TableauBlueprint - Tableau Software

[Pages:283]Tableau Blueprint

Version Current; Last Updated 12/16/2021 Copyright ? 2022 Tableau Software?. Legal & Privacy

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Contents

What's New in Tableau Blueprint

1

November 2020

1

Content Management

1

Skills by License Type

1

October 2020

1

Tableau Online

1

September 2020

2

Tableau Online

2

August 2020

2

Tableau Online

2

June 2020

2

Tableau Champion Development

2

Tableau Online

2

May 2020

3

Tableau Blueprint Planner

3

Tableau Online

3

Tableau Upgrades

3

Relationships

3

Tableau Add-ons

4

Data Science Integration

4

Tableau Learning and Community Guide

4

April 2020

4

Using Tableau Blueprint

4

Tableau Project Planning

4

Tableau Software

Version: Current

1

Tableau Mobile Using Tableau Blueprint

Organizations Teams Individuals Tableau Blueprint Overview Core Capabilities of Data-Driven Organizations

Agility Proficiency Community Governed and Trusted Data A Repeatable Process for Tableau Blueprint Step 1: Discover Step 2: Govern Step 3: Deploy Step 4: Evolve Analytics Strategy Discovery Process Tableau Roles and Responsibilities Tableau Enterprise Architecture Survey Tableau Server Tableau Online Tableau CRM Tableau Data and Analytics Survey Tableau CRM Predictions Survey Tableau Use Cases and Data Sources

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Version: Current

Tableau Blueprint Help

5 6 6 7 8 9 10 11 12 13 14 15 15 16 16 16 17 17 18 18 18 21 22 24 25 27

Tableau Software

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Use Cases

27

Ideas for Initial Use Cases

28

Tableau Data and Content Governance

29

Data Governance

30

Content Governance

32

Tableau Education Role Mapping

35

Current State Definition

35

Future State Definition

36

License Types

36

Education Role

36

Tableau Users

38

Tableau Community Planning

38

Tableau Upgrade Planning and Process Checklist

39

Software Upgrade Plan

40

Communication Plan

42

Education Plan

42

Support Plan

43

Tableau Project Planning

43

Planning Areas

43

Project Metrics

48

Executive KPIs

48

IT KPIs

48

Analytics KPIs:

48

Line-of-Business KPIs

49

Executive Advocacy and Project Team

51

Executive Sponsor Roles and Responsibilities

51

Tableau Software

Version: Current

3

Tableau Project Team Roles and Responsibilities IT/BI Professional Roles Tableau Administrator Roles Tableau Content Creator Roles

Tableau Content Consumer Roles Tableau Governance

Modern Analytics Workflow Governance in Tableau

Data Governance in Tableau Data Source Management Data Quality Enrichment & Preparation Data Security Metadata Management Monitoring & Management Data Governance Summary

Content Governance in Tableau Content Management Projects Sandbox and Certified Projects Collections Personal Sandbox Sites Authorization Content Validation Content Promotion

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Tableau Blueprint Help

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Tableau Software

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Content Certification Content Utilization Content Governance Summary Tableau Governance Models Centralized Delegated Self-Governing Tableau Deployment Tableau Platform Architecture Tableau Server Tableau Online Hardware Platform Hardware requirements Initial Sizing Scalability Server Environments High Availability Disaster Recovery Authentication and Authorization Identity Store Authentication Active Directory & OpenLDAP SAML Trusted Tickets Mutual SSL Authorization

Tableau Software

Version: Current

94 95 96 97 98 99 99 101 102 102 103 104 105 105 106 107 108 110 111 111 112 113 114 115 116 116

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Network Communication

117

Tableau Server

117

Tableau Online

118

Network Topologies

118

On-Premises with External VPN Access

118

On-Premises with Reverse Proxy

119

Public Cloud Deployment

119

Tableau Online Deployment

120

Data Strategy

120

Tableau's Hybrid Data Architecture

121

Live Connection

121

In-Memory Extract

122

Query Federation

122

Data Server

123

Certified Data Sources

123

Data Security

124

Move Tableau to the Cloud

125

Considerations for Migrating from Tableau Server to Tableau Online

126

Security and Authentication

126

Data Connectivity

127

Administrative Responsibilities

127

Tableau Licensing

127

Migration Process

128

Considerations for Migrating Tableau Server to a Public Cloud

128

Architecture

129

Networking

129

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Version: Current

Tableau Software

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