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Tableau Blueprint (blueprint)
- User provisioning and group synchronisation: Blueprint guidance on provisioning users and synchronizing Active Directory groups in Tableau.
- Monitoring roles and responsibilities: Blueprint guidance on assigning monitoring roles and responsibilities across the Tableau project team.
- Administrative views for monitoring: Blueprint guidance on monitoring Tableau with default and custom administrative views and Accelerators.
- Analytics best practices in Tableau: Blueprint best practices with guidelines for discovering, interpreting, and presenting data.
- Analytics vision: Blueprint guidance on defining an analytics vision that ties Tableau investment to business results.
- Authentication and authorisation: Blueprint overview of Tableau authentication, identity store, and authorization for enterprise security.
- Backup and restore: Blueprint guidance on performing daily Tableau Server backups to ensure reliable recovery.
- Internal Tableau Blog and newsletter: Blueprint guidance on publishing an internal analytics blog and newsletter to drive adoption.
- Built-in alerts: Blueprint overview of built-in Tableau Server and Cloud alerts for process and service health.
- Business value: Blueprint guidance on defining business goals, objectives, and success metrics for analytics.
- Capacity Planning: Blueprint guidance on capacity planning to sustain Tableau Server performance as workloads grow.
- Tableau champion development: Blueprint guidance on designing, running, and rewarding a Tableau data champions program.
- Tableau Desktop and Tableau Prep Builder deployment: Blueprint guidance on deploying Tableau Desktop and Prep Builder to Creator-licensed users.
- Tableau communications: Blueprint guidance on establishing internal communications and enablement resources to scale adoption.
- Tableau community engagement: Blueprint guidance on building an internal Tableau user community to generate enthusiasm.
- Tableau community planning: Blueprint guidance on planning communications, engagement, and support to nurture analytics use.
- Compliance: Blueprint guidance on defining and auditing compliance with internal policies and external regulations.
- Tableau content consumer roles: Blueprint overview of Tableau content consumer roles: Creators, Explorers, and Viewers.
- Content size and performance: Blueprint guidance on managing workbook and data source size to protect Tableau performance.
- Core capabilities of data-driven organisations: Blueprint overview of the core capabilities of data-driven organizations: agility, proficiency, community.
- The cycle of visual analysis: Blueprint explanation of the cycle of visual analysis from questions to data to sharing insights.
- Tableau data and analytics survey: Blueprint survey that identifies key data sources, distribution, and analytical skills for leaders.
- Tableau data and content governance: Blueprint guidance on defining centralized, delegated, and self-governing data and content models.
- Data literacy: Blueprint guidance on building data literacy so people can read, work with, and communicate with data.
- Data strategy: Blueprint guidance on aligning Tableau with your data strategy, hybrid architecture, and data security.
- Database Maintenance: Blueprint guidance on Tableau Server database maintenance to free disk space by clearing old files.
- Tableau deployment: Blueprint overview of planning a Tableau deployment to solve business problems at any scale.
- Analytics strategy: Blueprint guidance on the analytics strategy discovery process for defining a deployment vision.
- Tableau discussion forums and chat: Blueprint guidance on building internal discussion forums and chat as a real-time knowledge base.
- Tableau education: Blueprint guidance on ensuring Tableau education so users realize the full potential of analytics.
- Developing a Tableau education plan: Blueprint guidance on developing a Tableau education plan with learning paths and resources.
- Tableau enablement intranet: Blueprint guidance on building an enablement intranet to connect users as deployment scales.
- Tableau enterprise architecture survey: Blueprint survey to help IT identify platforms and applications that will connect to Tableau.
- Executive sponsor roles and responsibilities: Blueprint guidance on identifying executive sponsors who set the vision for modern analytics.
- Extensibility: Blueprint overview of Tableau extensibility APIs: REST, Hyper, WDC, JavaScript, Extensions, and TSM.
- Data science integration: Blueprint overview of integrating data science tools and external services with Tableau.
- External Tableau activities: Blueprint guidance on encouraging users to join external Tableau user groups, events, and competitions.
- External Tableau Community Forum: Blueprint guidance on using the external Tableau Community forums as a question-and-answer resource.
- Tableau governance: Blueprint guidance on Tableau governance, balancing self-service with controls, roles, and repeatable processes.
- Governed and trusted data: Blueprint explanation of how governance builds trust in data and analytics through controls and roles.
- Governance in Tableau: Blueprint overview of governance areas in Tableau: data source management, quality, security, and metadata.
- Tableau governance models: Blueprint comparison of centralized, delegated, and self-governing models to right-size Tableau governance.
- Hardware monitoring: Blueprint guidance on routinely monitoring the hardware underlying Tableau Server for capacity and reliability.
- Hardware platform: Blueprint hardware platform guidance covering requirements, sizing, scalability, HA, and disaster recovery.
