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