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Tableau BlueprintVersion Current; Last Updated 6/10/2021Copyright 2020 Tableau Software . Legal & Privacy
Tableau Blueprint HelpContentsWhat’s New in Tableau Blueprint1November 20201Content Management1Skills by License Type1October 20201Tableau Online1September 20202Tableau Online2August 20202Tableau Online2June 20202Tableau Champion Development2Tableau Online2May 20203Tableau Blueprint Planner3Tableau Online3Tableau Upgrades3Relationships3Tableau Add-ons4Data Science Integration4Tableau Learning and Community Guide4April 20204Using Tableau Blueprint4Tableau Project Planning4Tableau SoftwareVersion: Current1
Tableau Blueprint HelpTableau Mobile5Using Tableau Blueprint6Organizations6Teams7Individuals8Tableau Blueprint Overview9Core Capabilities of Data-Driven rned and Trusted Data14A Repeatable Process for Tableau Blueprint15Step 1: Discover15Step 2: Govern16Step 3: Deploy16Step 4: Evolve16Analytics Strategy17Discovery Process17Tableau Roles and Responsibilities18Tableau Enterprise Architecture Survey18Tableau Server18Tableau Online21Tableau CRM22Tableau Data and Analytics Survey24Tableau Use Cases and Data Sources25Use Cases21026Version: CurrentTableau Software
Tableau Blueprint HelpIdeas for Initial Use Cases26Tableau Data and Content Governance28Data Governance28Content Governance31Tableau Education Role Mapping33Current State Definition34Future State Definition34License Types34Education Role35Tableau Users36Tableau Community Planning37Tableau Upgrade Planning and Process Checklist38Software Upgrade Plan39Communication Plan40Education Plan41Support Plan41Tableau Project Planning41Planning Areas42Project Metrics46Executive KPIs46IT KPIs47Analytics KPIs:47Line-of-Business KPIs47Executive Advocacy and Project Team49Executive Sponsor Roles and Responsibilities49Tableau Project Team Roles and Responsibilities52Tableau SoftwareVersion: Current3
Tableau Blueprint HelpIT/BI Professional Roles53Tableau Administrator Roles55Tableau Content Creator Roles56Tableau Content Consumer Roles57Tableau Governance59Modern Analytics Workflow60Governance in Tableau62Data Governance in Tableau63Data Source Management63Data Quality67Enrichment & Preparation68Data Security71Metadata Management72Monitoring & Management77Data Governance Summary78Content Governance in Tableau79Content Management479Projects79Sandbox and Certified Projects80Personal Sandbox82Sites83Authorization84Content Validation90Content Promotion91Content Certification92Content Utilization93Version: CurrentTableau Software
Tableau Blueprint HelpContent Governance Summary94Tableau Governance bleau Deployment99Tableau Platform Architecture100Tableau Server100Tableau Online101Hardware Platform102Hardware requirements103Initial Sizing103Scalability104Server Environments105High Availability106Disaster Recovery108Authentication and Authorization109Identity Store109Authentication110Active Directory & OpenLDAP111SAML112Trusted Tickets113Mutual SSL114Authorization114Network Communication115Tableau ServerTableau Software115Version: Current5
Tableau Blueprint HelpTableau Online116Network Topologies116On-Premises with External VPN Access116On-Premises with Reverse Proxy117Public Cloud Deployment117Tableau Online Deployment118Data Strategy118Tableau’s Hybrid Data ArchitectureLive Connection119In-Memory Extract120Query Federation120Data Server121Certified Data SourcesData Security121122Move Tableau to the CloudConsiderations for Migrating from Tableau Server to Tableau Online123124Security and Authentication124Data Connectivity125Administrative Responsibilities125Tableau Licensing125Migration Process126Considerations for Migrating Tableau Server to a Public Cloud6119126Architecture127Networking127Data Connectivity127Tableau Licensing128Version: CurrentTableau Software
Tableau Blueprint HelpMigration Process128Tableau Add-ons128Tableau Data Management Add-on128Tableau Server Management Add-on129Data Science Integration131Extensibility131REST API132Hyper API132Web Data Connector132JavaScript API133Extensions API133Document API133TSM API134Metadata API134Mobile App Bootstrap134Webhooks API134Tableau License Types135Tableau Creator135Tableau Explorer135Tableau Viewer136Tableau License Management136Login-Based License Management136Grant Role on Sign In137Tableau Bridge Deployment138Management models138Centralized management139Tableau SoftwareVersion: Current7
