Can I upgrade from Tableau Personal Desktop to the Tableau Server
The 'Server' is a separate product. You need to
create your dashboards in Tableau Desktop Professional rather
than the Tableau
Desktop Personal. The Dashboards you have created can be
accessed using the Professional tool. Using the Professional tool you publish your dashboards and
sheets to the Server, which your clients would access using Internet Explorer or Mozilla
FireFox instead of using the Tableau Reader. Note Tableau Server
is software not hardware as the name Server suggests.
The Server starts with 10 Interactor Users
where the Users can use the filters. There is an additional Viewer User as an option - they
can only read and not interact ( change the filters) with the dashboard.
These are Named Users not Concurrent Users. Each User can only see the Dashboards
he or she is permitted to see.
If I move to the server level is it true
that my clients/colleagues would no longer have a need for the Tableau Reader?
Yes see above - they would need an Interactor
User to access the server.
Can the dashboards that we have already
created be used after upgrading to server?
Yes but they might need some layout alteration
to fit the web browser screen but they can be published to Tableau Server using Tableau Desktop
Are there other advantages of
The dashboards can be instantly updated if you
are using a database to keep the base data. As the data is updated in the database your dashboards
will reflect these changes. If you are doing a lot of pre manipulation of the spreadsheets and so I
do not think this will be an advantage yet. May be in the future you could capture the data
directly into a database?
Also it is more convenient for your clients -
they can access their dashboards from anywhere where they have internet access and there no need to
install the Reader,
Can you explain briefly how my different
clients/colleagues would access their dashboards after a change to Tableau
They would use a Browser - e.g. Internet Explorer or Mozilla
Is there a way that I can view a
dashboard that is presented through Tableau Server and as well show that example to potential
clients/colleagues and allow them to experience?
Yes we would be pleased to arrange for a sample
dashboard to be published to our Tableau Server.
Alternatively there is a 14 day Trial of Tableau
Server available - so that you can try it within your organisation, please contact us
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