableau Online and what happens next
✅ Key differences between Tableau Online vs Tableau Server
✅ What is the Tableau Cloud Site Manager
✅ A full interface walkthrough and how to navigate it
✅ How to add/remove users and manage access
✅ Step-by-step: Publishing your first dashboard
✅ Setting up folders and governance for better file management
✅ Understanding the release cycle and best practices - Bronze, Silver & Gold standards for data and dashboards

Chapters
00:15 Jellyman Education for more In-Depth Training
01:07 Licensing and Pricing
06:05 Tableau Cloud Manager for Site Creation
08:38 Region (Server) Selection
09:50 Tableau Online vs Cloud vs Server - What's the Difference?
13:20 How to Log into your Tableau Online Site?
15:46 Welcome to Tableau Online - Site Tour
16:21 How Tableau Online works as a Modern BI Tool vs Excel
17:33 Tableau Online Tour
19:40 Collaboration Tools
20:20 Subscriptions
21:10 Comments and Image Tagging
23:43 Governance and Traceability Capabilities
25:29 Adding Users and Buying Licenses
27:57 Individual Permissions
28:48 User Groups and Permissions
29:40 Publishing a Dashboard for the First Time
34:17 Updating Dashboards with New Visualizations
36:05 Refreshing Underlying Data
37:30 Folder Setup, Governance and Release Cycles
44:10 END. Visit Jellyman-Education.thinkific.com for more In-Depth training

This is part of my Tableau Online Mini-Course, available on YouTube and expanded on my website.📚 Explore Free Courses & eBooks at:
👉 https://jellyman-education.thinkific.com/

Welcome to Jellyman Education – Where Real-World Learning Begins
I’m Jed, and I built this channel to help you gain practical skills that change lives — whether you’re trying to land a job, start a side hustle, level up your data game, or finally take control of your finances.

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🎥 Free Courses You Can Start Today

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🔹 Super Accelerated 1 Hour Quick Start SQL for Data Analysts
https://jellyman-education.thinkific.com/courses/accelerated-sql-for-data-analysts

🔹 Getting Started with Tableau
https://jellyman-education.thinkific.com/courses/getting-started-with-tableau

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📖 Free eBooks to Boost Your Journey

Beyond the Degree – Job Guide for Computer Science Grads
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The Resume That Gets the Call – Resume Tips for Beginners
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Tableau Visualization Design – 5 Mistakes That Kill Dashboards
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Start Sustainable – Become a YouTuber Without Burning Out
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Start Ugly – The Entrepreneur’s First Step
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Tableau Environment Explained: Desktop, Prep, Cloud
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How to Get a Job in Data Analytics – Even Without a Degree
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Видео How to Set Up a Tableau Site | Tableau Online, Cloud and Server Explained канала Jellyman Education