Tableau Blueprint HelpMixed management139Tableau Desktop and Tableau Prep Builder Deployment140Tableau Mobile Deployment141Tableau Mobile App Distribution142Securing Mobile Data142Sign-in Seamlessly143Configure Offline Access143Rollout and Support144Tableau Support ProgramsTableau Monitoring147Monitoring Roles and Responsibilities148Hardware Monitoring151Tableau Server151Tableau Online152Built-in Alerts153Tableau Server153Tableau Online154Resource Monitoring Tool Incidents155Tableau Server Process Status155Administrative Views for Monitoring157Default Administrative Views158Custom Administrative Views160Troubleshooting161Tableau Server161Tableau Online162Tableau Maintenance8144163Version: CurrentTableau Software
Tableau Blueprint HelpTableau Server163Tableau Online164User Provisioning and Group Synchronization165Tableau Server165Tableau Online165Back-up and Restore165Database Maintenance166Load Testing166Capacity Planning167Resource Management168Stale Content Audit168Size Audit169Load Time Audit169Upgrades169Version Compatibility169Communicating the Upgrade170Software Upgrade Process171Tableau Education177Data Literacy177Skills by Tableau Education Role179Enable a data culture in your organization179Executive Sponsor180Community Leader180Data Steward181Provide insights and develop visualization solutionsConsumerTableau Software181181Version: Current9
Tableau Blueprint HelpAuthor182Designer182Analyst182Data Scientist183Developer183Deploy and manage TableauSite Administrator184Server Administrator184Server Architect185Skills by Tableau License Type185Tableau Creator Skills185Tableau Explorer Skills187Tableau Viewer Skills187Developing a Tableau Education Plan187Learning Paths188Education Resources189Accountability and Reward Systems190Role Badges190Certification191Skill Belts192Gamification193Measurement of Tableau User Engagement and Adoption10184195Measurement Roles and Responsibilities196Administrative Views for Measurement197Tableau Content Utilization200Tableau User Engagement204Version: CurrentTableau Software
Tableau Blueprint HelpContent Size and Performance206Compliance209Analytics Best Practices in Tableau211Why Visual Analytics?211Pre-attentive Attributes211Explaining Visual Encoding212The Cycle of Visual Analysis215Start with Questions216Get Data216Choose Visual Mapping217View Data217Develop Insights218Act (Share)218Visual Best Practices219Audience219Context219Chart Choice220Layout222Color223Titles & Subtitles223Tooltips224Fonts226Dashboard Size227Dashboard Interactivity228Designing for Performance229Accessibility230Tableau SoftwareVersion: Current11
Tableau Blueprint HelpOrganizational Assets231Visual Style Guide231Dashboard Layout Template232Dashboard Review Checklist232Metadata Checklist233Presentation Guidelines233Tableau Communications237Tableau Enablement Intranet12237Getting Started238FAQ239Support239Announcements240User Directory240Governance Models240Data Platforms240Certified Data Source Directory241Analytics Best Practices241Visual Style Guide241Inspiration241Events Calendar242Learning Plans242Training Videos242Company Education Calendar242User Group Recordings243Tableau Blog and Newsletter243Tableau Discussion Forums and Chat243Version: CurrentTableau Software
Tableau Blueprint HelpGetting Started243Building Your Forum244Learn from Tableau245Tableau Community Engagement247Internal Tableau Activities247Tableau User Group248Tableau Champions Group249Tableau Admin Group250Tableau Lunch & Learn251Tableau Viz Games251Tableau Day252Analytics Day252External Tableau Activities252Area Tableau User Group253Virtual Tableau User Group253Tableau Public Virtual Challenges253Tableau Community Forums254Tableau Conferences254Iron Viz Competition254Tableau Support Processes255Tableau Champion Development256Data Champions Program Foundations256Designing a Data Champions Program257Defining Champions258Developing Champions258Rewarding Champions258Tableau SoftwareVersion: Current13
Tableau Blueprint HelpRunning a Data Champions ProgramBranding your program259Identifying Champions259Running Your Program259Peer-to-Peer Assistance260Tableau Data Doctor260Mentoring260Tableau Discussion Forums & Chat260External Tableau Community Forum14259Version: Current261Tableau Software