- Internal Tableau activities: Blueprint guidance on running internal engagement activities like user groups, lunch and learns, and viz games.
- Tableau licence management: Blueprint guidance on managing role-based Tableau licenses, including LBLM and grant role on sign-in.
- Load testing: Blueprint guidance on load testing to understand Tableau Server capacity for your workload and usage.
- Tableau maintenance: Blueprint overview of regular maintenance activities that keep a Tableau deployment running smoothly.
- Measurement of Tableau user engagement and adoption: Blueprint guidance on measuring user engagement and adoption to keep content discoverable and relevant.
- Modern analytics workflow: Blueprint explanation of the Modern Analytics Workflow for asking, answering, and sharing data questions.
- Tableau Monitoring: Blueprint guidance on why monitoring is essential as Tableau becomes mission-critical for decisions.
- Resource Monitoring Tool incidents: Blueprint overview of the Resource Monitoring Tool for tracking Tableau Server health and incidents.
- Move Tableau to the cloud: Blueprint guidance on whether and how to migrate from Tableau Server to Tableau Cloud or a public cloud.
- Network communication: Blueprint guidance on Tableau Server network interfaces and configuring SSL to secure communication.
- Network topologies: Blueprint overview of common network topologies for how users access Tableau across locations.
- Organisational assets: Blueprint guidance on creating organizational assets like style guides and templates to spread best practices.
- Tableau education role mapping: Blueprint guidance on mapping current and future analytics roles to license types and education paths.
- Tableau Blueprint overview: Overview of Tableau Blueprint, a maturity framework for building a data-driven organization.
- Peer-to-peer assistance: Blueprint guidance on peer-to-peer assistance through mentoring, forums, and the Data Doctor program.
- CRM Analytics predictions survey: Blueprint survey to help line-of-business sponsors prioritize Einstein Discovery prediction use cases.
- Tableau project planning: Blueprint guidance on Tableau project planning, including planning areas and KPIs by stakeholder.
- Tableau project team roles and responsibilities: Blueprint overview of the cross-functional project team roles across IT, admins, and content creators.
- Resource management: Blueprint guidance on resource management through stale content, size, and load-time audits.
- Tableau roles and responsibilities: Blueprint guidance on identifying the cross-functional sponsor and project team members.
- Tableau platform architecture: Blueprint overview of the Tableau platform architecture for Tableau Server and Tableau Cloud.
- Tableau content utilisation: Blueprint guidance on interpreting content utilization beyond traffic to views for business decisions.
- Tableau Server process status: Blueprint reference for interpreting Tableau Server process statuses such as Active, Busy, and Passive.
- Skills by Tableau education role: Blueprint guidance on the skills each Tableau education role needs to enable a data culture.
- Skills by Tableau licence type: Blueprint guidance on the skills mapped to Creator, Explorer, and Viewer license types.
- A repeatable process for Tableau Blueprint: Blueprint's repeatable four-step process to become data-driven: Discover, Govern, Deploy, and Evolve.
- Tableau support processes: Blueprint guidance on establishing support processes so users can request help beyond self-service.
- Measurement roles and responsibilities: Blueprint guidance on assigning measurement and monitoring responsibilities to admin roles.
- Administrative views for measurement: Blueprint guidance on using default and custom administrative views to measure Tableau usage.
- Tableau Bridge deployment: Blueprint guidance on deploying Tableau Bridge to connect Tableau Cloud to private data, with management models.
- Tableau Mobile deployment: Blueprint guidance on deploying Tableau Mobile, including distribution, security, and offline access.
- Executive advocacy and project team: Blueprint guidance on building executive advocacy and a project team to drive data-driven change.
- Accountability and reward systems: Blueprint guidance on accountability and reward systems like badges, certification, and gamification.
- Troubleshooting: Blueprint guidance on troubleshooting Tableau Server using logs and opening support cases.
- Tableau upgrade planning and process checklist: Blueprint checklist for proactive Tableau upgrade planning across software, communication, and support.
- Upgrades: Blueprint guidance on planning and communicating Tableau upgrades and version compatibility.
- Tableau use cases and data sources: Blueprint guidance on identifying initial Tableau use cases and data sources with the Planner worksheet.
- Tableau user engagement: Blueprint guidance on measuring direct and indirect user engagement such as logins and subscriptions.
- Tableau Users: Blueprint guidance on listing individual users and tracking their roles in the Blueprint Planner.
- Using Tableau Blueprint: Blueprint guidance on applying the framework at organization, team, and individual levels.
- Visual Best Practices: Blueprint visual best practices for chart choice, layout, color, titles, and tooltips that drive action.
- Why visual analytics?: Blueprint explanation of why visual analytics accelerates exploration using pre-attentive attributes.
- Tableau Help