Update tableau.md

website/docs/docs/use-dbt-semantic-layer/tableau.md

@@ -12,41 +12,50 @@ The Tableau integration with the dbt Semantic Layer is a [beta feature](/docs/db
 
 The Tableau integration allows you to use worksheets to query the Semantic Layer directly and produce your dashboards with trusted data.  
 
-This integration provides a live connection to the dbt Semantic Layer through Tableau Desktop.
+This integration provides a live connection to the dbt Semantic Layer through Tableau Desktop or Tableau Server. 
 
 ## Prerequisites
 
 - You have [configured the dbt Semantic Layer](/docs/use-dbt-semantic-layer/setup-sl) and are using dbt v1.6 or higher.
-- You must have [Tableau Desktop](https://www.tableau.com/en-gb/products/desktop) installed with version 2021.1 or greater
-   - Note that Tableau Online does not currently support custom connectors natively.
-- Log in to Tableau Desktop using either your license or the login details you use for Tableau Server or Tableau Online.
+- You must have [Tableau Desktop](https://www.tableau.com/en-gb/products/desktop) version 2021.1 and greater or Tableau Server.
+  - Note that Tableau Online does not currently support custom connectors natively. If you use Tableau Online, you will only be able to access the connector in Tableau Desktop.
+- Log in to Tableau Desktop (with Online or Server credentials) or a license to Tableau Server
 - You need your dbt Cloud host, [Environment ID](/docs/use-dbt-semantic-layer/setup-sl#set-up-dbt-semantic-layer) and [service token](/docs/dbt-cloud-apis/service-tokens) to log in. This account should be set up with the dbt Semantic Layer.
 - You must have a dbt Cloud Team or Enterprise [account](https://www.getdbt.com/pricing) and multi-tenant [deployment](/docs/cloud/about-cloud/regions-ip-addresses). (Single-Tenant coming soon)
 
 
-## Installing
+## Installing the Connector
 
 1. Download the GitHub [connector file](https://github.com/dbt-labs/semantic-layer-tableau-connector/releases/download/v1.0.2/dbt_semantic_layer.taco) locally and add it to your default folder:
-   - Windows: `C:\Users\\[Windows User]\Documents\My Tableau Repository\Connectors`
-   - Mac: `/Users/[user]/Documents/My Tableau Repository/Connectors`
-   - Linux: `/opt/tableau/connectors`
+
+| Operating system |Tableau Desktop | Tableau Server |
+| ---------------- | -------------- | -------------- |
+| Windows | `C:\Users\\[Windows User]\Documents\My Tableau Repository\Connectors` | `C:\Program Files\Tableau\Connectors` |
+| Mac | `/Users/[user]/Documents/My Tableau Repository/Connectors` | Not applicable |
+| Linux | `/opt/tableau/connectors` | `/opt/tableau/connectors` |
+
 2. Install the [JDBC driver](/docs/dbt-cloud-apis/sl-jdbc) to the folder based on your operating system:
    - Windows: `C:\Program Files\Tableau\Drivers`
    - Mac: `~/Library/Tableau/Drivers`
    - Linux: ` /opt/tableau/tableau_driver/jdbc`
-3. Open Tableau Desktop and find the **dbt Semantic Layer by dbt Labs** connector on the left-hand side.
-4. Connect with your Host, Environment ID, and service token information that's provided to you in your dbt Cloud Semantic Layer configuration.
+3. Open Tableau Desktop or Tableau Server and find the **dbt Semantic Layer by dbt Labs** connector on the left-hand side. You may need to restart these applications for the connector to be available.
+4. Connect with your Host, Environment ID, and Service Token information dbt Cloud provides during [Semantic Layer configuration](/docs/use-dbt-semantic-layer/setup-sl#:~:text=After%20saving%20it%2C%20you%27ll%20be%20provided%20with%20the%20connection%20information%20that%20allows%20you%20to%20connect%20to%20downstream%20tools). 
+   - In Tableau Server, the authentication screen may show "User" & "Password" instead, in which case the User is the Environment ID and the password is the Service Token.
 
 
 ## Using the integration
 
-Once you authenticate, the system will direct you to the data source page with all the metrics and dimensions configured in your Semantic Layer. 
-
-- From there, go directly to a worksheet in the bottom left-hand corner.
-- Then, you'll find all the metrics and dimensions that are available to query on the left-hand side of your window.
+1. **Authentication** — Once you authenticate, the system will direct you to the data source page with all the metrics and dimensions configured in your dbt Semantic Layer. 
+2. **Access worksheet** — From there, go directly to a worksheet in the bottom left-hand corner.
+3. **Access metrics and dimensions** — Then, you'll find all the metrics and dimensions that are available to query on the left side of your window.
 
 Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm) to learn more about how to use Tableau worksheets and dashboards.
 
+### Publish from Tableau Desktop to Tableau Server
+
+- **From Desktop to Server** — Like any Tableau workflow, you can publish your workbook from Tableau Desktop to Tableau Server. For step-by-step instructions, visit Tableau's [publishing guide](https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm).
+
+
 ## Things to note
 
 - All metrics use the "SUM" aggregation type, and this can't be altered. The dbt Semantic Layer controls the aggregation type and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" (even though "SUM" is Tableau's default).
@@ -64,9 +73,9 @@ The following Tableau features aren't supported at this time, however, the dbt S
 - Updating the data source page
 - Using "Extract" mode to view your data
 - Unioning Tables
-- Writing Custom SQL
+- Writing Custom SQL / Initial SQL
 - Table Extensions
-- Cross Database Joins
+- Cross-Database Joins
 - All functions in Analysis --> Create Calculated Field
 - Filtering on a Date Part time dimension for a Cumulative metric type
 - Changing your date dimension to use "Week Number"