Tableau Blueprint HelpWhat’s New in Tableau BlueprintThis topic contains an overview of the new topics added to Tableau Blueprint, starting with themost recent release.November 2020Content ManagementThe Content Management sub-topic has been updated to include examples of organizational,functional, and hybrid content structures to enable true self-service analytics at scale.Skills by License TypeThe Skills by License Type topic has been updated to reflect current educational offerings.October 2020Tableau OnlineBest practices, topics/sub-topics, and references to Tableau Online have been added to thefollowing topics: Tableau License Management on page 136, Measurement of TableauUser Engagement and Adoption on page 195, Tableau Monitoring on page 147,Measurement Roles and Responsibilities on page 196, Administrative Views forMonitoring on page 157, Resource Management on page 168, User Provisioning andGroup Synchronization on page 165, Authentication and Authorization on page 109,Tableau Support Processes on page 255, Administrative Views for Measurement onpage 197, Troubleshooting on page 161, Monitoring Roles and Responsibilities onpage 148, Built-in Alerts on page 153, Data Strategy on page 118, Tableau Deploymenton page 99, Tableau Enterprise Architecture Survey on page 18, Tableau Maintenanceon page 163, Network Communication on page 115, Tableau Support Programs onpage 144, Upgrades on page 169, Tableau User Engagement on page 204, and TableauContent Utilization on page 200.Tableau SoftwareVersion: Current1
Tableau Blueprint HelpSeptember 2020Tableau OnlineBest practices, topics/sub-topics, and references to Tableau Online have been added to thefollowing topics: Tableau Platform Architecture on page 100, Tableau BridgeDeployment on page 138, External Tableau Activities on page 252, External TableauCommunity Forum on page 261, Extensibility on page 131, Governance in Tableau onpage 62, Content Size and Performance on page 206, Tableau License Types onpage 135, and Tableau Mobile Deployment on page 141.August 2020Tableau OnlineContent and references to Tableau Online have been added to the following topics: The Cycleof Visual Analysis on page 215, Tableau Enablement Intranet on page 237, InternalTableau Activities on page 247, Organizational Assets on page 231, Visual BestPractices on page 219, Tableau Use Cases and Data Sources on page 25, and TableauChampion Development on page 256.June 2020Tableau Champion DevelopmentLearn how to create a Data Champions program to identify, elevate, and recognize peoplewho will build your organization's data culture. New expanded information and downloads areavailable in Tableau Champion Development on page 256.Tableau OnlineContent and references to Tableau Online have been added to the following topics: CoreCapabilities of Data-Driven Organizations on page 10, Tableau Project Team Roles2Version: CurrentTableau Software
Tableau Blueprint Helpand Responsibilities on page 52, Tableau Use Cases and Data Sources on page 25, andModern Analytics Workflow on page 60May 2020Tableau Blueprint PlannerThe Tableau Blueprint Planner is updated with new and expanded considerations for AnalyticsStrategy, Enterprise Architecture Survey (including Tableau Mobile) for Tableau Server andTableau Online, Data & Analytics Survey, Data & Content Governance, Upgrade Planning, andUpgrade Checklist. The following corresponding topics were also updated to reflect thechanges or added: Analytics Strategy on page 17, Tableau Enterprise ArchitectureSurvey on page 18, Tableau Data and Analytics Survey on page 24, Tableau Data andContent Governance on page 28, and Tableau Upgrade Planning and ProcessChecklist on page 38.Tableau OnlineUse the new Tableau Enterprise Architecture Survey on page 18 for Tableau Online toplan for integration into your existing technology investments. Tableau Online content is nowavailable in several topics. For more information, see Tableau Project Planning on page 41,Tableau Upgrade Planning and Process Checklist on page 38, Governance in Tableauon page 62, Network Topologies on page 116, and Upgrades on page 169.Tableau UpgradesIn addition to the two new upgrade planning and execution resources added to the TableauBlueprint Planner, expanded guidance is available in other topics. For more information, seeTableau Upgrade Planning and Process Checklist on page 38, Tableau ProjectPlanning on page 41, and Upgrades on page 169.RelationshipsBeginning in 2020.2, relationships are a new way to model data that is more flexible than usingjoins. For more information, see Data Source Management and Metadata Management inGovernance in Tableau on page 62.Tableau SoftwareVersion: Current3
Tableau Blueprint HelpTableau Add-onsNew diagrams show the configuration and benefits of the external File Store for on-premisesTableau Server deployments and the external Repository, KMS integration, and external FileStore for AWS Tableau Server deployments. For more information, see Tableau Add-ons onpage 128.Data Science IntegrationLearn more about Tableau and data science integration with resources from the AnalyticsExtension API and the Tableau Developer Program. For more information, see
TableauOnline 114 NetworkTopologies 114 On-PremiseswithExternalVPNAccess 114 On-PremiseswithReverseProxy 115 PublicCloudDeployment 115 TableauOnlineDeployment 116
